CIK 1957394
Beaumont Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
371
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 261K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 223K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 91K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 108K | $1M+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 480K | $1M+ | SH |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 1.0M | $1M+ | SH |
| JPEF | JPMORGAN EQUITY FOCUS ETF | 513K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 205K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 561K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 155K | $1M+ | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 246K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 448K | $1M+ | SH |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 533K | $1M+ | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 356K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 57K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 58K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 587K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 41K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 118K | $1M+ | SH |
| APLU | ALLSPRING CORE PLUS ETF | 931K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 74K | $1M+ | SH |
| V | VISA INC COM CL A | 63K | $1M+ | SH |
| LOW | LOWES COS INC COM | 89K | $1M+ | SH |
| FFGX | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | 690K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 227K | $1M+ | SH |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 526K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 31K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 271K | $1M+ | SH |
| DKS | DICKS SPORTING GOODS INC COM | 79K | $1M+ | SH |
| OMAH | VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF | 821K | $1M+ | SH |
| PEP | PEPSICO INC COM | 99K | $1M+ | SH |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 275K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 199K | $1M+ | SH |
| EMBX | VANECK EMERGING MARKETS BOND ETF | 268K | $1M+ | SH |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 771K | $1M+ | SH |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 496K | $1M+ | SH |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | 46K | $1M+ | SH |
| CLOI | VANECK CLO ETF | 206K | $1M+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 75K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 29K | $1M+ | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 81K | $1M+ | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 96K | $1M+ | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 57K | $1M+ | SH |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | 316K | $1M+ | SH |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | 205K | $1M+ | SH |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 276K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 60K | $1M+ | SH |
| RAAX | VANECK REAL ASSETS ETF | 193K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 33K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 183K | $1M+ | SH |