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CIK: 0001733788
Total reported value
$352.2M
$352.2M
414 檔
46.8%
As reported in its official Q1 2026 Form 13F filing, Centerpoint Advisors, LLC's tracked investment portfolio stood at $352.2M with 414 total positions.
In Q1 2026, Centerpoint Advisors, LLC adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 20 holdings to manage risk exposure.
Showing top 200 holdings (of 414 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 27.29% | +0.24% | +0.20% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.32% | +0.04% | +0.37% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.21% | +0.15% | +11.34% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.25% | +0.01% | -5.28% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.61% | +0.21% | -9.65% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.09% | +0.18% | -0.84% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.71% | -0.13% | -1.71% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.66% | +0.16% | -1.68% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.64% | -0.17% | -0.80% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.32% | -7.22% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.04% | — | -1.03% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.15% | -0.02% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.88% | +0.13% | -1.91% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.39% | -0.04% | -0.21% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.37% | +0.01% | -0.34% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.34% | -0.10% | -0.63% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.25% | -8.30% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.85% | +0.07% | -0.01% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.85% | +0.03% | — | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.79% | -0.16% | +0.01% | |
| 21 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.76% | +0.02% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.02% | -6.10% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | -0.19% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.02% | -10.51% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.01% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.07% | +1.61% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.10% | — | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.31% | -13.17% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.24% | -0.32% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | — | -1.91% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | -0.04% | -0.85% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.37% | -0.01% | -3.10% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.37% | +0.01% | -3.00% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.06% | -4.26% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.04% | -24.50% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.04% | -0.95% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.32% | -0.03% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.09% | -5.84% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.02% | — | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.25% | -0.04% | -1.03% | |
| 41 | ES | Eversource Energy | Stock-Utilities | 0.25% | -0.02% | — | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.24% | +0.01% | — | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.23% | -0.03% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.01% | — | |
| 45 | IXC | Ishares Global Energy ETF | ETF-Other | 0.20% | -0.05% | +2.87% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | -0.02% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | — | — | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.17% | -0.01% | -1.21% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.04% | -24.11% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.16% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1.2% | +11.34% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.20% | Add |
| 3 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +0.37% | Add |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | -1.03% | Trim |
| 5 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | -0.34% | Trim |
| 6 | IVE | Ishares S&p 500 Value ETF | +0.1% | -0.80% | Trim |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | -1.91% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.1% | -5.84% | Trim |
| 9 | AMAT | Applied Materials Inc | +0.1% | -13.17% | Trim |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.63% | Trim |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | -0.21% | Trim |
| 12 | IXC | Ishares Global Energy ETF | +0.1% | +2.87% | Add |
| 13 | SCHM | Schwab US Mid Cap ETF | +0.1% | — | Unchanged |
| 14 | SCHA | Schwab US Small-cap ETF | +0.1% | -0.01% | Trim |
| 15 | COST | Costco Wholesale CORP | +0.1% | -4.26% | Trim |
| 16 | SMMD | Ishares Russell 2500 ETF | +0.1% | — | Unchanged |
| 17 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 18 | PLTR | Palantir Technologies Inc-a | 0% | +54.34% | Add |
| 19 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 20 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 21 | SCHD | Schwab US Dvd Equity ETF | 0% | -1.21% | Trim |
| 22 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | +32.05% | Add |
| 24 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 25 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 26 | T | At&t Inc | 0% | +0.03% | Add |
| 27 | ES | Eversource Energy | 0% | — | Unchanged |
| 28 | TJX | Tjx Companies Inc | 0% | -1.03% | Trim |
| 29 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 30 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.01% | Add |
| 31 | VXF | Vanguard Extended Market ETF | 0% | -3.00% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.61% | Add |
| 33 | LYB | LyondellBasell Industries N.V. | 0% | +11.71% | Add |
| 34 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 35 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 36 | ESLT | Elbit Systems Ltd. | 0% | — | Unchanged |
| 37 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 38 | SNA | Snap-on Inc | 0% | — | Unchanged |
| 39 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 40 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 41 | NBN | Northeast Bank | 0% | -2.67% | Trim |
| 42 | KLAC | Kla CORP | 0% | — | Unchanged |
| 43 | ✓ | 0% | — | Unchanged | |
| 44 | ESGU | Ishares Esg Aware Msci USA | 0% | +28.31% | Add |
| 45 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 46 | AGG | Ishares Core U.s. Aggregate | 0% | +10.81% | Add |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | -0.85% | Trim |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +33.54% | Add |
| 49 | LIN | Linde plc | 0% | — | Unchanged |
| 50 | SGOL | Abrdn Physical Gold Shares | 0% | — | Unchanged |
According to official SEC Form 13F filings, Centerpoint Advisors, LLC reported a total U.S. public equity portfolio value of $352.2M across 414 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, IJH) accounted for 46.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
MU
市值: $338.0K
Top Position Liquidated / Trimmed
VRSK
前期市值: $1.1M
During Q1 2026, Centerpoint Advisors, LLC's top holdings by market value included IVV (27.3%)、QUAL (8.3%)、IJH (7.2%). The largest single position, IVV, represented 27.3% of total portfolio value.
In Q1 2026, Centerpoint Advisors, LLC made 114 total portfolio adjustments, initiating 14 new buys, adding to 23 positions, trimming 57 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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