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Centerpoint Advisors, LLC

CIK:0001733788
Investment Adviser
$688M AUM
384 holdings
Needham, MA, US
Founded:2011
13 employees
centerpointadvisors.net
Latest filing:Jun 30, 2025

Centerpoint Advisors, LLC is an SEC-registered investment adviser firm specializing in investment and wealth management services, including wealth accumulation, asset allocation, retirement planning, and family office services (aggregated reporting, advanced cash flow management, philanthropic planning, private investment due diligence, family dynamics planning, insurance and risk management). The firm emphasizes proactive support, investment insight, and holistic financial planning that goes beyond traditional advisory to address clients' varied personal and family needs.

Investment Strategy

The firm focuses on personalized wealth management, emphasizing asset allocation, retirement planning, and integrated family office services. Their approach includes proactive portfolio management, advanced cash flow planning, philanthropic strategies, and collaboration with clients' legal, tax, and estate advisors for comprehensive solutions.

Latest 13F Filing Activity

Centerpoint Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 382 equity positions with a total 13F market value of $295M. The fund increased holdings in Ishares TR, Microsoft Corp., Ishares TR among other positions. Centerpoint Advisors, LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Teledyne Technologies Inc. among others.

Top Buys
I
IVVISHARES TR
+$10.0M
M
MSFTMICROSOFT CORP
+$2.6M
Q
QUALISHARES TR
+$2.2M
S
SMMDISHARES TR
+$2.1M
I
IWBISHARES TR
+$1.9M
Top Sells
A
AAPLAPPLE INC
-$812.0K
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$286.0K
T
TDYTELEDYNE TECHNOLOGIES INC
-$284.0K
U
UNHUNITEDHEALTH GROUP INC
-$248.0K
T
TMOTHERMO FISHER SCIENTIFIC INC
-$243.0K

Top Holdings

I
IVVISHARES TR
+27.4%$80.8M
Q
QUALISHARES TR
+8.5%$25.0M
I
IWBISHARES TR
+6.8%$20.2M
I
IJHISHARES TR
+6.2%$18.2M
I
IJRISHARES TR
+4.7%$13.8M

Equity Positions (382)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IVV
ISHARES TR27.40%$80.8M130,112$404.44$620.90+$10.0M
Q
QUAL
ISHARES TR8.49%$25.0M136,889$109.50$182.82+$2.2M
I
IWB
ISHARES TR6.84%$20.2M59,388$189.18$339.57+$1.9M
I
IJH
ISHARES TR6.16%$18.2M292,734$43.25$62.02+$1.2M
I
IJR
ISHARES TR4.66%$13.8M125,813$82.85$109.29+$263.0K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.5%
SERVICES-PREPACKAGED SOFTWARE
+4.5%
ELECTRONIC COMPUTERS
+3.6%
SEMICONDUCTORS & RELATED DEVICES
+1.8%
PHARMACEUTICAL PREPARATIONS
+1.1%
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