StockDriftsStockDriftsTop 50 Centerpoint Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.53% | 129.5K | $97.0M | +0.83%(+1.07K) | $396.05(+96.68%) | 2026-06-30 | |
| QUAL | ISHARES TR | 8.36% | 134.2K | $29.5M | +0.71%(+949) | $106.34(+111.62%) | 2026-06-30 | |
| IJH | ISHARES TR | 7.36% | 336.1K | $25.9M | +2.43%(+7.96K) | $45.44(+72.87%) | 2026-06-30 | |
| IWB | ISHARES TR | 6.26% | 53.9K | $22.1M | -0.07%(-38) | $179.78(+136.28%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.82% | 114.4K | $17.0M | +0.28%(+322) | $81.36(+84.30%) | 2026-06-30 | |
| IVW | ISHARES TR | 4.27% | 109.3K | $15.0M | -1.58%(-1.75K) | $39.59(+257.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.58% | 43.6K | $12.6M | -2.93%(-1.31K) | $126.45(+141.50%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.82% | 28.1K | $9.9M | -1.36%(-386) | $69.46(+393.33%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.47% | 38.4K | $8.7M | -0.26%(-101) | $112.20(+111.34%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.21% | 20.9K | $7.8M | -0.55%(-115) | $143.28(+239.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.65% | +62.83% | +10.29% | +63.17% |
| Top 20 Holdings Unweighted | +18.47% | +66.28% | +11.07% | +69.01% |
Centerpoint Advisors, LLC reports $352.19M in US-listed equity holdings across 425 positions in its most recent 13F filing. Its largest disclosed positions are IVV (27.5%), QUAL (8.4%) and IJH (7.4%). The top 20 holdings account for 83.08% of reported assets. Its disclosed equity book has returned +62.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Centerpoint Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1733788). View Centerpoint Advisors, LLC’s 13F filings on SEC