Centerpoint Advisory Group
•CIK: 2054093•Filing: Q4 2025
**Centerpoint Advisory Group** manages $130M across a diversified portfolio of 107 positions. The fund exhibits notable concentration in technology and growth sectors, highlighted by top holdings including SPMO ($7.8M), NVDA ($7.1M), and AAPL ($5.8M). Further significant allocations are directed toward VIG ($5.5M) and JGRO ($5.1M). This structure suggests a tactical, high-conviction approach within established market leaders.
Total AUM
$129.8M
QoQ Performance
+1.0%
Positions
74
Top 10 Concentration
40.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPMO
NVDA
SPMO6.0%
NVDA5.5%
AAPL4.5%
VIG4.3%
JGRO4.0%
IWF3.5%
TCAF3.3%
PYLD3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.0%
Technology17.0%
Financial4.8%
Consumer4.4%
ETF1.7%
Healthcare1.6%
Industrial0.8%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑29 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024