Centerpoint Advisory Group: 13F holdings
CIK 20540932026Q2
| Positions | 117 |
|---|
| Reported value | $157.7m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 117 (+9 vs prior quarter) |
|---|
| Reported value | $157.7m (+18.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPMO INVESCO EXCH TRADED FD TR II | 80,099 | $12.9m | 8.2% |
| NVDA NVIDIA CORPORATION | 38,423 | $7.7m | 4.9% |
| PYLD PIMCO ETF TR | 231,003 | $6.1m | 3.9% |
| AAPL APPLE INC | 20,646 | $6.0m | 3.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 24,272 | $5.7m | 3.6% |
| JGRO J P MORGAN EXCHANGE TRADED F | 53,049 | $5.2m | 3.3% |
| TCAF T ROWE PRICE EXCHANGE-TRADED | 115,720 | $4.8m | 3.0% |
| IWF ISHARES TR | 38,009 | $4.7m | 3.0% |
| OMFL INVESCO EXCH TRD SLF IDX FD | 65,197 | $4.5m | 2.8% |
| FTSM FIRST TR EXCHANGE-TRADED FD | 65,281 | $3.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054093")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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