Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Centerpoint Advisors, LLC (CIK 1733788) reported $307.3M across 408 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($83.9M, 27.29%), QUAL ($25.6M, 8.32%), IJH ($22.2M, 7.21%), IWB ($19.2M, 6.25%), IJR ($14.2M, 4.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $83.9M | 27.29% | 128,404 | Added |
| 2 | QUAL | ISHARES TR | $25.6M | 8.32% | 133,280 | Added |
| 3 | IJH | ISHARES TR | $22.2M | 7.21% | 328,185 | Added |
| 4 | IWB | ISHARES TR | $19.2M | 6.25% | 53,891 | Trimmed |
| 5 | IJR | ISHARES TR | $14.2M | 4.61% | 114,077 | Trimmed |
| 6 | IVW | ISHARES TR | $12.6M | 4.09% | 111,071 | Trimmed |
| 7 | AAPL | APPLE INC | $11.4M | 3.71% | 44,887 | Trimmed |
| 8 | GOOG | ALPHABET INC | $8.2M | 2.66% | 28,471 | Trimmed |
| 9 | IVE | ISHARES TR | $8.1M | 2.64% | 38,460 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $7.8M | 2.53% | 20,983 | Trimmed |
| 11 | IJK | ISHARES TR | $6.3M | 2.04% | 62,308 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $5.8M | 1.90% | 20,304 | Trimmed |
| 13 | IJT | ISHARES TR | $5.8M | 1.88% | 39,970 | Trimmed |
| 14 | IJJ | ISHARES TR | $4.3M | 1.39% | 32,210 | Trimmed |
| 15 | IJS | ISHARES TR | $4.2M | 1.37% | 35,668 | Trimmed |
| 16 | IEFA | ISHARES TR | $4.1M | 1.34% | 45,603 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $2.8M | 0.91% | 16,011 | Trimmed |
| 18 | SCHA | SCHWAB STRATEGIC TR | $2.6M | 0.85% | 90,000 | Trimmed |
| 19 | SCHM | SCHWAB STRATEGIC TR | $2.6M | 0.85% | 84,000 | Hold |
| 20 | ITOT | ISHARES TR | $2.4M | 0.79% | 16,954 | Added |
| 21 | SMMD | ISHARES TR | $2.3M | 0.76% | 30,637 | Hold |
| 22 | AMZN | AMAZON COM INC | $1.8M | 0.60% | 8,847 | Trimmed |
| 23 | LLY | ELI LILLY &CO | $1.4M | 0.47% | 1,567 | Hold |
| 24 | JPM | JPMORGAN CHASE &CO | $1.4M | 0.45% | 4,699 | Trimmed |
| 25 | V | VISA INC | $1.4M | 0.44% | 4,513 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31