account_balance
Investment manager · 13F filer · SEC CIK 1733788
Centerpoint Advisors, LLC
Reported value$363Mas of Sep 30, 2026
Positions416 83 new, 92 sold out
Top 10 weight69.5%IVV alone is 28%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
27.7%
QUALiShares Tr
8.3%
IJHiShares Tr
6.9%Added +3%
IWBiShares Tr
6.1%
IJRiShares Tr
4.3%
IVWiShares Tr
4.2%Trimmed −3%
AAPLApple Inc.
4.1%Added +2%
MSFTMicrosoft Corp
3.0%+3%
GOOGAlphabet Inc.
2.6%
IVEiShares Tr
2.4%
GOOGLAlphabet Inc.
2.0%+2%
IJK1.8%
IVViShares Tr
27.7%
QUALiShares Tr
8.3%
IJHiShares Tr
6.9%
IWBiShares Tr
6.1%
IJRiShares Tr
4.3%
IVWiShares Tr
4.2%
AAPLApple Inc.
4.1%
MSFT3.0%GOOGIVE
GOOGLIJK1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 27.7% Held
QUAL iShares Tr 8.3% Held
IJH iShares Tr 6.9% Added +3%
IWB iShares Tr 6.1% Held
IJR iShares Tr 4.3% Held
IVW iShares Tr 4.2% Trimmed −3%
AAPL Apple Inc. 4.1% Added +2%MSFT Microsoft Corp 3.0% Added +3%GOOG Alphabet Inc. 2.6% HeldIVE iShares Tr 2.4% Held
GOOGL Alphabet Inc. 2.0% Added +2%IJK iShares Tr 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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