Centerpoint Advisory Group

CIK 0002054093 • 6 13F filings • Apr 22, 2025 – Jul 29, 2026

Import this data to Google Sheets with:

=jivedata("centerpoint-advisory-group","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Centerpoint Advisory Group, Investment Adviser Representative
Address: 7450 W. 130th Street, Suite 410, Overland Park, KS, 66213
Phone: 913-484-6328
AUM: $129.8M

AUM over time

$157.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $129.8M107 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$307K	0.2%Prev: 0.2%	1,917 SH	Increased
AB ACTIVE ETFS INC	SHORT DURATION H	$229K	0.2%Prev: 0.2%	6,370 SH	Increased+670 SH
AB ACTIVE ETFS INC	ULTRA SHORT INCM	$254K	0.2%	5,040 SH	New
ABBOTT LABS	COM	$357K	0.3%Prev: 0.2%	2,848 SH	Increased+1,300 SH
ABBVIE INC	COM	$1.4M	1.1%Prev: 1.1%	5,987 SH	Decreased-350 SH
ADVANCED MICRO DEVICES INC	COM	$337K	0.3%Prev: 0.2%	1,573 SH	Increased-140 SH
ALPHABET INC	CAP STK CL A	$747K	0.6%Prev: 0.5%	2,388 SH	Increased-62 SH
ALPHABET INC	CAP STK CL C	$1.7M	1.3%Prev: 1.1%	5,288 SH	Increased-475 SH
AMAZON COM INC	COM	$2.6M	2.0%Prev: 1.9%	11,247 SH	Increased+84 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.2M	0.9%Prev: 0.9%	15,456 SH	Increased+304 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.1M	1.6%Prev: 1.7%	20,666 SH	Decreased-739 SH
AMERICAN EXPRESS CO	COM	$505K	0.4%Prev: 0.4%	1,364 SH	Increased
APPLE INC	COM	$5.8M	4.5%Prev: 4.3%	21,461 SH	Increased-12 SH
ARISTA NETWORKS INC	COM SHS	$229K	0.2%Prev: 0.2%	1,746 SH	Decreased
ASML HOLDING N V	N Y REGISTRY SHS	$277K	0.2%Prev: 0.2%	259 SH	Increased
BANK AMERICA CORP	COM	$506K	0.4%Prev: 0.4%	9,208 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$823K	0.6%Prev: 0.6%	1,637 SH	Increased+26 SH
BLACKROCK INC	COM	$1.2M	0.9%Prev: 1.0%	1,144 SH	Decreased
BLACKSTONE INC	COM	$246K	0.2%Prev: 0.2%	1,597 SH	Decreased
BOSTON SCIENTIFIC CORP	COM	$205K	0.2%Prev: 0.2%	2,151 SH	Decreased
BROADCOM INC	COM	$2.9M	2.2%Prev: 2.1%	8,316 SH	Increased-25 SH
CATERPILLAR INC	COM	$427K	0.3%Prev: 0.3%	745 SH	Decreased-175 SH
CHEVRON CORP NEW	COM	$980K	0.8%Prev: 0.8%	6,433 SH	Decreased
COMMERCE BANCSHARES INC	COM	$237K	0.2%Prev: 0.2%	4,534 SH	Decreased+215 SH
COSTCO WHSL CORP NEW	COM	$712K	0.5%Prev: 0.6%	826 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$1.1M	0.8%Prev: 0.9%	2,323 SH	Decreased
CUMMINS INC	COM	$204K	0.2%Prev: 0.2%	400 SH	Decreased-230 SH
DEERE & CO	COM	$285K	0.2%Prev: 0.2%	613 SH	Increased
ELI LILLY & CO	COM	$401K	0.3%Prev: 0.2%	373 SH	Increased
EMERSON ELEC CO	COM	$213K	0.2%Prev: 0.2%	1,604 SH	Increased
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$351K	0.3%Prev: 0.3%	3,200 SH	Increased+100 SH
ETF SER SOLUTIONS	DISTILLATE US	$3.8M	2.9%Prev: 3.1%	64,075 SH	Decreased-4,541 SH
EXXON MOBIL CORP	COM	$344K	0.3%Prev: 0.3%	2,859 SH	Increased
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$237K	0.2%Prev: 0.2%	3,920 SH	Increased
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$548K	0.4%Prev: 0.4%	4,813 SH	Decreased-350 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$684K	0.5%Prev: 0.5%	7,060 SH	Decreased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.2M	1.7%Prev: 1.7%	31,846 SH	Increased-420 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.7M	2.1%Prev: 2.1%	29,156 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.6M	1.3%Prev: 0.6%	27,282 SH	Increased+13,765 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$1.3M	1.0%Prev: 0.7%	48,585 SH	Increased+12,460 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$418K	0.3%Prev: 0.3%	1,817 SH	Decreased-43 SH
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$391K	0.3%Prev: 0.3%	62,079 SH	Decreased+2,198 SH
FS KKR CAP CORP	COM	$646K	0.5%Prev: 0.5%	43,596 SH	Decreased-1,964 SH
GEVO INC	COM PAR	$108K	0.1%Prev: 0.1%	54,000 SH	Increased
HOME DEPOT INC	COM	$1.1M	0.9%Prev: 1.0%	3,213 SH	Decreased
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$921K	0.7%Prev: 0.6%	3,642 SH	Increased+295 SH
INVESCO EXCH TRADED FD TR II	PURBTA 0 5 YR	$348K	0.3%Prev: 0.3%	13,444 SH	Decreased-2,358 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$7.8M	6.0%Prev: 5.3%	65,134 SH	Increased+8,940 SH
INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$293K	0.2%Prev: 0.2%	8,347 SH	Increased-50 SH
INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$1.1M	0.9%Prev: 0.9%	19,490 SH	Decreased-750 SH
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$4.1M	3.1%Prev: 3.3%	66,643 SH	Decreased-3,589 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$883K	0.7%Prev: 0.7%	7,758 SH	Increased+300 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$969K	0.7%Prev: 0.7%	7,001 SH	Increased+40 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.3M	2.6%Prev: 2.7%	32,524 SH	Decreased-425 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.4M	1.1%Prev: 0.9%	19,259 SH	Increased+3,615 SH
INVESCO QQQ TR	UNIT SER 1	$720K	0.6%Prev: 0.5%	1,172 SH	Increased
IRON MTN INC DEL	COM	$210K	0.2%Prev: 0.2%	2,535 SH	Decreased
ISHARES TR	CORE DIV GRWTH	$2.5M	1.9%Prev: 1.9%	35,329 SH	Increased+153 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	1.0%Prev: 0.8%	1,810 SH	Increased+327 SH
ISHARES TR	INVESTMENT GRADE	$615K	0.5%Prev: 0.5%	13,465 SH	Decreased-1,631 SH
ISHARES TR	RUS 1000 GRW ETF	$4.5M	3.5%Prev: 3.5%	9,551 SH	Increased+18 SH
ISHARES TR	RUS 1000 VAL ETF	$1.8M	1.4%Prev: 1.4%	8,778 SH	Increased-65 SH
ISHARES TR	RUS MD CP GR ETF	$242K	0.2%Prev: 0.2%	1,767 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$265K	0.2%Prev: 0.2%	2,753 SH	Decreased
ISHARES TR	RUS TP200 GR ETF	$212K	0.2%Prev: 0.2%	765 SH	Increased
ISHARES TR	RUS TP200 VL ETF	$1.5M	1.2%Prev: 1.0%	16,533 SH	Increased+1,665 SH
ISHARES TR	US AER DEF ETF	$449K	0.3%Prev: 0.4%	2,093 SH	Decreased-302 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$5.1M	4.0%Prev: 4.3%	55,383 SH	Decreased-2,859 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$455K	0.4%Prev: 0.4%	8,698 SH	Decreased-870 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$405K	0.3%Prev: 0.3%	8,010 SH	Decreased-459 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$2.2M	1.7%Prev: 1.8%	35,539 SH	Decreased-1,674 SH
JPMORGAN CHASE & CO.	COM	$2.8M	2.1%Prev: 2.1%	8,579 SH	Increased
MAIA BIOTECHNOLOGY INC	COM	$24K	0.0%Prev: 0.0%	15,730 SH	Decreased
META PLATFORMS INC	CL A	$852K	0.7%Prev: 0.7%	1,290 SH	Decreased
MICROSOFT CORP	COM	$2.6M	2.0%Prev: 2.3%	5,404 SH	Decreased-315 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$299K	0.2%Prev: 0.2%	5,810 SH	Increased+200 SH
NETFLIX INC	COM	$602K	0.5%Prev: 0.6%	6,420 SH	Decreased+5,778 SH
NVIDIA CORPORATION	COM	$7.1M	5.5%Prev: 6.1%	38,252 SH	Decreased-3,545 SH
ONEOK INC NEW	COM	$756K	0.6%Prev: 0.6%	10,284 SH	Decreased-125 SH
PACER FDS TR	US CASH COWS 100	$664K	0.5%Prev: 0.5%	11,043 SH	Decreased-760 SH
PALANTIR TECHNOLOGIES INC	CL A	$217K	0.2%Prev: 0.2%	1,219 SH	Decreased-26 SH
PIMCO ETF TR	MULTISECTOR BD	$4.1M	3.1%Prev: 3.0%	153,161 SH	Increased+10,609 SH
PNC FINL SVCS GROUP INC	COM	$281K	0.2%Prev: 0.2%	1,345 SH	Increased
PROCTER AND GAMBLE CO	COM	$357K	0.3%Prev: 0.3%	2,491 SH	Decreased
PROGRESSIVE CORP	COM	$216K	0.2%Prev: 0.2%	950 SH	Decreased
PROSHARES TR	S&P MDCP 400 DIV	$252K	0.2%Prev: 0.2%	2,998 SH	Decreased
RBB FD INC	US TREAS 3 MNTH	$260K	0.2%Prev: 0.3%	5,215 SH	Decreased-2,000 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$279K	0.2%Prev: 0.2%	10,158 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET ENE	$221K	0.2%	4,950 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$357K	0.3%	6,515 SH	New
SERVICENOW INC	COM	$523K	0.4%Prev: 0.5%	3,415 SH	Decreased+2,732 SH
SOUTHERN COPPER CORP	COM	$201K	0.2%	1,401 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$256K	0.2%Prev: 0.2%	376 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$922K	0.7%	34,819 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$221K	0.2%Prev: 0.5%	7,538 SH	Decreased-7,200 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$4.3M	3.3%Prev: 3.1%	112,075 SH	Increased+6,375 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$283K	0.2%Prev: 0.2%	932 SH	Increased
TESLA INC	COM	$630K	0.5%Prev: 0.5%	1,401 SH	Increased+10 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$647K	0.5%Prev: 0.5%	1,032 SH	Increased+2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$296K	0.2%Prev: 0.2%	884 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.5M	4.3%Prev: 4.3%	25,215 SH	Increased-275 SH
VERTIV HOLDINGS CO	COM CL A	$215K	0.2%	1,330 SH	New
WALMART INC	COM	$660K	0.5%Prev: 0.5%	5,921 SH	Increased-170 SH
WELLS FARGO CO NEW	COM	$388K	0.3%Prev: 0.3%	4,159 SH	Increased
WISDOMTREE TR	ITL HDG QTLY DIV	$485K	0.4%Prev: 0.4%	9,974 SH	Increased-12 SH
WISDOMTREE TR	US QTLY DIV GRT	$2.7M	2.1%Prev: 2.1%	30,386 SH	Decreased-385 SH
WISDOMTREE TR	WISDOMTREE US VA	$763K	0.6%Prev: 0.4%	8,173 SH	Increased+1,884 SH

Sold (vs prior filing)

INVESCO EXCH TRADED FD TR II — $321K
INVESCO EXCH TRADED FD TR II — $317K
PACER FDS TR — $214K
SELECT SECTOR SPDR TR — $220K
SELECT SECTOR SPDR TR — $346K
SPDR SERIES TRUST — $1.0M
UNITEDHEALTH GROUP INC — $207K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0002085853-26-000190	$129.8M	View
Nov 4, 2025	Q3 2025	13F-HR	0002085853-25-000219	$128.5M	View
Jul 29, 2026	Q2 2026