Institutional Fund
Centerpoint Advisors, LLC
Needham, MACIK 17337885 filings on record
Portfolio Value
$307.3K
Q1 2026
Holdings
414
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-5.5%
from $325.1K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr27.3%
- Ishares Tr8.3%
- Ishares Tr7.2%
- Ishares Tr6.3%
- Ishares Tr4.6%
- Ishares Tr4.1%
- Other42.2%
Portfolio Holdings
414 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 128.4K | $83.9K | 27.3% | +258 | Added |
| 2 | Ishares Tr | 133.3K | $25.6K | 8.3% | +492 | Added |
| 3 | Ishares Tr | 328.2K | $22.2K | 7.2% | +33.4K | Added |
| 4 | Ishares Tr | 53.9K | $19.2K | 6.3% | −3.0K | Reduced |
| 5 | Ishares Tr | 114.1K | $14.2K | 4.6% | −12.2K | Reduced |
| 6 | Ishares Tr | 111.1K | $12.6K | 4.1% | −937 | Reduced |
| 7 | Apple Inc | 44.9K | $11.4K | 3.7% | −780 | Reduced |
| 8 | Alphabet Inc | 28.5K | $8.2K | 2.7% | −485 | Reduced |
| 9 | Ishares Tr | 38.5K | $8.1K | 2.6% | −312 | Reduced |
| 10 | Microsoft Corp | 21.0K | $7.8K | 2.5% | −1.6K | Reduced |
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