§ 13F · FUND PROFILE
Centerpoint Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $294.9B (13F)Positions · 415Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$304M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 128K | $87.8B | 27.0% | −2% |
| 2 | QUAL | ISHARES TR | 133K | $26.4B | 8.1% | −2% |
| 3 | IWB | ISHARES TR | 57K | $21.2B | 6.5% | −2% |
| 4 | IJH | ISHARES TR | 295K | $19.5B | 6.0% | −1% |
| 5 | IJR | ISHARES TR | 126K | $15.2B | 4.7% | −1% |
| 6 | IVW | ISHARES TR | 112K | $13.8B | 4.2% | −2% |
| 7 | AAPL | APPLE INC | 46K | $12.4B | 3.8% | −1% |
| 8 | MSFT | MICROSOFT CORP | 23K | $10.9B | 3.4% | ±0% |
| 9 | GOOG | ALPHABET INC | 29K | $9.1B | 2.8% | ±0% |
| 10 | IVE | ISHARES TR | 39K | $8.2B | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CENTERPOINT SIGNAL
AC read
Centerpoint Advisors, LLC is a Other fund managing $294.9 trillion in assets. The fund runs a broad portfolio of 415 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed