Centerpoint Advisors, LLC

RIA/Wealth

Centerpoint Advisors, LLC is a RIA/Wealth based in Beverly Hills, CA led by John Edward Wolfsberg, reporting $687.7M in AUM as of Q3 2025 with 74% ETF concentration, 69% concentrated in top 10 holdings, and 27% allocation to IVV.

Managing PartnerJohn Edward Wolfsberg

Portfolio Value: $320.6M
Positions: 402
Top Holding: IVV at 27.2%
Last Reported: Q3 2025

Address9355 Wilshire Blvd, Suite 350, Beverly Hills, CA, 90210, United States

Top Holdings

Largest long holdings in Centerpoint Advisors, LLC's portfolio (69.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$87.2M	27.20%	+$129.8K Bought	— 130.3K shares	Q4 2017 Held for 7y 11m
2 iShares MSCI USA Quality Factor QUAL	ETF ETF	$26.2M	8.18%	-$389.4K Sold	— 134.9K shares	Q2 2020 Held for 5y 5m
3 iShares Russell 1000 IWB	ETF ETF	$21.2M	6.61%	-$501.1K Sold	— 58.0K shares	Q1 2020 Held for 5y 8m
4 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$19.4M	6.07%	+$344.1K Bought	— 298.0K shares	Q4 2017 Held for 7y 11m
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$15.2M	4.74%	+$239.2K Bought	— 127.8K shares	Q4 2017 Held for 7y 11m
6 iShares S&P 500 Growth ETF IVW	ETF ETF	$13.8M	4.31%	-$21.0K Sold	— 114.5K shares	Q4 2017 Held for 7y 11m
7 Microsoft MSFT	Software - Infrastructure Technology	$11.8M	3.67%	+$108.3K Bought	0.00% 22.7K shares	Q4 2017 Held for 7y 11m
8 Apple AAPL	Consumer Electronics Technology	$11.7M	3.65%	+$183.6K Bought	0.00% 45.9K shares	Q4 2017 Held for 7y 11m
9 iShares S&P 500 Value IVE	ETF ETF	$8.0M	2.50%	—	— 38.8K shares	Q4 2017 Held for 7y 11m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$7.1M	2.20%	+$14.6K Bought	0.00% 29.0K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Centerpoint Advisors, LLC's latest filing

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Market Value

$320.6M

Prior: $293.5M

Q/Q Change

+9.24%

+$27.1M

Net Flows % of MV

+0.774%

Turnover Ratio

1.11%

New Purchases

16 stocks

$1.6M

Added To

99 stocks

+$3.1M

Sold Out Of

6 stocks

$44.2K

Reduced Holdings

71 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 Veris Residential VRE	New	0 → 73.0K +$1.1M
2 Metsera, Inc. Common Stock MTSR	New	0 → 5.3K +$278.3K
3 Vanguard Total International Stock VXUS	New	0 → 1.0K +$73.5K
4 Avantis U.S. Small Cap Value AVUV	New	0 → 500.0 +$49.8K
5 Aaon AAON	New	0 → 222.0 +$20.7K

Decreased Positions

Position	Shares Δ	Change
1 SPDR S&P Oil & Gas Exploration & Production ETF XOP	Sold	175.0 → 0 −$22.0K
2 ChampionX CHX	Sold	541.0 → 0 −$13.4K
3 iShares 0-3 Month Treasury Bond SGOV	Sold	52.0 → 0 −$5.2K
4 Lee Enterprises LEE	Sold	400.0 → 0 −$2.6K
5 Tecnoglass TGLS	Sold	15.0 → 0 −$1.0K

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Analytics

Portfolio insights and performance metrics for Centerpoint Advisors, LLC

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Sector Allocation

ETF

73.90%

Technology

10.30%

Communication Services

4.60%

Financial Services

2.90%

Healthcare

2.00%

Industrials

1.70%

Consumer Cyclical

1.60%

Consumer Defensive

1.00%

Real Estate

0.70%

Utilities

0.50%

Energy

0.40%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

19.39%

Large Cap ($10B - $200B)

5.03%

Mid Cap ($2B - $10B)

0.51%

Small Cap ($300M - $2B)

1.15%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.02%

N/A (ETF or Unknown)

73.89%

Portfolio Concentration

Top 10 Holdings %

69.13%

Top 20 Holdings %

81.62%

Top 50 Holdings %

92.52%

Top 100 Holdings %

97.15%