Centerpoint Advisory Group
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 157,708
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 117 | 157,708 | 13F-HR | Centerpoint Advisory Group |
| Q1 2026 | 4/29/2026 | 108 | 132,817 | 13F-HR | Centerpoint Advisory Group |
| Q4 2025 | 2/3/2026 | 107 | 129,811 | 13F-HR | Centerpoint Advisory Group |
| Q3 2025 | 11/4/2025 | 108 | 128,475 | 13F-HR | Centerpoint Advisory Group |
| Q2 2025 | 8/6/2025 | 100 | 115,266 | 13F-HR | Centerpoint Advisory Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.57 K | 44.7% | 13.9 K | 0 | 13.9 K |
| ETFs | 87.14 K | 55.3% | 11 K | 0 | 11 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
157,708
Holdings
117
QoQ value change ($000)
24,891
(18.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.