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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002054093

Centerpoint Advisory Group

Overland Park, KS · File #028-24688

Latest AUM
$129.8M
Positions
107
Top-10 Concentration
46.9%
Filings
5

Sector Allocation

Financials
22.1%$28.7M
Technology
16.2%$21.1M
Energy
1.6%$2.1M
Healthcare
1.5%$2.0M
Industrials
1.3%$1.7M
Consumer Staples
0.5%$659,660
Materials
0.2%$309,002

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1INVESCO EXCH TRADED FD TR IIIVZ65,134$7.8M6.99%
2NVIDIA CORPORATIONNVDA38,252$7.1M6.42%
3APPLE INCAAPL21,461$5.8M5.25%
4VANGUARD SPECIALIZED FUNDS92190884425,215$5.5M4.98%
5J P MORGAN EXCHANGE TRADED F46654Q60955,383$5.1M4.62%
6ISHARES TR4642876149,551$4.5M4.07%
7T ROWE PRICE ETF INC87283Q867112,075$4.3M3.85%
8PIMCO ETF TR72201R585153,161$4.1M3.68%
9INVESCO EXCH TRD SLF IDX FDIVZ66,643$4.1M3.66%
10ETF SER SOLUTIONS26922A32164,075$3.8M3.39%
11INVESCO EXCHANGE TRADED FD TIVZ32,524$3.3M3.00%
12BROADCOM INCAVGO8,316$2.9M2.59%
13JPMORGAN CHASE & CO.VYLD8,579$2.8M2.49%
14WISDOMTREE TRWT30,386$2.7M2.44%
15FIRST TR EXCHANGE-TRADED FD33733E10429,156$2.7M2.43%
16MICROSOFT CORPMSFT5,404$2.6M2.35%
17AMAZON COM INCAMZN11,247$2.6M2.33%
18ISHARES TR46434V62135,329$2.5M2.21%
19J P MORGAN EXCHANGE TRADED F46641Q76135,539$2.2M2.02%
20FIRST TR EXCHANGE TRADED FD33738R50631,846$2.2M1.99%