Centerpoint Advisors, LLC
•CIK: 1733788•Filing: Q4 2025
**Centerpoint Advisors, LLC** manages $325M across a diverse portfolio of 393 positions. The fund exhibits a notable allocation to broad market ETFs, with IVV representing the largest holding at $87.8M. Significant tactical exposure is evident through positions in QUAL ($26.4M) and IWB ($21.2M). Core technology names anchor the remaining top holdings, including AAPL ($12.4M) and MSFT ($10.9M).
Total AUM
$325.1M
QoQ Performance
+0.8%
Positions
339
Top 10 Concentration
69.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
QUAL
IWB
IJH
IVV27.0%
QUAL8.1%
IWB6.5%
IJH6.0%
IJR4.7%
IVW4.2%
AAPL3.8%
MSFT3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.6%
ETF27.7%
Technology14.3%
Financial2.5%
Healthcare1.7%
Consumer1.6%
Industrial0.3%
Utilities0.3%
🚪 Exited Positionssold since Q3 2025
—
METSERA INC
SOLD
$278.0K
—
PROSHARES TR
SOLD
$152.0K
+239 more exited positions
Changes from Q3 2025
NEW4 new positions
↑23 increased
↓78 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023