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Portfolio (Quarterly) Guide ↗

Centerpoint Advisory Group

· CIK 0002054093
13F Portfolio $130M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New
Page 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 1,637.0 $823K 0.63% NEW $502.65
42 WTV WISDOMTREE TR 8,173.0 $763K 0.59% NEW $93.30 +7.6%
43 OKE ONEOK INC NEW Energy 10,284.0 $756K 0.58% NEW $73.50 +26.0%
44 GOOGL ALPHABET INC Communication Services 2,388.0 $747K 0.58% NEW $313.00 +23.9%
45 QQQ INVESCO QQQ TR Financial Services 1,172.0 $720K 0.56% NEW $614.31 +16.3%
46 COST COSTCO WHSL CORP NEW Consumer Defensive 826.0 $712K 0.55% NEW $862.34 +21.8%
47 TDIV FIRST TR EXCHANGE TRADED FD 7,060.0 $684K 0.53% NEW $96.84 +16.8%
48 COWZ PACER FDS TR 11,043.0 $664K 0.51% NEW $60.17 +5.3%
49 WMT WALMART INC Consumer Defensive 5,921.0 $660K 0.51% NEW $111.41 +17.4%
50 VOO VANGUARD INDEX FDS 1,032.0 $647K 0.50% NEW $627.02 +8.9%
51 FSK FS KKR CAP CORP Financial Services 43,596.0 $646K 0.50% NEW $14.81 -26.2%
52 TSLA TESLA INC Consumer Cyclical 1,401.0 $630K 0.48% NEW $449.72 -7.2%
53 IGEB ISHARES TR 13,465.0 $615K 0.47% NEW $45.66 -1.9%
54 NFLX NETFLIX INC Communication Services 6,420.0 $602K 0.46% NEW $93.76 -4.8%
55 FXH FIRST TR EXCHANGE TRADED FD 4,813.0 $548K 0.42% NEW $113.82 +0.5%
56 NOW SERVICENOW INC Technology 3,415.0 $523K 0.40% NEW $153.19 -34.9%
57 BAC BANK AMERICA CORP Financial Services 9,208.0 $506K 0.39% NEW $55.00 -6.4%
58 AXP AMERICAN EXPRESS CO Financial Services 1,364.0 $505K 0.39% NEW $369.95 -16.3%
59 IHDG WISDOMTREE TR 9,974.0 $485K 0.37% NEW $48.66 +4.4%
60 JPLD J P MORGAN EXCHANGE TRADED F 8,698.0 $455K 0.35% NEW $52.34 -0.5%
Page 3 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.5%
Financial Services 18.0%
Consumer Cyclical 9.3%
Communication Services 8.3%
Healthcare 5.1%
Energy 4.5%
Consumer Defensive 3.7%
Industrials 3.5%
Basic Materials 0.7%
Real Estate 0.5%