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Centerpoint Advisory Group - Q1 2026 13F Filings

CE

Centerpoint Advisory Group

CIK: 0002054093
Address: Kansas Overland Park 7450 W. 130Th Street, Suite 410
$132.82 M
Portfolio Value
108
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. FTSM First Trust Enhanced Short Maturity Etf
+$2.38 M
2. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$1.69 M
3. RDVI Ft Vest Rising Dividend Achi
+$1.17 M
4. SPMO Invesco S&P 500 Momentum Etf
+$1.03 M
5. AVEM Avantis Emerging Markets Equity Etf
+$619,911.11

Top Sells

Q1 2026
1. AAPL Apple
−$261,398.73
2. BX Blackstone
−$246,162
3. CBSH Commerce Bancshares
−$237,310
4. SMCI Super Micro Computer
−$220,638
5. PGR The Progressive Corporation
−$216,334

Asset Allocation

Stocks/ETFs
+2.32%
$132.82 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Centerpoint Advisory Group Q1 2026 Filing Summary

Centerpoint Advisory Group filed its 13F report for Q1 2026 on April 29, 2026. The portfolio totaled 132.82 M reflecting a +2.32% change from the prior quarter, spanning 108 assets. The top 10 holdings comprised 39.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 6 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Centerpoint Advisory Group’s Q1 2026 Filing

Centerpoint Advisory Group submitted their Form 13F-HR for the Q1 2026 period on 04/29/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Centerpoint Advisory Group reported a managed portfolio value of 132.82 M, consisting of 108 individual positions.

This page displays the raw filing documents. To see which stocks Centerpoint Advisory Group bought or sold during Q1 2026, please visit Centerpoint Advisory Group's Portfolio Analysis page.