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 351–371 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNQI | INVESCO NASDAQ INTERNET ETF | 4K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | 17K | $100K–$500K | SH |
| APP | APPLOVIN CORP COM CL A | 310 | $100K–$500K | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 832 | $100K–$500K | SH |
| GDLC | GRAYSCALE COINDESK CRYPTO 5 ETF | 5K | $100K–$500K | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 2K | $100K–$500K | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 5K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 8K | $100K–$500K | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 8K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COM | 21K | $100K–$500K | SH |
| NUE | NUCOR CORP COM | 1K | $100K–$500K | SH |
| DECK | DECKERS OUTDOOR CORP COM | 2K | $100K–$500K | SH |
| KVUE | KENVUE INC COM | 10K | $100K–$500K | SH |
| PNNT | PENNANTPARK INVT CORP COM | 27K | $100K–$500K | SH |
| BBDC | BARINGS BDC INC COM | 18K | $100K–$500K | SH |
| SOTK | SONO TEK CORP COM | 37K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 11K | $100K–$500K | SH |
| UGP | ULTRAPAR PARTICIPACOES SA SP ADR REP COM | 21K | $50K–$100K | SH |
| MFM | MFS MUN INCOME TR SH BEN INT | 11K | $50K–$100K | SH |
| DNN | DENISON MINES CORP COM | 11K | $15K–$50K | SH |
| FURY | FURY GOLD MINES LIMITED COM | 12K | $1K–$15K | SH |