Centerpoint Advisors, LLC

Est. AUM

$307.3M

13F long equity, this entity only

Positions

414

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$83.9M	128404	27.29%	SOLE
2	ISHARES TR	MSCI USA QLT FCT	$25.6M	133280	8.32%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$22.2M	328185	7.21%	SOLE
4	ISHARES TR	RUS 1000 ETF	$19.2M	53891	6.25%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$14.2M	114077	4.61%	SOLE
6	ISHARES TR	S&P 500 GRWT ETF	$12.6M	111071	4.09%	SOLE
7	APPLE INC	COM	$11.4M	44887	3.71%	SOLE
8	ALPHABET INC	CAP STK CL C	$8.2M	28471	2.66%	SOLE
9	ISHARES TR	S&P 500 VAL ETF	$8.1M	38460	2.64%	SOLE
10	MICROSOFT CORP	COM	$7.8M	20983	2.53%	SOLE
11	ISHARES TR	S&P MC 400GR ETF	$6.3M	62308	2.04%	SOLE
12	ALPHABET INC	CAP STK CL A	$5.8M	20304	1.90%	SOLE
13	ISHARES TR	S&P SML 600 GWT	$5.8M	39970	1.88%	SOLE
14	ISHARES TR	S&P MC 400VL ETF	$4.3M	32210	1.39%	SOLE
15	ISHARES TR	SP SMCP600VL ETF	$4.2M	35668	1.37%	SOLE
16	ISHARES TR	CORE MSCI EAFE	$4.1M	45603	1.34%	SOLE
17	NVIDIA CORPORATION	COM	$2.8M	16011	0.91%	SOLE
18	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.6M	90000	0.85%	SOLE
19	SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.6M	84000	0.85%	SOLE
20	ISHARES TR	CORE S&P TTL STK	$2.4M	16954	0.79%	SOLE
21	ISHARES TR	RUSEL 2500 ETF	$2.3M	30637	0.76%	SOLE
22	AMAZON COM INC	COM	$1.8M	8847	0.60%	SOLE
23	ELI LILLY &CO	COM	$1.4M	1567	0.47%	SOLE
24	JPMORGAN CHASE &CO	COM	$1.4M	4699	0.45%	SOLE
25	VISA INC	COM CL A	$1.4M	4513	0.44%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2836	0.44%	SOLE
27	META PLATFORMS INC	CL A	$1.4M	2371	0.44%	SOLE
28	APPLIED MATLS INC	COM	$1.4M	3957	0.44%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1865	0.39%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	11783	0.38%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	20178	0.37%	SOLE
32	AMERICAN EXPRESS CO	COM	$1.1M	3751	0.37%	SOLE
33	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.1M	5501	0.37%	SOLE
34	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1125	0.36%	SOLE
35	JOHNSON &JOHNSON	COM	$1.0M	4175	0.33%	SOLE
36	ORACLE CORP	COM	$999K	6794	0.33%	SOLE
37	THERMO FISHER SCIENTIFIC INC	COM	$990K	2015	0.32%	SOLE
38	EXXON MOBIL CORP	COM	$930K	5479	0.30%	SOLE
39	ISHARES TR	MSCI EAFE ETF	$787K	8102	0.26%	SOLE
40	TJX COS INC NEW	COM	$765K	4790	0.25%	SOLE
41	EVERSOURCE ENERGY	COM	$761K	10983	0.25%	SOLE
42	GOLDMAN SACHS GROUP INC	COM	$730K	863	0.24%	SOLE
43	AIR PRODUCTS AND CHEMICALS I	COM	$714K	2459	0.23%	SOLE
44	HOME DEPOT INC	COM	$628K	1909	0.20%	SOLE
45	ISHARES TR	GLOBAL ENERG ETF	$620K	10756	0.20%	SOLE
46	MASTERCARD INCORPORATED	CL A	$580K	1160	0.19%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$577K	1800	0.19%	SOLE
48	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$532K	17337	0.17%	SOLE
49	SPDR GOLD TR	GOLD SHS	$516K	1199	0.17%	SOLE
50	STRYKER CORPORATION	COM	$493K	1500	0.16%	SOLE

1–50 of 414

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.