Centerpoint Advisors, LLC — 13F holdings

Centerpoint Advisors, LLC reported 425 holdings worth $352M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. IVV ISHARES TR — $97.0M (27.5%)
2. QUAL ISHARES TR — $29.5M (8.4%)
3. IJH ISHARES TR — $25.9M (7.4%)
4. IWB ISHARES TR — $22.1M (6.3%)
5. IJR ISHARES TR — $17.0M (4.8%)
6. IVW ISHARES TR — $15.0M (4.3%)
7. AAPL APPLE INC — $12.6M (3.6%)
8. GOOG ALPHABET INC — $9.92M (2.8%)
9. IVE ISHARES TR — $8.71M (2.5%)
10. MSFT MICROSOFT CORP — $7.78M (2.2%)