Centerpoint Advisory Group

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$132,817
Net value change ($000)
+3,006 (2.3%)
New positions
7
Sold out positions
6
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTSM 2,380 145.6%
PYLD 1,612 39.5%
RDVI 1,133 88.9%
AVEM 675 56.7%
SPMO 558 7.2%
SOXX 474 NEW
SPHQ 419 29.0%
CVX 357 36.4%
WTV 346 45.3%
DGRO 302 12.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -649 -11.1%
MSFT -619 -23.7%
JGRO -569 -11.1%
IWF -426 -9.4%
NVDA -400 -5.6%
BLK -316 -25.8%
AVGO -298 -10.4%
NOW -294 -56.2%
AMZN -258 -9.9%
BX -246 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type