Centerpoint Advisory Group

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$157,708
Net value change ($000)
+24,891 (18.7%)
New positions
12
Sold out positions
3
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPMO 4,609 55.3%
RDVI 1,281 53.2%
SPHQ 1,175 63.0%
NVDA 954 14.2%
CRWD 866 95.5%
AAPL 789 15.2%
TCAF 715 17.7%
AVGO 698 27.1%
JGRO 659 14.4%
IWF 626 15.3%
Top Reduces (Value $000, Stocks/ETFs)
CVX -266 -19.9%
NOW -229 -100.0%
ABT -221 -100.0%
YEAR -219 -100.0%
NFLX -158 -25.9%
FSCO -153 -57.5%
PLTR -143 -38.1%
IGEB -132 -27.2%
FSK -119 -28.3%
FTSM -116 -2.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type