Centerpoint Advisory Group
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 132,817
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 56.67 K | 42.7% | 0 | 51.75 K | -51.75 K |
| ETFs | 76.14 K | 57.3% | 54.76 K | 0 | 54.76 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
132,817
Holdings
108
QoQ value change ($000)
3,006
(2.3%)
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.