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 51–100 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WCN | WASTE CONNECTIONS INC COM | 32K | $1M+ | SH |
| HAP | VANECK NATURAL RESOURCES ETF | 91K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 17K | $1M+ | SH |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 24K | $1M+ | SH |
| TJX | TJX COS INC NEW COM | 33K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 5K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 62K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 14K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 73K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 145K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 12K | $1M+ | SH |
| G | GENPACT LIMITED SHS | 82K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 99K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 12K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 31K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 21K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 23K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 10K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 21K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 5K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 135K | $1M+ | SH |
| BP | BP PLC SPONSORED ADR | 91K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 7K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 8K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 24K | $1M+ | SH |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | 52K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 35K | $1M+ | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 38K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 3K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 18K | $1M+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 45K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 8K | $1M+ | SH |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | 94K | $1M+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 7K | $1M+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 72K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 7K | $1M+ | SH |
| TOST | TOAST INC CL A | 65K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 40K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 8K | $1M+ | SH |
| DE | DEERE & CO COM | 5K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 4K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 18K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 11K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 13K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 8K | $1M+ | SH |
| TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | 42K | $1M+ | SH |
| WMT | WALMART INC COM | 19K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 4K | $1M+ | SH |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | 44K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 26K | $1M+ | SH |