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Beaumont Financial Advisors, LLC 13F holdings

Filed 2026-08-04 · Beaumont Financial Advisors, LLC · 383 positions · $1.6B

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET INC CAP STK CL A212.2K$75.8M4.8%
AAPLAPPLE INC COM255.2K$73.8M4.7%
IVVISHARES CORE S&P 500 ETF88.1K$66.0M4.2%
IJHISHARES CORE S&P MID-CAP ETF590.6K$45.5M2.9%
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF249.5K$44.6M2.8%
NVDANVIDIA CORPORATION COM209.9K$42.0M2.7%
MSFTMICROSOFT CORP COM110.9K$41.4M2.6%
SAMTSTRATEGAS MACRO THEMATIC OPPORTUNITIES ETF816.4K$39.0M2.5%
AMZNAMAZON COM INC COM151.3K$36.1M2.3%
—FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF896.7K$31.2M2.0%
VUGVANGUARD GROWTH ETF343.6K$29.6M1.9%
SGOVISHARES 0-3 MONTH TREASURY BOND ETF289.1K$29.1M1.9%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW56.8K$28.4M1.8%
JNJJOHNSON & JOHNSON COM111.2K$28.2M1.8%
AISVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF320.4K$27.3M1.7%
—ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF1.1M$26.8M1.7%
VOOVANGUARD S&P 500 ETF38.2K$26.2M1.7%
FBTCFIDELITY WISE ORIGIN BITCOIN FUND453.0K$23.1M1.5%
JPEFJPMORGAN EQUITY FOCUS ETF285.2K$22.9M1.5%
CEFSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN563.9K$22.7M1.4%
METAMETA PLATFORMS INC CL A40.3K$22.7M1.4%
FRDMFREEDOM 100 EMERGING MARKETS ETF307.9K$22.4M1.4%
WCMIFIRST TRUST WCM INTERNATIONAL EQUITY ETF1.1M$22.4M1.4%
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF371.5K$21.9M1.4%
VVISA INC COM CL A61.6K$21.1M1.3%
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF228.4K$20.9M1.3%
MCDMCDONALDS CORP COM73.3K$19.8M1.3%
—ALLSPRING CORE PLUS ETF729.4K$17.9M1.1%
DKSDICKS SPORTING GOODS INC COM77.6K$17.6M1.1%
EMBXVANECK EMERGING MARKETS BOND ETF323.2K$16.6M1.1%
DGROISHARES CORE DIVIDEND GROWTH ETF200.8K$15.2M1.0%
RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF506.6K$14.9M0.9%
RAAXVANECK REAL ASSETS ETF353.0K$14.0M0.9%
CLOIVANECK CLO ETF254.5K$13.5M0.9%
—VISTASHARES ELECTRIFICATION SUPERCYCLE ETF424.7K$13.2M0.8%
PEPPEPSICO INC COM97.0K$13.1M0.8%
XNTKSTATE STREET SPDR NYSE TECHNOLOGY ETF30.3K$11.8M0.8%
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND43.4K$11.5M0.7%
GBTCGRAYSCALE BITCOIN TRUST ETF249.6K$11.4M0.7%
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF81.7K$10.9M0.7%
HDVISHARES CORE HIGH DIVIDEND ETF374.8K$10.3M0.7%
GOOGALPHABET INC CAP STK CL C28.7K$10.1M0.6%
—STATE STREET IG PUBLIC & PRIVATE CREDIT ETF389.1K$9.8M0.6%
JGROJPMORGAN ACTIVE GROWTH ETF98.0K$9.7M0.6%
SCIOFIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF427.1K$8.8M0.6%
DVYISHARES SELECT DIVIDEND ETF55.7K$8.7M0.6%
FTRBFEDERATED HERMES TOTAL RETURN BOND ETF326.6K$8.2M0.5%
MOATVANECK MORNINGSTAR WIDE MOAT ETF77.7K$8.1M0.5%
AEPAMERICAN ELEC PWR CO INC COM59.0K$8.1M0.5%
GMOIGMO INTERNATIONAL VALUE ETF199.8K$7.5M0.5%
ABTABBOTT LABORATORIES COM80.3K$7.3M0.5%
LRCXLAM RESEARCH CORP COM NEW16.4K$7.1M0.5%
VTVVANGUARD VALUE ETF31.1K$6.8M0.4%
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF266.7K$6.7M0.4%
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF22.2K$6.3M0.4%
LLYELI LILLY & CO COM4.8K$5.7M0.4%
PHYSSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR175.9K$5.3M0.3%
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF60.3K$5.3M0.3%
JPMJPMORGAN CHASE & CO COM16.2K$5.3M0.3%
TJXTJX COS INC NEW COM32.0K$4.8M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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