Centerpoint Advisors, LLC Portfolio Holdings

Centerpoint Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $322 Million distributed in 466 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $87.2M, Ishares Msci Usa Quality Facto with a value of $26.2M, Ishares Tr Russell 1000 ETF with a value of $21.2M, Ishares Core S&P Mid Cap ETF with a value of $19.4M, and Ishares Core S&P Sm Cap ETF with a value of $15.2M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $295M to 322M.

Below you can find more details about Centerpoint Advisors, LLC portfolio as well as his latest detailed transactions.