13F Insight
DOSSIER · 13F-HR · Q1 2026

Centerpoint Advisors, LLC

$307M in tracked AUM across 414 positions as of Q1 2026.

CA
CIK 0001733788 · last filed Mar 31, 2026
Total AUM
$307M
as of Q1 2026
Holdings
414
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Centerpoint Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$84M128K27.3%02
QUAL
ISHARES TR
$26M133K8.3%03
IJH
ISHARES TR
$22M328K7.2%04
IWB
ISHARES TR
$19M54K6.3%05
IJR
ISHARES TR
$14M114K4.6%06
IVW
ISHARES TR
$13M111K4.1%07
AAPL
APPLE INC
$11M45K3.7%08
GOOG
ALPHABET INC
$8M28K2.7%09
IVE
ISHARES TR
$8M38K2.6%10
MSFT
MICROSOFT CORP
$8M21K2.5%

Filing history

2026Q1Mar 31
$307M▼ 5.5%
414 positionsView →2025Q4Dec 31
$325M▲ 0.9%
416 positionsView →2025Q3Sep 30
$322M▲ 9.3%
466 positionsView →2025Q2Jun 30
$295M▲ 8.9%
415 positionsLocked2025Q1Mar 31
$271M▼ 5.2%
407 positionsLocked2024Q4Dec 31
$286M▼ 0.7%
464 positionsLocked2024Q3Sep 30
$288M▲ 3.6%
482 positionsLocked2024Q2Jun 30
$278M▲ 4.0%
453 positionsLocked2024Q1Mar 31
$267M▲ 4.9%
447 positionsLocked2023Q4Dec 31
$254M▲ 7.9%
444 positionsLocked2023Q3Sep 30
$236M▼ 4.4%
612 positionsLocked2023Q2Jun 30
$246M▲ 7.3%
613 positionsLocked
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