Centerpoint Advisors, LLC: 13F holdings
CIK 17337882026Q2
| Positions | 425 |
|---|
| Reported value | $352.2m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 425 (+11 vs prior quarter) |
|---|
| Reported value | $352.2m (+14.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 129,473 | $97.0m | 27.5% |
| QUAL ISHARES TR | 134,229 | $29.5m | 8.4% |
| IJH ISHARES TR | 336,148 | $25.9m | 7.4% |
| IWB ISHARES TR | 53,853 | $22.1m | 6.3% |
| IJR ISHARES TR | 114,399 | $17.0m | 4.8% |
| IWF ISHARES TR | 109,316 | $15.0m | 4.3% |
| AAPL APPLE INC | 43,574 | $12.6m | 3.6% |
| GOOG ALPHABET INC | 28,085 | $9.9m | 2.8% |
| IVE ISHARES TR | 38,359 | $8.7m | 2.5% |
| MSFT MICROSOFT CORP | 20,868 | $7.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1733788")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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