§ 13F · FUND PROFILE
Centerpoint Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $322K (13F)Positions · 466Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 128K | $84K | 27.3% | ±0% |
| 2 | QUAL | ISHARES TR | 133K | $26K | 8.3% | ±0% |
| 3 | IJH | ISHARES TR | 328K | $22K | 7.2% | +11% |
| 4 | IWB | ISHARES TR | 54K | $19K | 6.3% | −5% |
| 5 | IJR | ISHARES TR | 114K | $14K | 4.6% | −10% |
| 6 | IVW | ISHARES TR | 111K | $13K | 4.1% | −1% |
| 7 | AAPL | APPLE INC | 45K | $11K | 3.7% | −2% |
| 8 | GOOG | ALPHABET INC | 28K | $8K | 2.7% | −2% |
| 9 | IVE | ISHARES TR | 38K | $8K | 2.6% | −1% |
| 10 | MSFT | MICROSOFT CORP | 21K | $8K | 2.5% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CENTERPOINT SIGNAL
AC read
Centerpoint Advisors, LLC is a Other fund managing $322 thousand in assets. The fund runs a broad portfolio of 466 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed