Centerpoint Advisors, LLC ETF holdings
Needham, MA
Reported $271.3M in 107 ETFs in its Form 13F for June 30, 2026.
ETF value
$271.3M
ETFs held
107
Change from prior quarter
+16.0%
With price moves
ETFs as a share of its 13F
77.0%
of $352.2M
Top 10 of 107 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $97.0M | 129,473 | +1,069 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $29.5M | 134,229 | +949 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $25.9M | 336,148 | +7,963 shares |
| IWB | iShares Russell 1000 ETF | $22.1M | 53,853 | −38 shares |
| IJR | iShares Core S&P Small-Cap ETF | $17.0M | 114,399 | +322 shares |
| IVW | iShares S&P 500 Growth ETF | $15.0M | 109,316 | −1,755 shares |
| IVE | iShares S&P 500 Value ETF | $8.7M | 38,359 | −101 shares |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $7.2M | 61,174 | −1,134 shares |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $7.1M | 39,575 | −395 shares |
| IJS | iShares S&P Small-Cap 600 Value ETF | $4.8M | 35,485 | −183 shares |
97 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001733788. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Centerpoint Advisors, LLC own?
Centerpoint Advisors, LLC reported 107 ETF positions worth $271.3M in its Form 13F for June 30, 2026. The largest was IVV, at $97.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.