Centerpoint Advisory Group

Registered adviser

CIK

2054093

Location

Overland Park, KS

Portfolio Value

Small $138,819,488

Diversification

Diversified

Filing Date

Global Rank

#7,537 / 8,811 ▼ 254

Top Industry

Asset Management 25.1%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 324181

Roster of Oct 1, 2026

Regulatory AUM

$276,346,500

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$276,346,500	Individuals and high net worth (95%)
Mar 2025 to Mar 2026	$236,828,000	Individuals and high net worth (94%)
May 2024 to Feb 2025	$186,400,000	Individuals and high net worth (94%)
Apr 2024	$200,500,000	Individuals and high net worth (87%)
May 2023 to Mar 2024	$110,300,000	Individuals and high net worth (100%)
Jan 2023 to Apr 2023	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.9%, 25.8 effective positions, active share 69.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

12.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 69.1%; sector active share 48.0% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

117 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.6%

+2.1 pts

Top 5

32.5%

+1.0 pts

Top 10

52.9%

−0.2 pts

HHI

387

Diversified+14

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.0%	$73,517,330	60
Technology	17.4%	$24,223,980	12
Financial Services	16.1%	$22,311,926	16
Consumer Cyclical	3.1%	$4,259,165	3
Communication Services	2.8%	$3,912,313	4
Industrials	2.1%	$2,874,783	7
Healthcare	1.9%	$2,648,456	6
Energy	1.8%	$2,521,825	3
Consumer Defensive	1.4%	$1,909,384	3
Basic Materials	0.2%	$328,972	2
Real Estate	0.2%	$311,354	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	+31,199	125,462	$3,688,582
IWF	iShares Russell 1000 Growth ETF	+28,407	38,009	$0
PYLD		+13,513	231,003	$6,126,199
SPHQ	Invesco S&P 500 Quality ETF	+8,942	33,731	$3,039,163
SCIO	First Trust Structured Credit Income Opportunities ETF	+5,838	19,724	$407,695
SPMO	Invesco Ltd.	+5,799	80,099	$12,939,192
FGD	First Trust Dow Jones Global Select Dividend Index Fund	+5,177	11,693	$374,059
WTV	WisdomTree U.S. Value Fund	+3,608	15,316	$0
SHLD	Global X Defense Tech ETF	+3,013	5,858	$0
TCAF	T. Rowe Price Capital Appreciation Equity ETF	+2,183	115,720	$4,756,092
OKE	Oneok Inc /New/	+1,500	11,784	$1,024,500
—		+1,084	19,815	$2,083,745
AVEM	Avantis Emerging Markets Equity ETF	+931	24,080	$2,323,479
AVUV	Avantis U.S. Small Cap Value ETF	+930	21,837	$2,724,384
DGRO	iShares Core Dividend Growth ETF	+916	40,176	$0
—		+800	4,455	$736,767
MRK	Merck & Co., Inc.	+519	2,331	$299,533
WMT	Walmart Inc.	+510	6,431	$728,375
XOM	ExxonMobil Holdings Corp	+377	3,116	$426,019
AVGO	Broadcom Inc.	+343	8,679	$3,278,492
XMMO	Victory Portfolios II	+288	7,324	$1,246,105
GOOGL	Alphabet Inc.	+225	2,563	$915,939
AAPL	Apple Inc.	+215	20,646	$5,974,126
MSFT	Microsoft Corp	+170	5,560	$2,073,991
VRT	Vertiv Holdings Co	+145	1,731	$579,573
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FSCO	FS Credit Opportunities Corp.	−29,449	22,682	$113,183
FSK	FS KKR Capital Corp	−12,634	28,662	$300,951
—		−3,174	59,152	$3,543,204
IGEB	iShares Investment Grade Systematic Bond ETF	−2,935	7,823	$0
FTSM	First Trust Enhanced Short Maturity ETF	−1,879	65,281	$3,899,234
JPLD	JPMorgan Limited Duration Bond ETF	−1,174	6,821	$355,987
JGRO	JPMorgan Active Growth ETF	−1,038	53,049	$5,230,100
WFC	Wells Fargo & Company/Mn	−1,000	3,159	$261,059
COWZ	Pacer US Cash Cows 100 ETF	−943	9,857	$613,105
VIG	Vanguard Specialized Funds	−910	24,272	$5,743,240
XMHQ	Victory Portfolios II	−880	30,904	$3,488,443
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	−790	26,881	$705,088
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	−769	65,197	$4,468,602
FTCS	First Trust Capital Strength ETF	−700	27,856	$2,616,235
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−700	29,686	$0
PLTR	Palantir Technologies Inc.	−574	1,990	$232,173
JPM	Jpmorgan Chase & Co	−538	8,041	$2,632,060
RDVY	First Trust Rising Dividend Achievers ETF	−385	30,611	$2,481,327
SPGP	Victory Portfolios II	−370	7,388	$903,478
IUS	Invesco RAFI Strategic US ETF	−292	18,683	$1,225,231
JQUA	JPMorgan U.S. Quality Factor ETF	−234	34,250	$2,475,590
PBTP	Invesco Ltd.	−220	11,536	$295,956
ABBV	AbbVie Inc.	−215	5,772	$1,452,466
AMZN	Amazon Com Inc	−214	11,013	$2,624,838
JPST	JPMorgan Ultra-Short Income ETF	−207	7,395	$373,965
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
GSY	Invesco Ultra Short Duration ETF	11,020	$552,653
GL	Globe Life Inc.	1,910	$341,278
HACK		2,977	$312,376
MU	Micron Technology Inc	265	$305,886
GEV	GE Vernova Inc.	211	$247,895
GS	Goldman Sachs Group Inc	234	$236,660
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	1,200	$228,624
UNH	Unitedhealth Group Inc	547	$227,349
RPG	Victory Portfolios II	3,325	$212,301
JPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETF	3,384	$203,598
JNJ	Johnson & Johnson	798	$202,668
IWM	iShares Russell 2000 ETF	732	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	2,190	$228,964
ABT	Abbott Laboratories	2,148	$220,535
YEAR	AB Ultra Short Income ETF	4,346	$219,364
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 tracked positions · $138,819,488 total · filing declares 117 positions · $157,707,991 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPMO	Invesco Ltd. Financial Services	Added	80,099	+5,799	$12,939,192	+55.3%	7	before history	9.32%
NVDA	Nvidia Corp Technology	Reduced	38,423	-188	$7,688,058	+14.2%	7	before history	5.54%
PYLD		Added	231,003	+13,513	$6,126,199	+7.5%	7	before history	4.41%
AAPL	Apple Inc. Technology	Added	20,646	+215	$5,974,126	+15.2%	7	before history	4.30%
VIG	Vanguard Specialized Funds	Reduced	24,272	-910	$5,743,240	+6.0%	7	before history	4.14%
JGRO	JPMorgan Active Growth ETF	Reduced	53,049	-1,038	$5,230,100	+14.4%	7	before history	3.77%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Added	115,720	+2,183	$4,756,092	+17.7%	7	before history	3.43%
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	Reduced	65,197	-769	$4,468,602	+12.7%	7	before history	3.22%
FTSM	First Trust Enhanced Short Maturity ETF	Reduced	65,281	-1,879	$3,899,234	−2.9%	7	before history	2.81%
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	Added	125,462	+31,199	$3,688,582	+53.2%	5	$26.07	2.66%
		Reduced	59,152	-3,174	$3,543,204	−1.8%	7	before history	2.55%
XMHQ	Victory Portfolios II	Reduced	30,904	-880	$3,488,443	+6.2%	7	before history	2.51%
AVGO	Broadcom Inc. Technology	Added	8,679	+343	$3,278,492	+27.1%	7	before history	2.36%
SPHQ	Invesco S&P 500 Quality ETF	Added	33,731	+8,942	$3,039,163	+63.1%	6	$75.00	2.19%
AVUV	Avantis U.S. Small Cap Value ETF	Added	21,837	+930	$2,724,384	+18.0%	7	before history	1.96%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,041	-538	$2,632,060	+4.3%	7	before history	1.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,013	-214	$2,624,838	+12.3%	7	before history	1.89%
FTCS	First Trust Capital Strength ETF	Reduced	27,856	-700	$2,616,235	−1.2%	7	before history	1.88%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	30,611	-385	$2,481,327	+17.2%	7	before history	1.79%
JQUA	JPMorgan U.S. Quality Factor ETF	Reduced	34,250	-234	$2,475,590	+17.1%	7	before history	1.78%
AVEM	Avantis Emerging Markets Equity ETF	Added	24,080	+931	$2,323,479	+24.6%	7	before history	1.67%
		Added	19,815	+1,084	$2,083,745	+20.0%	6	$85.96	1.50%
MSFT	Microsoft Corp Technology	Added	5,560	+170	$2,073,991	+3.9%	7	before history	1.49%
GOOG	Alphabet Inc. Communication Services	Added	5,206	+18	$1,839,435	+23.6%	7	before history	1.33%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	2,323	0	$1,772,774	+95.5%	7	before history	1.28%
ABBV	AbbVie Inc. Healthcare	Reduced	5,772	-215	$1,452,466	+11.5%	7	before history	1.05%
XMMO	Victory Portfolios II	Added	7,324	+288	$1,246,105	+22.1%	7	before history	0.90%
IUS	Invesco RAFI Strategic US ETF	Reduced	18,683	-292	$1,225,231	+11.5%	7	before history	0.88%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,323	+104	$1,162,405	+9.3%	7	before history	0.84%
QQQM	Invesco Ltd. Financial Services	Added	3,547	+107	$1,074,634	+31.5%	6	$218.58	0.77%
CVX	Chevron Corp Energy	Held	6,463	0	$1,071,306	−19.9%	7	before history	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,030	-153	$1,068,620	+2.1%	7	before history	0.77%
OKE	Oneok Inc /New/ Energy	Added	11,784	+1,500	$1,024,500	+10.2%	7	before history	0.74%
GOOGL	Alphabet Inc. Communication Services	Added	2,563	+225	$915,939	+36.2%	7	before history	0.66%
BLK	BlackRock, Inc. Financial Services	Held	944	0	$907,712	−0.0%	6	$971.81	0.65%
SPGP	Victory Portfolios II	Reduced	7,388	-370	$903,478	+8.2%	7	before history	0.65%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,440	-133	$836,510	+161.4%	5	$110.40	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	872	+56	$815,729	+0.3%	7	before history	0.59%
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Held	7,060	0	$811,052	+22.7%	7	before history	0.58%
		Added	4,455	+800	$736,767	+87.9%	6	$96.26	0.53%
WMT	Walmart Inc. Consumer Defensive	Added	6,431	+510	$728,375	−1.0%	7	before history	0.52%
QQQ	Invesco Qqq Trust, Series 1	Reduced	972	-180	$715,780	+7.7%	7	before history	0.52%
CAT	Caterpillar Inc Industrials	Reduced	670	-25	$713,483	+44.9%	7	before history	0.51%
VOO	VANGUARD 500 INDEX FUND	Added	1,035	+3	$710,848	—	7	before history	0.51%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	Reduced	26,881	-790	$705,088	−3.1%	7	before history	0.51%
META	Meta Platforms, Inc. Communication Services	Added	1,249	+34	$703,549	+1.2%	7	before history	0.51%
ASML	Asml Holding NV Technology	Reduced	339	-10	$674,420	+46.3%	4	$936.75	0.49%
DELL	Dell Technologies Inc. Technology	Added	1,475	+75	$636,403	+177.0%	2	$141.16	0.46%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	9,857	-943	$613,105	−9.3%	7	before history	0.44%
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	Held	1,817	0	$608,131	+55.0%	7	before history	0.44%

Showing the top 50 of 117 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.