Centerpoint Advisory Group

13F filer · CIK 0002054093

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$158MU.S. long equity reported on 13F

Positions576 new · 2 closed

Net flow last quarter+$1.36MBuys minus sells

Top 10 positions weight19.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202657 positions
NVDANvidia Corp	$7.69M	4.87%	0.00%	-0.5%	Q4 2024
AAPLApple Inc.	$5.97M	3.79%	0.00%	+1.1%	Q4 2024
AVGOBroadcom Inc.	$3.28M	2.08%	0.00%	+4.1%	Q4 2024
JPMJPMorgan Chase & Co	$2.63M	1.67%	0.00%	-6.3%	Q4 2024
AMZNAmazon Com Inc	$2.62M	1.66%	0.00%	-1.9%	Q4 2024
MSFTMicrosoft Corp	$2.07M	1.32%	0.00%	+3.2%	Q4 2024
GOOGAlphabet Inc.	$1.84M	1.17%	Not reported	+0.4%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.77M	1.12%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$1.45M	0.92%	0.00%	-3.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.16M	0.74%	Not reported	+4.7%	Q4 2024
CVXChevron Corp	$1.07M	0.68%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$1.07M	0.68%	0.00%	-4.8%	Q4 2024
OKEOneok Inc	$1.02M	0.65%	0.00%	+14.6%	Q4 2024
GOOGLAlphabet Inc.	$916K	0.58%	0.00%	+9.6%	Q4 2024
BLKBlackRock, Inc.	$908K	0.58%	0.00%	Not reported	Q1 2025
AMDAdvanced Micro Devices Inc	$837K	0.53%	0.00%	-8.5%	Q4 2024
COSTCostco Wholesale Corp	$816K	0.52%	0.00%	+6.9%	Q4 2024
QTUMQuantum Group Inc	$737K	0.47%	Not reported	+21.9%	Q1 2025
WMTWalmart Inc.	$728K	0.46%	0.00%	+8.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$716K	0.45%	Not reported	-15.6%	Q4 2024
CATCaterpillar Inc	$713K	0.45%	0.00%	-3.6%	Q4 2024
METAMeta Platforms, Inc.	$704K	0.45%	Not reported	+2.8%	Q4 2024
ASMLAsml Holding NV	$674K	0.43%	0.00%	-2.9%	Q3 2025
DELLDell Technologies Inc.	$636K	0.40%	0.00%	+5.4%	Q1 2026
VRTVertiv Holdings Co	$580K	0.37%	0.00%	+9.1%	Q4 2025
TSLATesla, Inc.	$566K	0.36%	0.00%	-0.4%	Q4 2024
BACBank of America Corp	$517K	0.33%	0.00%	-1.5%	Q4 2024
AXPAmerican Express Co	$461K	0.29%	0.00%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$461K	0.29%	0.00%	Not reported	Q3 2025
NFLXNetflix Inc	$453K	0.29%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$444K	0.28%	0.00%	Not reported	Q4 2024
MMM3m Co	$431K	0.27%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$426K	0.27%	0.00%	+13.8%	Q4 2024
SCIOScio Diamond Technology Corp	$408K	0.26%	0.03%	+42.0%	Q1 2026
DEDeere & Co	$389K	0.25%	0.00%	Not reported	Q1 2025
PGPROCTER & GAMBLE Co	$365K	0.23%	0.00%	Not reported	Q4 2024
SHLDSears Holdings Corp	$350K	0.22%	0.01%	+105.9%	Q1 2026
GLGlobe Life Inc.	$341K	0.22%	0.00%	New	Q2 2026
PNCPNC Financial Services Group, Inc.	$331K	0.21%	0.00%	Not reported	Q4 2024
IRMIron Mountain Inc	$311K	0.20%	0.00%	-2.8%	Q4 2024
MUMicron Technology Inc	$306K	0.19%	0.00%	New	Q2 2026
FSKFS KKR Capital Corp	$301K	0.19%	0.01%	-30.6%	Q4 2024
MRKMerck & Co., Inc.	$300K	0.19%	0.00%	+28.6%	Q4 2024
ANETArista Networks, Inc.	$290K	0.18%	0.00%	Not reported	Q3 2025
CMICummins Inc	$285K	0.18%	0.00%	Not reported	Q4 2024
WFCWells Fargo & Company	$261K	0.17%	0.00%	-24.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$253K	0.16%	Not reported	Not reported	Q3 2025
SCCOSouthern Copper Corp/	$248K	0.16%	0.00%	-0.2%	Q4 2025
GEVGE Vernova Inc.	$248K	0.16%	0.00%	New	Q2 2026
GSGoldman Sachs Group Inc	$237K	0.15%	0.00%	New	Q2 2026

Q1 2026Reported Apr 29, 202653 positions
NVDANvidia Corp	$6.73M	5.07%	0.00%	+0.9%	Q4 2024
AAPLApple Inc.	$5.19M	3.90%	0.00%	-4.8%	Q4 2024
AVGOBroadcom Inc.	$2.58M	1.94%	0.00%	+0.2%	Q4 2024
JPMJPMorgan Chase & Co	$2.52M	1.90%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$2.34M	1.76%	0.00%	-0.2%	Q4 2024
MSFTMicrosoft Corp	$2M	1.50%	0.00%	-0.3%	Q4 2024
GOOGAlphabet Inc.	$1.49M	1.12%	Not reported	-1.9%	Q4 2024
CVXChevron Corp	$1.34M	1.01%	0.00%	+0.5%	Q4 2024
ABBVAbbVie Inc.	$1.3M	0.98%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.06M	0.80%	Not reported	+35.6%	Q4 2024
HDHome Depot, Inc.	$1.05M	0.79%	0.00%	-0.9%	Q4 2024
OKEOneok Inc	$930K	0.70%	0.00%	Not reported	Q4 2024
BLKBlackRock, Inc.	$908K	0.68%	0.00%	-17.5%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$907K	0.68%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$813K	0.61%	0.00%	-1.2%	Q4 2024
WMTWalmart Inc.	$736K	0.55%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$695K	0.52%	Not reported	-5.8%	Q4 2024
GOOGLAlphabet Inc.	$672K	0.51%	0.00%	-2.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$665K	0.50%	Not reported	-1.7%	Q4 2024
NFLXNetflix Inc	$611K	0.46%	0.00%	-1.1%	Q4 2024
TSLATesla, Inc.	$502K	0.38%	0.00%	-3.6%	Q4 2024
CATCaterpillar Inc	$492K	0.37%	0.00%	-6.7%	Q4 2024
XOMExxonMobil Holdings Corp	$465K	0.35%	0.00%	-4.2%	Q4 2024
ASMLAsml Holding NV	$461K	0.35%	0.00%	+34.8%	Q3 2025
BACBank of America Corp	$449K	0.34%	0.00%	Not reported	Q4 2024
FSKFS KKR Capital Corp	$420K	0.32%	0.01%	-5.3%	Q4 2024
AXPAmerican Express Co	$413K	0.31%	0.00%	Not reported	Q4 2024
VRTVertiv Holdings Co	$397K	0.30%	0.00%	+19.3%	Q4 2025
QTUMQuantum Group Inc	$392K	0.30%	Not reported	+14.2%	Q1 2025
MMM3m Co	$386K	0.29%	0.00%	+38.8%	Q4 2024
PLTRPalantir Technologies Inc.	$375K	0.28%	0.00%	+110.3%	Q3 2025
PGPROCTER & GAMBLE Co	$360K	0.27%	0.00%	Not reported	Q4 2024
DEDeere & Co	$345K	0.26%	0.00%	Not reported	Q1 2025
LLYELI LILLY & Co	$340K	0.26%	0.00%	-0.8%	Q4 2024
WFCWells Fargo & Company	$331K	0.25%	0.00%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$326K	0.25%	0.00%	+3.7%	Q3 2025
AMDAdvanced Micro Devices Inc	$320K	0.24%	0.00%	Not reported	Q4 2024
SCIOScio Diamond Technology Corp	$287K	0.22%	0.02%	New	Q1 2026
PNCPNC Financial Services Group, Inc.	$280K	0.21%	0.00%	Not reported	Q4 2024
FSCOFS Credit Opportunities Corp.	$266K	0.20%	Not reported	-16.0%	Q4 2024
IRMIron Mountain Inc	$259K	0.19%	0.00%	Not reported	Q4 2024
SCCOSouthern Copper Corp/	$243K	0.18%	0.00%	-0.1%	Q4 2025
DELLDell Technologies Inc.	$230K	0.17%	0.00%	New	Q1 2026
NOWServiceNow, Inc.	$229K	0.17%	0.00%	-35.9%	Q4 2024
ABTAbbott Laboratories	$221K	0.17%	0.00%	-24.6%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$220K	0.17%	Not reported	-9.8%	Q3 2025
MRKMerck & Co., Inc.	$218K	0.16%	0.00%	Not reported	Q4 2024
CMICummins Inc	$215K	0.16%	0.00%	Not reported	Q4 2024
ANETArista Networks, Inc.	$209K	0.16%	0.00%	-2.3%	Q3 2025
UNPUnion Pacific Corp	$204K	0.15%	0.00%	New	Q1 2026

Q4 2025Reported Feb 3, 202654 positions
NVDANvidia Corp	$7.13M	5.50%	0.00%	-8.5%	Q4 2024
AAPLApple Inc.	$5.83M	4.49%	0.00%	-0.1%	Q4 2024
AVGOBroadcom Inc.	$2.88M	2.22%	0.00%	-0.3%	Q4 2024
JPMJPMorgan Chase & Co	$2.76M	2.13%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$2.61M	2.01%	0.00%	-5.5%	Q4 2024
AMZNAmazon Com Inc	$2.6M	2.00%	0.00%	+0.8%	Q4 2024
GOOGAlphabet Inc.	$1.66M	1.28%	Not reported	-8.2%	Q4 2024
ABBVAbbVie Inc.	$1.37M	1.05%	0.00%	-5.5%	Q4 2024
BLKBlackRock, Inc.	$1.22M	0.94%	0.00%	Not reported	Q1 2025
HDHome Depot, Inc.	$1.11M	0.85%	0.00%	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.09M	0.84%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$980K	0.76%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$852K	0.66%	Not reported	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$823K	0.63%	Not reported	+1.6%	Q4 2024
OKEOneok Inc	$756K	0.58%	0.00%	-1.2%	Q4 2024
GOOGLAlphabet Inc.	$747K	0.58%	0.00%	-2.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$720K	0.55%	Not reported	Not reported	Q4 2024
COSTCostco Wholesale Corp	$712K	0.55%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$660K	0.51%	0.00%	-2.8%	Q4 2024
FSKFS KKR Capital Corp	$646K	0.50%	0.02%	-4.3%	Q4 2024
TSLATesla, Inc.	$630K	0.49%	0.00%	+0.7%	Q4 2024
NFLXNetflix Inc	$602K	0.46%	0.00%	Not reported	Q4 2024
NOWServiceNow, Inc.	$523K	0.40%	0.00%	Not reported	Q4 2024
BACBank of America Corp	$506K	0.39%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$505K	0.39%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$427K	0.33%	0.00%	-19.0%	Q4 2024
LLYELI LILLY & Co	$401K	0.31%	0.00%	Not reported	Q4 2024
FSCOFS Credit Opportunities Corp.	$391K	0.30%	Not reported	+3.7%	Q4 2024
WFCWells Fargo & Company	$388K	0.30%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$357K	0.28%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$357K	0.27%	0.00%	+84.0%	Q3 2025
QTUMQuantum Group Inc	$351K	0.27%	Not reported	+3.2%	Q1 2025
XOMExxonMobil Holdings Corp	$344K	0.27%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$337K	0.26%	0.00%	-8.2%	Q4 2024
MMM3m Co	$307K	0.24%	0.00%	Not reported	Q4 2024
DEDeere & Co	$285K	0.22%	0.00%	Not reported	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$283K	0.22%	0.00%	Not reported	Q3 2025
PNCPNC Financial Services Group, Inc.	$281K	0.22%	0.00%	Not reported	Q4 2024
ASMLAsml Holding NV	$277K	0.21%	0.00%	Not reported	Q3 2025
SPYSPDR S&P 500 ETF Trust	$256K	0.20%	Not reported	Not reported	Q3 2025
BXBlackstone Inc.	$246K	0.19%	0.00%	Not reported	Q4 2024
CBSHCommerce Bancshares Inc	$237K	0.18%	0.00%	0.0%	Q4 2024
ANETArista Networks, Inc.	$229K	0.18%	0.00%	Not reported	Q3 2025
SMCISuper Micro Computer, Inc.	$221K	0.17%	0.00%	-48.9%	Q1 2025
PLTRPalantir Technologies Inc.	$217K	0.17%	0.00%	-2.1%	Q3 2025
PGRProgressive Corp	$216K	0.17%	0.00%	Not reported	Q2 2025
VRTVertiv Holdings Co	$215K	0.17%	0.00%	New	Q4 2025
EMREmerson Electric Co	$213K	0.16%	0.00%	Not reported	Q2 2025
IRMIron Mountain Inc	$210K	0.16%	0.00%	Not reported	Q4 2024
BSXBoston Scientific Corp	$205K	0.16%	0.00%	Not reported	Q1 2025

Q3 2025Reported Nov 4, 202553 positions
NVDANvidia Corp	$7.8M	6.07%	0.00%	-0.8%	Q4 2024
AAPLApple Inc.	$5.47M	4.26%	0.00%	-1.4%	Q4 2024
MSFTMicrosoft Corp	$2.96M	2.31%	0.00%	-1.7%	Q4 2024
AVGOBroadcom Inc.	$2.75M	2.14%	0.00%	-2.9%	Q4 2024
JPMJPMorgan Chase & Co	$2.71M	2.11%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$2.45M	1.91%	0.00%	+0.7%	Q4 2024
ABBVAbbVie Inc.	$1.47M	1.14%	0.00%	-0.1%	Q4 2024
GOOGAlphabet Inc.	$1.4M	1.09%	Not reported	+0.6%	Q4 2024
BLKBlackRock, Inc.	$1.33M	1.04%	0.00%	Not reported	Q1 2025
HDHome Depot, Inc.	$1.3M	1.01%	0.00%	+1.6%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.14M	0.89%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$999K	0.78%	0.00%	+1.1%	Q4 2024
METAMeta Platforms, Inc.	$947K	0.74%	Not reported	+2.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$810K	0.63%	Not reported	+0.3%	Q4 2024
NFLXNetflix Inc	$770K	0.60%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$765K	0.60%	0.00%	Not reported	Q4 2024
OKEOneok Inc	$760K	0.59%	0.00%	+7.2%	Q4 2024
SMCISuper Micro Computer, Inc.	$707K	0.55%	0.00%	-0.5%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$704K	0.55%	Not reported	-7.0%	Q4 2024
FSKFS KKR Capital Corp	$680K	0.53%	0.02%	-12.7%	Q4 2024
NOWServiceNow, Inc.	$629K	0.49%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$628K	0.49%	0.00%	-0.5%	Q4 2024
TSLATesla, Inc.	$619K	0.48%	0.00%	+9.4%	Q4 2024
GOOGLAlphabet Inc.	$596K	0.46%	0.00%	+1.8%	Q4 2024
BACBank of America Corp	$475K	0.37%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$453K	0.35%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$439K	0.34%	0.00%	-5.2%	Q4 2024
FSCOFS Credit Opportunities Corp.	$414K	0.32%	Not reported	-24.9%	Q4 2024
PGPROCTER & GAMBLE Co	$383K	0.30%	0.00%	-24.3%	Q4 2024
WFCWells Fargo & Company	$349K	0.27%	0.00%	Not reported	Q4 2024
QTUMQuantum Group Inc	$325K	0.25%	Not reported	-1.6%	Q1 2025
XOMExxonMobil Holdings Corp	$322K	0.25%	0.00%	-8.0%	Q4 2024
MMM3m Co	$297K	0.23%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$285K	0.22%	0.00%	Not reported	Q4 2024
DEDeere & Co	$280K	0.22%	0.00%	Not reported	Q1 2025
AMDAdvanced Micro Devices Inc	$277K	0.22%	0.00%	+3.0%	Q4 2024
BXBlackstone Inc.	$273K	0.21%	0.00%	Not reported	Q4 2024
PNCPNC Financial Services Group, Inc.	$270K	0.21%	0.00%	Not reported	Q4 2024
CMICummins Inc	$266K	0.21%	0.00%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$260K	0.20%	0.00%	New	Q3 2025
IRMIron Mountain Inc	$258K	0.20%	0.00%	Not reported	Q4 2024
CBSHCommerce Bancshares Inc	$258K	0.20%	0.00%	Not reported	Q4 2024
ANETArista Networks, Inc.	$254K	0.20%	0.00%	New	Q3 2025
ASMLAsml Holding NV	$251K	0.20%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$250K	0.19%	Not reported	New	Q3 2025
PGRProgressive Corp	$235K	0.18%	0.00%	Not reported	Q2 2025
PLTRPalantir Technologies Inc.	$227K	0.18%	0.00%	New	Q3 2025
EMREmerson Electric Co	$210K	0.16%	0.00%	Not reported	Q2 2025
BSXBoston Scientific Corp	$210K	0.16%	0.00%	Not reported	Q1 2025
ABTAbbott Laboratories	$207K	0.16%	0.00%	New	Q3 2025

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