Centerpoint Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1733788
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13F Reported Value
ⓘ$352.2M
Holdings
425
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Centerpoint Advisors, LLC disclosed 425 positions worth $352.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 28 new positions and exited 18 and a full exit from $AZN. The portfolio is most concentrated in Other (76.5% of disclosed assets). All figures are sourced directly from Centerpoint Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1733788.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
27.5% weight
Held 10 quarters
ISHARES TR - MSCI USA QLT
8.4% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
7.4% weight
Held 10 quarters
ISHARES TR - RUS 1000 ETF
6.3% weight
Held 10 quarters
ISHARES TR - CORE S&P SCP
4.8% weight
Held 10 quarters
ISHARES TR - INTL SEL DIV
8 quarters accumulating
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
$EXR8 quarters accumulating
ISHARES TR - ESG AWR MSCI
7 quarters accumulating
ISHARES TR - ESG AWARE MSC
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$97.0M129,473 shISHARES TR - MSCI USA QLT FCT
—Quality
$29.5M134,229 shISHARES TR - CORE S&P MCP ETF
—Quality
$25.9M336,148 shISHARES TR - RUS 1000 ETF
—Quality
$22.1M53,853 shISHARES TR - CORE S&P SCP ETF
—Quality
$17.0M114,399 shISHARES TR - S&P 500 GRWT ETF
—Quality
$15.0M109,316 sh- 76.4
Quality
$12.6M43,574 sh - 78.2
Quality
$9.9M28,085 sh ISHARES TR - S&P 500 VAL ETF
—Quality
$8.7M38,359 sh- 79.8
Quality
$7.8M20,868 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $97.0M | 129,473 |
| ISHARES TR - MSCI USA QLT FCT | — | $29.5M | 134,229 |
| ISHARES TR - CORE S&P MCP ETF | — | $25.9M | 336,148 |
| ISHARES TR - RUS 1000 ETF | — | $22.1M | 53,853 |
| ISHARES TR - CORE S&P SCP ETF | — | $17.0M | 114,399 |
| ISHARES TR - S&P 500 GRWT ETF | — | $15.0M | 109,316 |
 Apple Inc.$AAPL | 76.4 | $12.6M | 43,574 |
 Alphabet Inc.$GOOGL | 78.2 | $9.9M | 28,085 |
| ISHARES TR - S&P 500 VAL ETF | — | $8.7M | 38,359 |
 MICROSOFT CORP$MSFT | 79.8 | $7.8M | 20,868 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Centerpoint Advisors, LLC's 425 positions.
Showing top 10 of 425 holdings.
Sector Allocation
Other
$269.6M
Technology
$51.7M
Financials
$10.5M
Consumer Discretionary
$5.4M
Healthcare
$4.5M
Industrials
$3.1M
Utilities
$2.0M
Consumer Staples
$1.9M
Top Holdings — Centerpoint Advisors, LLC (Q2 2026)
Top 150 of 425 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $97.0M | 27.5% | +1% | — |
| 2 | — | ISHARES TR - MSCI USA QLT FCT | $29.5M | 8.4% | +1% | — |
| 3 | — | ISHARES TR - CORE S&P MCP ETF | $25.9M | 7.4% | +2% | — |
| 4 | — | ISHARES TR - RUS 1000 ETF | $22.1M | 6.3% | -0% | — |
| 5 | — | ISHARES TR - CORE S&P SCP ETF | $17.0M | 4.8% | +0% | — |
| 6 | — | ISHARES TR - S&P 500 GRWT ETF | $15.0M | 4.3% | -2% | — |
| 7 | $AAPL | Apple Inc. | $12.6M | 3.6% | -3% | 76.4 |
| 8 | $GOOGL | Alphabet Inc. | $9.9M | 2.8% | -1% | 78.2 |
| 9 | — | ISHARES TR - S&P 500 VAL ETF | $8.7M | 2.5% | -0% | — |
| 10 | $MSFT | MICROSOFT CORP | $7.8M | 2.2% | -1% | 79.8 |
| 11 |  $GOOG | Alphabet Inc. | $7.2M | 2.0% | -1% | 78.2 |
| 12 | — | ISHARES TR - S&P MC 400GR ETF | $7.2M | 2.0% | -2% | — |
| 13 | — | ISHARES TR - S&P SML 600 GWT | $7.1M | 2.0% | -1% | — |
| 14 | — | ISHARES TR - SP SMCP600VL ETF | $4.8M | 1.4% | -1% | — |
| 15 | — | ISHARES TR - S&P MC 400VL ETF | $4.8M | 1.4% | -0% | — |
| 16 | — | ISHARES TR - CORE MSCI EAFE | $4.4M | 1.2% | -1% | — |
| 17 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $3.3M | 0.9% | +0% | — |
| 18 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $3.1M | 0.9% | +0% | — |
| 19 | — | ISHARES TR - RUSEL 2500 ETF | $2.8M | 0.8% | -2% | — |
| 20 |  $AMAT | APPLIED MATERIALS INC /DE | $2.6M | 0.8% | -8% | 72.3 |
| 21 |  $NVDA | NVIDIA CORP | $2.3M | 0.7% | -27% | 85.9 |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $2.2M | 0.6% | +59% | — |
| 23 | — | ISHARES TR - CORE S&P TTL STK | $2.2M | 0.6% | -21% | — |
| 24 |  $AMZN | AMAZON COM INC | $2.0M | 0.6% | -4% | 68.7 |
| 25 |  $V | VISA INC. | $1.5M | 0.4% | -1% | 82.9 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.4% | -2% | 70.7 |
| 27 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.4M | 0.4% | +0% | — |
| 28 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.3M | 0.4% | -4% | — |
| 29 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.4% | -9% | 73.8 |
| 30 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.4% | +0% | 69.4 |
| 31 |  $META | Meta Platforms, Inc. | $1.2M | 0.3% | -10% | 79.6 |
| 32 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.3% | +0% | 86.2 |
| 33 | — | SPDR SERIES TRUST - ST STR P500VAL | $1.1M | 0.3% | -6% | — |
| 34 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.0M | 0.3% | -1% | 66.2 |
| 35 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.0M | 0.3% | +0% | 65.1 |
| 36 |  $JNJ | JOHNSON & JOHNSON | $1.0M | 0.3% | -5% | 69 |
| 37 |  $ORCL | ORACLE CORP | $990,000 | 0.3% | -1% | 66.2 |
| 38 |  $LLY | ELI LILLY & Co | $980,000 | 0.3% | -48% | 87.5 |
| 39 |  $GS | GOLDMAN SACHS GROUP INC | $873,000 | 0.3% | +0% | 73.5 |
| 40 | — | ISHARES TR - MSCI EAFE ETF | $842,000 | 0.2% | +0% | — |
| 41 |  $ES | EVERSOURCE ENERGY | $794,000 | 0.2% | +0% | 66.1 |
| 42 |  $XOM.R34088 | EXXON MOBIL CORP | $727,000 | 0.2% | -3% | 57.9 |
| 43 |  $TJX | TJX COMPANIES INC /DE/ | $726,000 | 0.2% | +0% | 68.7 |
| 44 |  $APD | Air Products & Chemicals, Inc. | $721,000 | 0.2% | +0% | 46.4 |
| 45 |  $HD | HOME DEPOT, INC. | $674,000 | 0.2% | +0% | 60.3 |
| 46 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $672,000 | 0.2% | +1% | — |
| 47 |  $ROK | ROCKWELL AUTOMATION, INC | $619,000 | 0.2% | +0% | 63.6 |
| 48 |  $MA | Mastercard Inc | $596,000 | 0.2% | +0% | 85.1 |
| 49 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $554,000 | 0.2% | NEW | — |
| 50 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $550,000 | 0.2% | +0% | — |
| 51 |  $KO | COCA COLA CO | $534,000 | 0.1% | +1026% | 69.5 |
| 52 | — | ISHARES TR - GLOBAL ENERG ETF | $530,000 | 0.1% | +0% | — |
| 53 |  $UNH | UNITEDHEALTH GROUP INC | $518,000 | 0.1% | +0% | 62.7 |
| 54 |  $ADI | ANALOG DEVICES INC | $496,000 | 0.1% | -17% | 79.2 |
| 55 | — | NORTHEAST BK PORTLAND ME - COM | $484,000 | 0.1% | +0% | — |
| 56 |  $SNA | Snap-on Inc | $482,000 | 0.1% | +0% | 63 |
| 57 |  $SYK | STRYKER CORP | $472,000 | 0.1% | +0% | 72.1 |
| 58 |  $LRCX | LAM RESEARCH CORP | $468,000 | 0.1% | +0% | 79.4 |
| 59 |  $GLD | SPDR GOLD TRUST | $444,000 | 0.1% | +1% | — |
| 60 | — | ISHARES TR - RUS 1000 VAL ETF | $436,000 | 0.1% | -17% | — |
| 61 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $423,000 | 0.1% | +39% | — |
| 62 |  $NXPI | NXP Semiconductors N.V. | $422,000 | 0.1% | +0% | — |
| 63 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $408,000 | 0.1% | +0% | 60.9 |
| 64 |  $GE | GENERAL ELECTRIC CO | $406,000 | 0.1% | +7% | 73.8 |
| 65 |  $PG | PROCTER & GAMBLE Co | $376,000 | 0.1% | +0% | 64.6 |
| 66 |  $NEE | NEXTERA ENERGY INC | $375,000 | 0.1% | +0% | 64.6 |
| 67 |  $MSI | Motorola Solutions, Inc. | $373,000 | 0.1% | +0% | 71.8 |
| 68 |  $SLV | iShares Silver Trust | $366,000 | 0.1% | +0% | — |
| 69 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $346,000 | 0.1% | +0% | — |
| 70 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $325,000 | 0.1% | +0% | — |
| 71 |  $SPGI | S&P Global Inc. | $325,000 | 0.1% | +0% | 76.1 |
| 72 |  $PM | Philip Morris International Inc. | $323,000 | 0.1% | -31% | 75.9 |
| 73 |  $GEV | GE Vernova Inc. | $313,000 | 0.1% | +8% | 81.1 |
| 74 |  $ABBV | AbbVie Inc. | $297,000 | 0.1% | -20% | 72.6 |
| 75 | — | SPDR SERIES TRUST - ST STR SP400VAL | $293,000 | 0.1% | -15% | — |
| 76 | — | ISHARES TR - CORE S&P US GWT | $288,000 | 0.1% | +0% | — |
| 77 |  $STT | STATE STREET CORP | $287,000 | 0.1% | -15% | 71.5 |
| 78 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $282,000 | 0.1% | NEW | — |
| 79 |  $PEP | PEPSICO INC | $260,000 | 0.1% | +4% | 63.4 |
| 80 |  $CSCO | CISCO SYSTEMS, INC. | $256,000 | 0.1% | +0% | 70.3 |
| 81 |  $PLTR | Palantir Technologies Inc. | $256,000 | 0.1% | -4% | 84.6 |
| 82 |  $IVZ | Invesco Ltd. | $255,000 | 0.1% | +0% | — |
| 83 |  $DHR | DANAHER CORP /DE/ | $238,000 | 0.1% | +0% | 64.8 |
| 84 |  $DIS | Walt Disney Co | $229,000 | 0.1% | +6% | 60.1 |
| 85 |  $CAT | CATERPILLAR INC | $229,000 | 0.1% | +0% | 66.5 |
| 86 |  $IEX | IDEX CORP /DE/ | $217,000 | 0.1% | +0% | 60.9 |
| 87 |  $TSLA | Tesla, Inc. | $209,000 | 0.1% | +0% | 53.9 |
| 88 |  $KLAC | KLA CORP | $206,000 | 0.1% | +837% | 78.6 |
| 89 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $194,000 | 0.1% | +2% | — |
| 90 |  $AMT | AMERICAN TOWER CORP /MA/ | $191,000 | 0.1% | +0% | 66.3 |
| 91 |  $MO | ALTRIA GROUP, INC. | $189,000 | 0.1% | -43% | 67.4 |
| 92 | — | ISHARES TR - RUS 1000 GRW ETF | $186,000 | 0.1% | +300% | — |
| 93 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $186,000 | 0.1% | NEW | — |
| 94 |  $BSX | BOSTON SCIENTIFIC CORP | $171,000 | 0.1% | +0% | 77.5 |
| 95 | — | ISHARES TR - CORE US AGGBD ET | $168,000 | 0.1% | +0% | — |
| 96 |  $BAC | BANK OF AMERICA CORP /DE/ | $165,000 | 0.1% | +7% | 67.6 |
| 97 |  $INTC | INTEL CORP | $161,000 | 0.1% | +0% | 45.6 |
| 98 |  $ADBE | ADOBE INC. | $160,000 | 0.1% | +0% | 77.6 |
| 99 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $149,000 | 0.0% | -27% | — |
| 100 |  $J | JACOBS SOLUTIONS INC. | $145,000 | 0.0% | +0% | 64.3 |
| 101 | — | SPDR SERIES TRUST - ST STR SP600SM C | $143,000 | 0.0% | -24% | — |
| 102 |  $WFC | WELLS FARGO & COMPANY/MN | $137,000 | 0.0% | +0% | 61.8 |
| 103 | $STT | STATE STREET CORP | $137,000 | 0.0% | -30% | 71.5 |
| 104 |  $NFLX | NETFLIX INC | $134,000 | 0.0% | +0% | 78.8 |
| 105 |  $MRK | Merck & Co., Inc. | $133,000 | 0.0% | +0% | 59.9 |
| 106 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $124,000 | 0.0% | +0% | — |
| 107 |  $SGOL | abrdn Gold ETF Trust | $123,000 | 0.0% | +0% | — |
| 108 |  $T | AT&T INC. | $121,000 | 0.0% | +0% | 65.7 |
| 109 | — | PACER FDS TR - GLOBL CASH ETF | $119,000 | 0.0% | NEW | — |
| 110 |  $MRVL | Marvell Technology, Inc. | $119,000 | 0.0% | +0% | 76.5 |
| 111 |  $GWW | W.W. GRAINGER, INC. | $113,000 | 0.0% | +0% | 61.8 |
| 112 |  $NEM | NEWMONT Corp /DE/ | $112,000 | 0.0% | +0% | 86.8 |
| 113 |  $AZO | AUTOZONE INC | $112,000 | 0.0% | -8% | 66.2 |
| 114 | — | AMPLIFY ETF TR - AMPLIFY LITHIUM | $108,000 | 0.0% | +0% | — |
| 115 |  $JCI | Johnson Controls International plc | $108,000 | 0.0% | +0% | — |
| 116 |  $ABT | ABBOTT LABORATORIES | $106,000 | 0.0% | +0% | 65.5 |
| 117 |  $LOW | LOWES COMPANIES INC | $106,000 | 0.0% | +0% | 60.8 |
| 118 | — | ISHARES TR - ESG AWR MSCI USA | $105,000 | 0.0% | +3% | — |
| 119 |  $PBA | PEMBINA PIPELINE CORP | $104,000 | 0.0% | NEW | — |
| 120 |  $MDT | Medtronic plc | $104,000 | 0.0% | +0% | 68.7 |
| 121 |  $ED | CONSOLIDATED EDISON INC | $103,000 | 0.0% | +0% | 67.3 |
| 122 | — | SPDR SERIES TRUST - ST STR P500ETF | $98,000 | 0.0% | +0% | — |
| 123 | — | ISHARES TR - 1 3 YR TREAS BD | $96,000 | 0.0% | -5% | — |
| 124 |  $ETN | Eaton Corp plc | $96,000 | 0.0% | +0% | — |
| 125 | — | ISHARES TR - INTL SEL DIV ETF | $95,000 | 0.0% | +3% | — |
| 126 |  $AVGO | Broadcom Inc. | $93,000 | 0.0% | -18% | 84.5 |
| 127 |  $RTX | RTX Corp | $89,000 | 0.0% | +0% | 73.2 |
| 128 |  $WT | WisdomTree, Inc. | $87,000 | 0.0% | +0% | 59.9 |
| 129 |  $HCA | HCA Healthcare, Inc. | $87,000 | 0.0% | +0% | 68.9 |
| 130 |  $CTAS | CINTAS CORP | $86,000 | 0.0% | +0% | 68.7 |
| 131 | — | VANGUARD STAR FDS - VG TL INTL STK F | $85,000 | 0.0% | +0% | — |
| 132 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $85,000 | 0.0% | +2% | — |
| 133 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $85,000 | 0.0% | NEW | — |
| 134 |  $HON | HONEYWELL INTERNATIONAL INC | $83,000 | 0.0% | -47% | 65 |
| 135 |  $PANW | Palo Alto Networks Inc | $83,000 | 0.0% | +0% | 65.5 |
| 136 |  $HONA | Honeywell Aerospace Inc. | $82,000 | 0.0% | NEW | — |
| 137 |  $LIN | LINDE PLC | $79,000 | 0.0% | -16% | — |
| 138 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $79,000 | 0.0% | -42% | 70 |
| 139 |  $HXL | HEXCEL CORP /DE/ | $77,000 | 0.0% | -0% | 58.1 |
| 140 |  $IAU | ISHARES GOLD TRUST | $77,000 | 0.0% | +0% | — |
| 141 |  $ESLT | ELBIT SYSTEMS LTD | $76,000 | 0.0% | +0% | — |
| 142 |  $PFE | PFIZER INC | $76,000 | 0.0% | +5962% | 62 |
| 143 | — | PIMCO ETF TR - MULTISECTOR BD | $74,000 | 0.0% | NEW | — |
| 144 |  $SPG | SIMON PROPERTY GROUP INC. | $73,000 | 0.0% | +0% | 76.7 |
| 145 | — | ISHARES TR - MSCI ACWI ETF | $72,000 | 0.0% | +0% | — |
| 146 |  $BX | Blackstone Inc. | $71,000 | 0.0% | +0% | 74.4 |
| 147 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $71,000 | 0.0% | +0% | — |
| 148 |  $DUK | Duke Energy CORP | $70,000 | 0.0% | +0% | 56.4 |
| 149 |  $WM | WASTE MANAGEMENT INC | $69,000 | 0.0% | -16% | 67.6 |
| 150 |  $UTG | REAVES UTILITY INCOME FUND | $69,000 | 0.0% | +0% | — |
New Positions (28)
VICTORY PORTFOLIOS II - SHS FR CA FL ETF$554,000
SELECT SECTOR SPDR TR - ST STR TECHN ETF$282,000
FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW$186,000
PACER FDS TR - GLOBL CASH ETF$119,000
$PBA PEMBINA PIPELINE CORP$104,000 PIMCO ETF TR - ENHAN SHRT MA AC$85,000
$HONA Honeywell Aerospace Inc.$82,000 PIMCO ETF TR - MULTISECTOR BD$74,000
PGIM ETF TR - AAA CLO ETF$64,000
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD$47,000
VANGUARD INDEX FDS - SMALL CP ETF$45,000
$IBIT iShares Bitcoin Trust ETF$34,000 FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF$32,000
$ARGX ARGENX SE$28,000
$CMG CHIPOTLE MEXICAN GRILL INC$20,000Exited Positions (18)
$AZN ASTRAZENECA PLC
$OXY OCCIDENTAL PETROLEUM CORP /DE/
$TMUS T-Mobile US, Inc.
$SDA SunCar Technology Group Inc.
$PB PROSPERITY BANCSHARES INC
$GILT GILAT SATELLITE NETWORKS LTD
$NLY ANNALY CAPITAL MANAGEMENT INC
$POOL POOL CORP
$CNXC Concentrix Corp
$NXST NEXSTAR MEDIA GROUP, INC. INVESCO EXCH TRADED FD TR II
$FISV FISERV INC
$HLX HORNBECK OFFSHORE SERVICES, INC.
$MOS MOSAIC CO ISHARES TR
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