Centerpoint Advisors, LLC
Centerpoint Advisors, LLC reported 425 positions worth $352.2K as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IVV (27.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $97.0K | 27.53% | 129,473 | — | — | |
| ▸ 2 | QUAL | SH | $29.5K | 8.36% | 134,229 | — | — | |
| ▸ 3 | IJH | SH | $25.9K | 7.36% | 336,148 | — | — | |
| ▸ 4 | IWB | SH | $22.1K | 6.26% | 53,853 | — | — | |
| ▸ 5 | IJR | SH | $17.0K | 4.82% | 114,399 | — | — | |
| ▸ 6 | IVW | SH | $15.0K | 4.27% | 109,316 | — | — | |
| ▸ 7 | AAPL | SH | $12.6K | 3.58% | 43,574 | — | — | |
| ▸ 8 | GOOG | SH | $9.9K | 2.82% | 28,085 | — | — | |
| ▸ 9 | IVE | SH | $8.7K | 2.47% | 38,359 | — | — | |
| ▸ 10 | MSFT | SH | $7.8K | 2.21% | 20,868 | — | — |
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Frequently Asked Questions
What stocks does Centerpoint Advisors, LLC hold as of Q2 2026?
Centerpoint Advisors, LLC reported 425 positions worth $352.2K in its Q2 2026 13F filing. Largest positions: IVV (27.5%), QUAL (8.4%), IJH (7.4%), IWB (6.3%) and IJR (4.8%).
What did Centerpoint Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Centerpoint Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.