Centerpoint Advisors, LLC
All 13F Filings
- Location
- Needham, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 352,193
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 425 | 352,193 | 13F-HR | Centerpoint Advisors, LLC |
| Q1 2026 | 5/7/2026 | 414 | 307,338 | 13F-HR | Centerpoint Advisors, LLC |
| Q4 2025 | 2/13/2026 | 416 | 325,059 | 13F-HR | Centerpoint Advisors, LLC |
| Q3 2025 | 11/6/2025 | 466 | 322,309 | 13F-HR | Centerpoint Advisors, LLC |
| Q2 2025 | 8/1/2025 | 415 | 294,857 | 13F-HR | Centerpoint Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 81.73 K | 23.2% | 7.502 K | 0 | 7.502 K |
| ETFs | 270.4 K | 76.8% | 37.36 K | 0 | 37.36 K |
| Other | 19 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
352,193
Holdings
425
QoQ value change ($000)
44,855
(14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.