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 151–200 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC CL C | 9K | $1M+ | SH |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | 32K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 3K | $1M+ | SH |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 16K | $1M+ | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 7K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 2K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 4K | $1M+ | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 9K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 5K | $1M+ | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 8K | $1M+ | SH |
| SLV | ISHARES SILVER TRUST | 16K | $1M+ | SH |
| DHR | DANAHER CORPORATION COM | 4K | $1M+ | SH |
| MGC | VANGUARD MEGA CAP ETF | 4K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 7K | $500K+ | SH |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | 17K | $500K+ | SH |
| SPGI | S&P GLOBAL INC COM | 2K | $500K+ | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 31K | $500K+ | SH |
| TXN | TEXAS INSTRS INC COM | 5K | $500K+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 33K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP COM | 958 | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 11K | $500K+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 11K | $500K+ | SH |
| RVMD | REVOLUTION MEDICINES INC COM | 11K | $500K+ | SH |
| FAST | FASTENAL CO COM | 20K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 3K | $500K+ | SH |
| EXPD | EXPEDITORS INTL WASH INC COM | 5K | $500K+ | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 17K | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 2K | $500K+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 8K | $500K+ | SH |
| UNP | UNION PAC CORP COM | 3K | $500K+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 4K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 3K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 3K | $500K+ | SH |
| JPIE | JPMORGAN INCOME ETF | 17K | $500K+ | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 15K | $500K+ | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 2K | $500K+ | SH |
| SO | SOUTHERN CO COM | 9K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 1 | $500K+ | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| FDX | FEDEX CORP COM | 3K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 4K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 2K | $500K+ | SH |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 7K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP COM | 7K | $500K+ | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 8K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO COM | 2K | $500K+ | SH |
| PRIV | SPDR SSGA IG PUBLIC & PRIVATE CREDIT ETF | 27K | $500K+ | SH |
| WM | WASTE MGMT INC DEL COM | 3K | $500K+ | SH |
| APH | AMPHENOL CORP NEW CL A | 5K | $500K+ | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC COM STK | 50K | $500K+ | SH |