Beaumont Financial Advisors, LLC
Q2 2026 13F filing
Updated 37 days ago383 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC CAP STK CL A | $75.8M | 212.2K | 4.83% | Trimmed(-1.2%) |
| 2 | A AAPL APPLE INC COM | $73.8M | 255.2K | 4.70% | Trimmed(-0.7%) |
| 3 | E ETHA ISHARES CORE S&P 500 ETF | $66M | 88.1K | 4.20% | Trimmed(-3.1%) |
| 4 | E ETHA ISHARES CORE S&P MID-CAP ETF | $45.5M | 590.6K | 2.90% | Added(+4.5%) |
| 5 | E ETHA ISHARES S&P SMALL-CAP 600 GROWTH ETF | $44.6M | 249.5K | 2.84% | Added(+0.2%) |
| 6 | N NVDA NVIDIA CORPORATION COM | $42M | 209.9K | 2.67% | Added(+1.7%) |
| 7 | M MSFT MICROSOFT CORP COM | $41.4M | 110.9K | 2.63% | Added(+1.8%) |
| 8 | ? N/A STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $39M | 816.4K | 2.48% | Trimmed(-14.2%) |
| 9 | A AMZN AMAZON COM INC COM | $36.1M | 151.3K | 2.30% | Trimmed(-0.8%) |
| 10 | ? N/A FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | $31.2M | 896.7K | 1.99% | Added(+29.1%) |
| 11 | V VGES VANGUARD GROWTH ETF | $29.6M | 343.6K | 1.88% | Added(+493.8%) |
| 12 | E ETHA ISHARES 0-3 MONTH TREASURY BOND ETF | $29.1M | 289.1K | 1.85% | Trimmed(-55.3%) |
| 13 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $28.4M | 56.8K | 1.81% | Added(+0.2%) |
| 14 | J JNJ JOHNSON & JOHNSON COM | $28.2M | 111.2K | 1.80% | Trimmed(-3.4%) |
| 15 | ? N/A VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $27.3M | 320.4K | 1.74% | Trimmed(-8.8%) |
| 16 | ? N/A ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF | $26.8M | 1.07M | 1.71% | Added(+658.7%) |
| 17 | V VGES VANGUARD S&P 500 ETF | $26.2M | 38.2K | 1.67% | Added(+9.0%) |
| 18 | F FBTC FIDELITY WISE ORIGIN BITCOIN FUND | $23.1M | 453.0K | 1.47% | Added(+1.7%) |
| 19 | ? N/A JPMORGAN EQUITY FOCUS ETF | $22.9M | 285.2K | 1.46% | Trimmed(-27.4%) |
| 20 | C CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $22.7M | 563.9K | 1.44% | Trimmed(-0.2%) |
| 21 | M META META PLATFORMS INC CL A | $22.7M | 40.3K | 1.44% | Added(+0.4%) |
| 22 | F FRHC FREEDOM 100 EMERGING MARKETS ETF | $22.4M | 307.9K | 1.43% | Trimmed(-1.7%) |
| 23 | F FPF FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $22.4M | 1.15M | 1.43% | Added(+49.5%) |
| 24 | ? N/A FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $21.9M | 371.5K | 1.39% | — |
| 25 | V V VISA INC COM CL A | $21.1M | 61.6K | 1.34% | Trimmed(-1.8%) |
| 26 | S STT-PG STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $20.9M | 228.4K | 1.33% | Trimmed(-18.9%) |
| 27 | M MCD MCDONALDS CORP COM | $19.8M | 73.3K | 1.26% | Trimmed(-0.1%) |
| 28 | ? N/A ALLSPRING CORE PLUS ETF | $17.9M | 729.4K | 1.14% | Added(+2.5%) |
| 29 | D DKS DICKS SPORTING GOODS INC COM | $17.6M | 77.6K | 1.12% | Trimmed(-1.8%) |
| 30 | ? N/A VANECK EMERGING MARKETS BOND ETF | $16.6M | 323.2K | 1.06% | Added(+13.1%) |
| 31 | E ETHA ISHARES CORE DIVIDEND GROWTH ETF | $15.2M | 200.8K | 0.97% | Added(+1.3%) |
| 32 | F FPF FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $14.9M | 506.6K | 0.95% | Added(+0.3%) |
| 33 | ? N/A VANECK REAL ASSETS ETF | $14M | 353.0K | 0.89% | Trimmed(-2.8%) |
| 34 | H HODL VANECK CLO ETF | $13.5M | 254.5K | 0.86% | Added(+13.8%) |
| 35 | ? N/A VISTASHARES ELECTRIFICATION SUPERCYCLE ETF | $13.2M | 424.7K | 0.84% | Added(+1499.7%) |
| 36 | P PEP PEPSICO INC COM | $13.1M | 97.0K | 0.84% | Trimmed(-0.5%) |
| 37 | S STT-PG STATE STREET SPDR NYSE TECHNOLOGY ETF | $11.8M | 30.3K | 0.75% | — |
| 38 | F FPF FIRST TRUST DOW JONES INTERNET INDEX FUND | $11.5M | 43.4K | 0.73% | Trimmed(-1.7%) |
| 39 | G GBTC GRAYSCALE BITCOIN TRUST ETF | $11.4M | 249.6K | 0.72% | Trimmed(-3.5%) |
| 40 | F FPF FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $10.9M | 81.7K | 0.69% | — |
| 41 | E ETHA ISHARES CORE HIGH DIVIDEND ETF | $10.3M | 374.8K | 0.65% | Added(+397.4%) |
| 42 | G GOOGN ALPHABET INC CAP STK CL C | $10.1M | 28.7K | 0.65% | Trimmed(-2.5%) |
| 43 | ? N/A STATE STREET IG PUBLIC & PRIVATE CREDIT ETF | $9.8M | 389.1K | 0.62% | Added(+17.6%) |
| 44 | J JPM-PM JPMORGAN ACTIVE GROWTH ETF | $9.7M | 98.0K | 0.62% | Trimmed(-1.2%) |
| 45 | F FPF FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF | $8.8M | 427.1K | 0.56% | Added(+21.7%) |
| 46 | E ETHA ISHARES SELECT DIVIDEND ETF | $8.7M | 55.7K | 0.55% | Trimmed(-1.4%) |
| 47 | F FMN FEDERATED HERMES TOTAL RETURN BOND ETF | $8.2M | 326.6K | 0.52% | Added(+19.1%) |
| 48 | H HODL VANECK MORNINGSTAR WIDE MOAT ETF | $8.1M | 77.7K | 0.51% | Trimmed(-3.2%) |
| 49 | A AEP AMERICAN ELEC PWR CO INC COM | $8.1M | 59.0K | 0.51% | Trimmed(-0.2%) |
| 50 | ? N/A GMO INTERNATIONAL VALUE ETF | $7.5M | 199.8K | 0.48% | — |