Centerpoint Advisory Group holds a diversified book of 117 stocks worth $157.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Invesco Ultra Short Duration and trimmed Nvidia Corp. Their largest long position is Invesco S&P 500 Momentum ETF at 8% of the equity book. Cloning the disclosed picks since 2025 would be +21% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054093/holdings"
Use Arkolith to show Centerpoint Advisory Group's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Centerpoint Advisory Group's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Centerpoint Advisory Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $565.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $160.4B |
| LPL Financial LLC | 80 / 80 | $87.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $80.3B |
| Cetera Investment Advisers | 80 / 80 | $22.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.5B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $6.8B |
Ranked by how many of Centerpoint Advisory Group's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $12.9M | 80.1K | 8.2% | ▲+7.8% Added · +6K sh | |
| 2 | Nvidia Corporation COM | $7.7M | 38.4K | 4.9% | ▼−0.5% Reduced · −188 sh | |
| 3 | Pimco ETF TR MULTISECTOR BD | $6.1M | 231.0K | 3.9% | ▲+6.2% Added · +14K sh | |
| 4 | Apple Inc COM | $6.0M | 20.6K | 3.8% | ▲+1.1% Added · +215 sh | |
| 5 | Vanguard Specialized Funds DIV APP ETF | $5.7M | 24.3K | 3.6% | ▼−3.6% Reduced · −910 sh | |
| 6 | J P Morgan Exchange Traded F ACTIVE GROWTH | $5.2M | 53.0K | 3.3% | ▼−1.9% Reduced · −1K sh | |
| 7 | T Rowe Price Exchange-Traded CAP APPRECIATION | $4.8M | 115.7K | 3.0% | ▲+1.9% Added · +2K sh | |
| 8 | Ishares TR RUS 1000 GRW ETF | $4.7M | 38.0K | 3.0% | ▲+296% Added · +28K sh | |
| 9 | Invesco Exch TRD SLF Idx FD RUSL 1000 DYNM | $4.5M | 65.2K | 2.8% | ▼−1.2% Reduced · −769 sh | |
| 10 | First TR Exchange-Traded FD FIRST TR ENH NEW | $3.9M | 65.3K | 2.5% | ▼−2.8% Reduced · −2K sh | |
| 11 | First TR Exchange-Traded FD FT VEST RIS | $3.7M | 125.5K | 2.3% | ▲+33% Added · +31K sh | |
| 12 | ETF Ser Solutions DISTILLATE US | $3.5M | 59.2K | 2.2% | ▼−5.1% Reduced · −3K sh | |
| 13 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $3.5M | 30.9K | 2.2% | ▼−2.8% Reduced · −880 sh | |
| 14 | Broadcom Inc COM | $3.3M | 8.7K | 2.1% | ▲+4.1% Added · +343 sh | |
| 15 | Ishares TR CORE DIV GRWTH | $3.0M | 40.2K | 1.9% | ▲+2.3% Added · +916 sh | |
| 16 | Invesco Exchange Traded FD T S&P500 QUALITY | $3.0M | 33.7K | 1.9% | ▲+36% Added · +9K sh | |
| 17 | Wisdomtree TR US QTLY DIV GRT | $2.8M | 29.7K | 1.8% | ▼−2.3% Reduced · −700 sh | |
| 18 | American Centy ETF TR US SML CP VALU | $2.7M | 21.8K | 1.7% | ▲+4.4% Added · +930 sh | |
| 19 | JPMorgan Chase & Co COM | $2.6M | 8.0K | 1.7% | ▼−6.3% Reduced · −538 sh | |
| 20 | Amazon Com Inc COM | $2.6M | 11.0K | 1.7% | ▼−1.9% Reduced · −214 sh | |
| 21 | First TR Exchange-Traded FD CAP STRENGTH ETF | $2.6M | 27.9K | 1.7% | ▼−2.5% Reduced · −700 sh | |
| 22 | First TR Exchange Traded FD RISNG DIVD ACHIV | $2.5M | 30.6K | 1.6% | ▼−1.2% Reduced · −385 sh | |
| 23 | J P Morgan Exchange Traded F US QUALTY FCTR | $2.5M | 34.3K | 1.6% | ▼−0.7% Reduced · −234 sh | |
| 24 | American Centy ETF TR AVANTIS EMGMKT | $2.3M | 24.1K | 1.5% | ▲+4.0% Added · +931 sh | |
| 25 | Ishares TR RUS 1000 VAL ETF | $2.1M | 8.7K | 1.3% | ▼−0.9% Reduced · −80 sh | |
| 26 | Ishares TR RUS TP200 VL ETF | $2.1M | 19.8K | 1.3% | ▲+5.8% Added · +1K sh | |
| 27 | Microsoft Corp COM | $2.1M | 5.6K | 1.3% | ▲+3.1% Added · +170 sh | |
| 28 | Alphabet Inc CAP STK CL C | $1.8M | 5.2K | 1.2% | ▲+0.3% Added · +18 sh | |
| 29 | Crowdstrike Hldgs Inc CL A | $1.8M | 2.3K | 1.1% | —Held | |
| 30 | Wisdomtree TR US VALUE FD | $1.6M | 15.3K | 1.0% | ▲+31% Added · +4K sh | |
| 31 | Abbvie Inc COM | $1.5M | 5.8K | 0.9% | ▼−3.6% Reduced · −215 sh | |
| 32 | Ishares TR CORE S&P500 ETF | $1.3M | 1.8K | 0.9% | ▼−4.9% Reduced · −92 sh | |
| 33 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $1.2M | 7.3K | 0.8% | ▲+4.1% Added · +288 sh | |
| 34 | Invesco Exch TRD SLF Idx FD RAFI STRATGIC US | $1.2M | 18.7K | 0.8% | ▼−1.5% Reduced · −292 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.3K | 0.7% | ▲+4.7% Added · +104 sh | |
| 36 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.1M | 3.5K | 0.7% | ▲+3.1% Added · +107 sh | |
| 37 | Chevron Corporation COM | $1.1M | 6.5K | 0.7% | —Held | |
| 38 | Home Depot Inc COM | $1.1M | 3.0K | 0.7% | ▼−4.8% Reduced · −153 sh | |
| 39 | Oneok Inc New COM | $1.0M | 11.8K | 0.6% | ▲+15% Added · +2K sh | |
| 40 | Ishares TR ISHARES SEMICDTR | $994K | 1.6K | 0.6% | ▲+7.6% Added · +110 sh | |
| 41 | Alphabet Inc CAP STK CL A | $916K | 2.6K | 0.6% | ▲+9.6% Added · +225 sh | |
| 42 | BlackRock Inc COM | $908K | 944 | 0.6% | —Held | |
| 43 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $903K | 7.4K | 0.6% | ▼−4.8% Reduced · −370 sh | |
| 44 | Advanced Micro Devices Inc COM | $837K | 1.4K | 0.5% | ▼−8.4% Reduced · −133 sh | |
| 45 | Costco Wholesale Corporation COM | $816K | 872 | 0.5% | ▲+6.9% Added · +56 sh | |
| 46 | First TR Exchange Traded FD NASD TECH DIV | $811K | 7.1K | 0.5% | —Held | |
| 47 | ETF Ser Solutions DEFIA QUANT ETF | $737K | 4.5K | 0.5% | ▲+22% Added · +800 sh | |
| 48 | Walmart Inc COM | $728K | 6.4K | 0.5% | ▲+8.6% Added · +510 sh | |
| 49 | Invesco QQQ TR UNIT SER 1 | $716K | 972 | 0.5% | ▼−16% Reduced · −180 sh | |
| 50 | Caterpillar Inc COM | $713K | 670 | 0.5% | ▼−3.6% Reduced · −25 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 117 | $157.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 108 | $132.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 107 | $129.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 108 | $128.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 100 | $115.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 94 | $101.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 88 | $103.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.