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CIK: 0002054093
Total reported value
$157.7M
$157.7M
108 檔
19.7%
During the Q3 2025 filing period, Centerpoint Advisory Group (CIK: 0002054093) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $157.7M across 108 reported positions.
In Q3 2025, Centerpoint Advisory Group displayed an active expansion posture, initiating 14 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.07% | -0.20% | -0.78% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.30% | +1.93% | +40.29% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.28% | -0.44% | -1.46% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.26% | -0.11% | -1.44% | |
| 5 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 4.25% | -0.12% | -9.34% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.48% | -0.09% | +3.31% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 3.29% | -0.16% | -5.74% | |
| 8 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 3.10% | -0.02% | +8.15% | |
| 9 | DSTL | Distillate US Fundamental St | ETF-Other | 3.10% | -0.47% | -9.12% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.98% | -0.41% | +60.43% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.69% | -0.26% | -0.23% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.18% | -1.68% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.14% | +0.14% | -2.91% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.13% | -0.21% | -2.38% | |
| 15 | FTCS | First Trust Capital Strength | ETF-Other | 2.13% | -0.33% | -0.44% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | -0.23% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | -0.10% | +0.71% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.86% | -0.14% | -2.91% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.82% | -0.02% | -1.22% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 1.69% | -0.02% | -3.93% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.66% | -0.01% | -1.54% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.40% | -0.07% | -7.28% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | -0.06% | -0.05% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | +0.05% | +0.59% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.04% | -0.10% | — | |
| 26 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.02% | +0.01% | +43.18% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.11% | +1.58% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.89% | +0.53% | +45.20% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.89% | +0.44% | — | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.89% | +0.07% | +5.66% | |
| 31 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 0.87% | -0.05% | -4.67% | |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.80% | -0.10% | -9.92% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.33% | +1.12% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.08% | +2.06% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.07% | +2.22% | |
| 36 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.73% | +0.02% | +8.66% | |
| 37 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.73% | +0.53% | +35.38% | |
| 38 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.66% | -0.06% | -0.67% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.64% | +0.06% | +19.07% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.06% | +0.31% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.63% | -0.55% | +4.04% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.17% | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.09% | — | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.59% | -0.05% | +7.21% | |
| 45 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.55% | — | -0.49% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | -0.05% | -6.98% | |
| 47 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.54% | +0.01% | — | |
| 48 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.54% | -0.14% | -1.95% | |
| 49 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.53% | -0.13% | -12.70% | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.53% | -0.12% | -11.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +3.1% | +40.29% | Add |
| 2 | NVDA | Nvidia CORP | +1.9% | -0.78% | Add |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.9% | +60.43% | Add |
| 4 | AVGO | Broadcom Inc | +0.8% | -2.91% | Add |
| 5 | IWX | Ishares Russell Top 200 Valu | +0.4% | +43.18% | Add |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | +0.3% | +45.20% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | -1.68% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | — | Add |
| 9 | BLK | Blackrock Inc | +0.2% | — | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +9.44% | Add |
| 11 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +72.67% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.79% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +2.22% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.59% | Trim |
| 15 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +19.07% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | — | Add |
| 17 | SMCI | Super Micro Computer Inc | +0.1% | -0.49% | Add |
| 18 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +8.15% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 20 | IWF | Ishares Russell 1000 Growth | +0.1% | +3.31% | Trim |
| 21 | AVEM | Avantis Emerging Markets Eq | 0% | +5.66% | Add |
| 22 | XMMO | Invesco S&p Midcap Momentum | 0% | +8.66% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | +2.06% | Add |
| 24 | AMZN | Amazon.com Inc | -0.1% | +0.71% | Add |
| 25 | LLY | Eli Lilly & Co | -0.3% | — | Trim |
| 26 | XMHQ | Invesco S&p Midcap Qual ETF | -0.4% | -0.23% | Trim |
| 27 | PG | Procter & Gamble Co/the | -0.4% | -24.31% | Trim |
| 28 | AAPL | Apple Inc | -0.6% | -1.44% | Trim |
| 29 | FSK | Fs Kkr Capital CORP | -0.6% | -12.70% | Trim |
| 30 | IWD | Ishares Russell 1000 Value E | -0.6% | -7.28% | Trim |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.7% | -1.46% | Trim |
| 32 | JGRO | Jpmorgan Active Growth ETF | -0.8% | -9.34% | Trim |
| 33 | RDVI | Ft Vest Rising Dividend Achi | — | NEW | New buy |
| 34 | EOG | Eog Resources Inc | — | EXIT | Sold out |
| 35 | AMGN | Amgen Inc | — | EXIT | Sold out |
| 36 | SPHD | Invesco S&p 500 High Dividen | — | NEW | New buy |
| 37 | TBLL | Invesco Short Term Treasury | — | NEW | New buy |
| 38 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 39 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 40 | JPSE | JPM Diversified Rt Small Cap | — | EXIT | Sold out |
| 41 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 42 | CMI | Cummins Inc | — | NEW | New buy |
| 43 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 44 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 45 | ANET | Arista Networks Inc | — | NEW | New buy |
| 46 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 47 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 49 | PGR | Progressive CORP | — | NEW | New buy |
| 50 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, Centerpoint Advisory Group reported a total U.S. public equity portfolio value of $157.7M across 108 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPMO, VIG) accounted for 19.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
RDVI
市值: $933.8K
Top Position Liquidated / Trimmed
EOG
前期市值: $404.0K
During Q3 2025, Centerpoint Advisory Group's top holdings by market value included NVDA (6.1%)、SPMO (5.3%)、VIG (4.3%). The largest single position, NVDA, represented 6.1% of total portfolio value.
In Q3 2025, Centerpoint Advisory Group made 49 total portfolio adjustments, initiating 14 new buys, adding to 21 positions, trimming 10 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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