Centerpoint Advisors, LLC

NEEDHAM, MA · CIK 1733788 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNeedham Heights, MA

$352.2m reported value +14.6% vs Q1 2026

425positions

69.7%in top 10

30 new 59 added 107 reduced 19 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	129,473	$97.0m27.53%	27.53%	Added +1.1k	+1,069 0.8%
2	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	134,229	$29.5m8.36%	8.36%	Added +949	+949 0.7%
3	ISHARES TR CORE S&P MCP ETF IJH	IJH	336,148	$25.9m7.36%	7.36%	Added +8.0k	+7,963 2.4%
4	ISHARES TR RUS 1000 ETF IWB	IWB	53,853	$22.1m6.26%	6.26%	Reduced -38	-38 -0.1%
5	ISHARES TR CORE S&P SCP ETF IJR	IJR	114,399	$17.0m4.82%	4.82%	Added +322	+322 0.3%
6	ISHARES TR S&P 500 GRWT ETF IVW	IVW	109,316	$15.0m4.27%	4.27%	Reduced -1.8k	-1,755 -1.6%
7	APPLE INC COM AAPL	AAPL	43,574	$12.6m3.58%	3.58%	Reduced -1.3k	-1,313 -2.9%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	28,085	$9.9m2.82%	2.82%	Reduced -386	-386 -1.4%
9	ISHARES TR S&P 500 VAL ETF IVE	IVE	38,359	$8.7m2.47%	2.47%	Reduced -101	-101 -0.3%
10	MICROSOFT CORP COM MSFT	MSFT	20,868	$7.8m2.21%	2.21%	Reduced -115	-115 -0.6%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	20,197	$7.2m2.05%	2.05%	Reduced -107	-107 -0.5%
12	ISHARES TR S&P MC 400GR ETF IJK	IJK	61,174	$7.2m2.04%	2.04%	Reduced -1.1k	-1,134 -1.8%
13	ISHARES TR S&P SML 600 GWT IJT	IJT	39,575	$7.1m2.01%	2.01%	Reduced -395	-395 -1.0%
14	ISHARES TR SP SMCP600VL ETF IJS	IJS	35,485	$4.8m1.38%	1.38%	Reduced -183	-183 -0.5%
15	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	32,160	$4.8m1.35%	1.35%	Reduced -50	-50 -0.2%
16	ISHARES TR CORE MSCI EAFE IEFA	IEFA	45,268	$4.4m1.24%	1.24%	Reduced -335	-335 -0.7%
17	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	90,000	$3.3m0.92%	0.92%	Unchanged
18	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	84,000	$3.1m0.88%	0.88%	Unchanged
19	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	30,015	$2.8m0.78%	0.78%	Reduced -622	-622 -2.0%
20	APPLIED MATLS INC COM AMAT	AMAT	3,657	$2.6m0.75%	0.75%	Reduced -300	-300 -7.6%
21	NVIDIA CORPORATION COM NVDA	NVDA	11,637	$2.3m0.66%	0.66%	Reduced -4.4k	-4,374 -27.3%
22	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,962	$2.2m0.63%	0.63%	Added +1.1k	+1,097 58.8%
23	ISHARES TR CORE S&P TTL STK ITOT	ITOT	13,452	$2.2m0.63%	0.63%	Reduced -3.5k	-3,502 -20.7%
24	AMAZON COM INC COM AMZN	AMZN	8,534	$2.0m0.58%	0.58%	Reduced -313	-313 -3.5%
25	VISA INC COM CL A V	V	4,463	$1.5m0.43%	0.43%	Reduced -50	-50 -1.1%
26	JPMORGAN CHASE & CO COM JPM	JPM	4,594	$1.5m0.43%	0.43%	Reduced -105	-105 -2.2%
27	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	5,501	$1.4m0.38%	0.38%	Unchanged
28	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	11,283	$1.3m0.38%	0.38%	Reduced -500	-500 -4.2%
29	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,586	$1.3m0.37%	0.37%	Reduced -250	-250 -8.8%
30	AMERICAN EXPRESS CO COM AXP	AXP	3,751	$1.3m0.36%	0.36%	Unchanged
31	META PLATFORMS INC CL A META	META	2,131	$1.2m0.34%	0.34%	Reduced -240	-240 -10.1%
32	MICRON TECHNOLOGY INC COM MU	MU	1,000	$1.2m0.33%	0.33%	Unchanged
33	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	18,878	$1.1m0.33%	0.33%	Reduced -1.3k	-1,300 -6.4%
34	COSTCO WHSL CORP NEW COM COST	COST	1,115	$1.0m0.30%	0.30%	Reduced -10	-10 -0.9%
35	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,015	$1.0m0.29%	0.29%	Unchanged
36	JOHNSON & JOHNSON COM JNJ	JNJ	3,965	$1.0m0.29%	0.29%	Reduced -210	-210 -5.0%
37	ORACLE CORP COM ORCL	ORCL	6,759	$990.0k0.28%	0.28%	Reduced -35	-35 -0.5%
38	ELI LILLY & CO COM LLY	LLY	817	$980.0k0.28%	0.28%	Reduced -750	-750 -47.9%
39	GOLDMAN SACHS GROUP INC COM GS	GS	863	$873.0k0.25%	0.25%	Unchanged
40	ISHARES TR MSCI EAFE ETF EFA	EFA	8,102	$842.0k0.24%	0.24%	Unchanged
41	EVERSOURCE ENERGY COM ES	ES	10,983	$794.0k0.23%	0.23%	Unchanged
42	EXXON MOBIL CORP COM XOM	XOM	5,319	$727.0k0.21%	0.21%	Reduced -160	-160 -2.9%
43	TJX COS INC NEW COM TJX	TJX	4,790	$726.0k0.21%	0.21%	Unchanged
44	AIR PRODS & CHEMS INC COM APD	APD	2,459	$721.0k0.20%	0.20%	Unchanged
45	HOME DEPOT INC COM HD	HD	1,910	$674.0k0.19%	0.19%	Added +1	+1 0.1%
46	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,815	$672.0k0.19%	0.19%	Added +15	+15 0.8%
47	ROCKWELL AUTOMATION INC COM ROK	ROK	1,250	$619.0k0.18%	0.18%	Unchanged
48	MASTERCARD INCORPORATED CL A MA	MA	1,160	$596.0k0.17%	0.17%	Unchanged
49	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	12,104	$554.0k0.16%	0.16%	New
50	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	17,342	$550.0k0.16%	0.16%	Added +5	+5 0.0%
51	COCA COLA CO COM KO	KO	6,574	$534.0k0.15%	0.15%	Added +6.0k	+5,990 1025.7%
52	ISHARES TR GLOBAL ENERG ETF IXC	IXC	10,782	$530.0k0.15%	0.15%	Added +26	+26 0.2%
53	UNITEDHEALTH GROUP INC COM UNH	UNH	1,247	$518.0k0.15%	0.15%	Unchanged
54	ANALOG DEVICES INC COM ADI	ADI	1,250	$496.0k0.14%	0.14%	Reduced -250	-250 -16.7%
55	NORTHEAST BK PORTLAND ME COM NBN	NBN	3,650	$484.0k0.14%	0.14%	Unchanged
56	SNAP ON INC COM SNA	SNA	1,197	$482.0k0.14%	0.14%	Unchanged
57	STRYKER CORPORATION COM SYK	SYK	1,500	$472.0k0.13%	0.13%	Unchanged
58	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,080	$468.0k0.13%	0.13%	Unchanged
59	SPDR GOLD TR GOLD SHS GLD	GLD	1,205	$444.0k0.13%	0.13%	Added +6	+6 0.5%
60	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,800	$436.0k0.12%	0.12%	Reduced -370	-370 -17.1%
61	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	574	$423.0k0.12%	0.12%	Added +162	+162 39.3%
62	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,500	$422.0k0.12%	0.12%	Unchanged
63	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	5,025	$408.0k0.12%	0.12%	Unchanged
64	GE AEROSPACE COM NEW GE	GE	1,087	$406.0k0.12%	0.12%	Added +75	+75 7.4%
65	PROCTER AND GAMBLE CO COM PG	PG	2,563	$376.0k0.11%	0.11%	Unchanged
66	NEXTERA ENERGY INC COM NEE	NEE	4,267	$375.0k0.11%	0.11%	Unchanged
67	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	898	$373.0k0.11%	0.11%	Unchanged
68	ISHARES SILVER TR ISHARES SLV	SLV	6,850	$366.0k0.10%	0.10%	Unchanged
69	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	6,778	$346.0k0.10%	0.10%	Added +5	+5 0.1%
70	S&P GLOBAL INC COM SPGI	SPGI	797	$325.0k0.09%	0.09%	Unchanged
71	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	473	$325.0k0.09%	0.09%	Unchanged
72	PHILIP MORRIS INTL INC COM PM	PM	1,788	$323.0k0.09%	0.09%	Reduced -800	-800 -30.9%
73	GE VERNOVA INC COM GEV	GEV	266	$313.0k0.09%	0.09%	Added +19	+19 7.7%
74	ABBVIE INC COM ABBV	ABBV	1,182	$297.0k0.08%	0.08%	Reduced -296	-296 -20.0%
75	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	3,087	$293.0k0.08%	0.08%	Reduced -552	-552 -15.2%
76	ISHARES TR CORE S&P US GWT IUSG	IUSG	1,533	$288.0k0.08%	0.08%	Unchanged
77	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	2,556	$287.0k0.08%	0.08%	Reduced -457	-457 -15.2%
78	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,480	$282.0k0.08%	0.08%	New
79	PEPSICO INC COM PEP	PEP	1,918	$260.0k0.07%	0.07%	Added +75	+75 4.1%
80	CISCO SYS INC COM CSCO	CSCO	2,180	$256.0k0.07%	0.07%	Unchanged
81	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,192	$256.0k0.07%	0.07%	Reduced -100	-100 -4.4%
82	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,200	$255.0k0.07%	0.07%	Unchanged
83	DANAHER CORPORATION COM DHR	DHR	1,250	$238.0k0.07%	0.07%	Unchanged
84	CATERPILLAR INC COM CAT	CAT	215	$229.0k0.07%	0.07%	Unchanged
85	DISNEY WALT CO COM DIS	DIS	2,378	$229.0k0.07%	0.07%	Added +140	+140 6.3%
86	IDEX CORP COM IEX	IEX	958	$217.0k0.06%	0.06%	Unchanged
87	TESLA INC COM TSLA	TSLA	497	$209.0k0.06%	0.06%	Unchanged
88	KLA CORP COM NEW KLAC	KLAC	684	$206.0k0.06%	0.06%	Reduced -46	-46 -6.3%
89	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	3,149	$194.0k0.06%	0.06%	Added +76	+76 2.5%
90	AMERICAN TOWER CORP NEW COM AMT	AMT	1,165	$191.0k0.05%	0.05%	Unchanged
91	ALTRIA GROUP INC COM MO	MO	2,624	$189.0k0.05%	0.05%	Reduced -2.0k	-2,000 -43.2%
92	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	3,108	$186.0k0.05%	0.05%	New
93	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,500	$186.0k0.05%	0.05%	Unchanged
94	BOSTON SCIENTIFIC CORP COM BSX	BSX	4,000	$171.0k0.05%	0.05%	Unchanged
95	ISHARES TR CORE US AGGBD ET AGG	AGG	1,701	$168.0k0.05%	0.05%	Unchanged
96	BANK AMERICA CORP COM BAC	BAC	2,901	$165.0k0.05%	0.05%	Added +201	+201 7.4%
97	INTEL CORP COM INTC	INTC	1,152	$161.0k0.05%	0.05%	Unchanged
98	ADOBE INC COM ADBE	ADBE	780	$160.0k0.05%	0.05%	Unchanged
99	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	1,253	$149.0k0.04%	0.04%	Reduced -462	-462 -26.9%
100	JACOBS SOLUTIONS INC COM J	J	1,151	$145.0k0.04%	0.04%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		352	$159.0k352 shares
ASTRAZENECA PLC AZN	AZN	450	$89.0k450 shares
OCCIDENTAL PETE CORP OXY	OXY	500	$33.0k500 shares
T-MOBILE US INC TMUS	TMUS	125	$26.0k125 shares
SEALED AIR CORP NEW		488	$21.0k488 shares
PROSPERITY BANCSHARES INC PB	PB	267	$18.0k267 shares
GILAT SATELLITE NETWORKS LTD GILT	GILT	1,000	$15.0k1.0k shares
ANNALY CAPITAL MANAGEMENT IN NLY	NLY	500	$11.0k500 shares
POOL CORP POOL	POOL	55	$11.0k55 shares
CONCENTRIX CORP CNXC	CNXC	347	$9.0k347 shares
NEXSTAR MEDIA GROUP INC NXST	NXST	45	$8.0k45 shares
INVESCO EXCH TRADED FD TR II PSCE	PSCE	100	$6.0k100 shares
MOSAIC CO NEW MOS	MOS	200	$5.0k200 shares
HELIX ENERGY SOLUTIONS GRP I HOS	HOS	500	$5.0k500 shares
FISERV INC FISV	FISV	84	$5.0k84 shares
ISHARES TR IHAK	IHAK	100	$4.0k100 shares
READY CAPITAL CORP RC	RC	1,700	$3.0k1.7k shares
UPSTART HLDGS INC UPST	UPST	75	$2.0k75 shares
FORESIGHT AUTONOMOUS HLDGS L FRSX	FRSX	2	$02 shares