§ 13F · FUND PROFILE
Centerpoint Advisors, LLC.
AUM · $352K (13F)Positions · 425Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 129K | $97K | 27.5% | +1% |
| 2 | QUAL | ISHARES TR | 134K | $29K | 8.4% | +1% |
| 3 | IJH | ISHARES TR | 336K | $26K | 7.4% | +2% |
| 4 | IWB | ISHARES TR | 54K | $22K | 6.3% | ±0% |
| 5 | IJR | ISHARES TR | 114K | $17K | 4.8% | ±0% |
| 6 | IVW | ISHARES TR | 109K | $15K | 4.3% | −2% |
| 7 | AAPL | APPLE INC | 44K | $13K | 3.6% | −3% |
| 8 | GOOG | ALPHABET INC | 28K | $10K | 2.8% | −1% |
| 9 | IVE | ISHARES TR | 38K | $9K | 2.5% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 21K | $8K | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CENTERPOINT SIGNAL
AC read
Centerpoint Advisors, LLC is a Other fund managing $352 thousand in assets. The fund runs a broad portfolio of 425 positions.
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