Beaumont Financial Advisors, LLC
Q3 2026 13F filing
Updated 14 days ago383 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC COM | $83.9M | 252.0K | 5.28% | Trimmed(-1.2%) |
| 2 | G ALPHABET INC CAP STK CL A | $71.8M | 208.8K | 4.52% | Trimmed(-1.6%) |
| 3 | E ISHARES CORE S&P 500 ETF | $66.5M | 86.9K | 4.18% | Trimmed(-1.4%) |
| 4 | M MICROSOFT CORP COM | $56.6M | 110.4K | 3.56% | Trimmed(-0.4%) |
| 5 | N NVIDIA CORPORATION COM | $48.1M | 210.4K | 3.02% | Added(+0.3%) |
| 6 | E ISHARES CORE S&P MID-CAP ETF | $42.7M | 593.5K | 2.68% | Added(+0.5%) |
| 7 | E ISHARES S&P SMALL-CAP 600 GROWTH ETF | $40.1M | 250.0K | 2.52% | Added(+0.2%) |
| 8 | A AMAZON COM INC COM | $37.5M | 150.5K | 2.36% | Trimmed(-0.5%) |
| 9 | ? N/A STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $35.1M | 842.6K | 2.21% | Added(+3.2%) |
| 10 | F FIDELITY WISE ORIGIN BITCOIN FUND | $33.2M | 456.6K | 2.08% | Added(+0.8%) |
| 11 | ? N/A ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF | $32.1M | 1.30M | 2.02% | Added(+21.9%) |
| 12 | V VANGUARD MORNINGSTAR GROWTH ETF | $30.8M | 341.9K | 1.94% | Trimmed(-0.5%) |
| 13 | J JOHNSON & JOHNSON COM | $29.3M | 110.5K | 1.84% | Trimmed(-0.6%) |
| 14 | M META PLATFORMS INC CL A | $29M | 40.0K | 1.82% | Trimmed(-0.6%) |
| 15 | B BERKSHIRE HATHAWAY INC DEL CL B NEW | $28M | 56.1K | 1.76% | Trimmed(-1.2%) |
| 16 | E ISHARES 0-3 MONTH TREASURY BOND ETF | $27.5M | 273.1K | 1.73% | Trimmed(-5.5%) |
| 17 | V VANGUARD S&P 500 ETF | $26.8M | 38.2K | 1.68% | Trimmed(-0.1%) |
| 18 | ? N/A T. ROWE PRICE EQUITY INCOME ETF | $24.2M | 478.8K | 1.52% | — |
| 19 | C SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $23.4M | 562.4K | 1.47% | Trimmed(-0.3%) |
| 20 | ? N/A FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $22.4M | 378.7K | 1.41% | Added(+1.9%) |
| 21 | V VISA INC COM CL A | $21.8M | 60.7K | 1.37% | Trimmed(-1.5%) |
| 22 | F FREEDOM 100 EMERGING MARKETS ETF | $20.8M | 296.6K | 1.30% | Trimmed(-3.7%) |
| 23 | F FIDELITY ENHANCED LARGE CAP CORE ETF | $19.6M | 453.3K | 1.23% | — |
| 24 | S STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $19.5M | 213.2K | 1.23% | Trimmed(-6.7%) |
| 25 | ? N/A VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $19M | 254.3K | 1.19% | Trimmed(-20.6%) |
| 26 | M MCDONALDS CORP COM | $16.8M | 72.7K | 1.06% | Trimmed(-0.8%) |
| 27 | P PACER GLOBAL CASH COWS DIVIDEND ETF | $16.3M | 364.8K | 1.03% | — |
| 28 | ? N/A VANECK EMERGING MARKETS BOND ETF | $15.9M | 321.7K | 1.00% | Trimmed(-0.5%) |
| 29 | G GRAYSCALE BITCOIN TRUST ETF | $15.7M | 242.9K | 0.99% | Trimmed(-2.7%) |
| 30 | E ISHARES CORE DIVIDEND GROWTH ETF | $15M | 198.4K | 0.94% | Trimmed(-1.2%) |
| 31 | ? N/A FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | $14.5M | 428.0K | 0.91% | Trimmed(-52.3%) |
| 32 | F FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $13.9M | 728.8K | 0.87% | Trimmed(-36.5%) |
| 33 | H VANECK CLO ETF | $13.9M | 261.9K | 0.87% | Added(+2.9%) |
| 34 | F FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $13.7M | 492.2K | 0.86% | Trimmed(-2.9%) |
| 35 | ? N/A VANECK REAL ASSETS ETF | $13.6M | 342.3K | 0.86% | Trimmed(-3.0%) |
| 36 | F FIRST TRUST DOW JONES INTERNET INDEX FUND | $12.3M | 42.7K | 0.77% | Trimmed(-1.7%) |
| 37 | ? N/A FT VEST LADDERED AUTOCALLABLE BARRIER & RESILIENT INCOME ETF | $12.1M | 587.9K | 0.76% | Added(+3352.0%) |
| 38 | P PEPSICO INC COM | $11.9M | 94.0K | 0.75% | Trimmed(-3.1%) |
| 39 | S STATE STREET SPDR NYSE TECHNOLOGY ETF | $11.8M | 30.8K | 0.74% | Added(+1.7%) |
| 40 | E ISHARES CORE HIGH DIVIDEND ETF | $10.6M | 377.8K | 0.66% | Added(+0.8%) |
| 41 | D DICKS SPORTING GOODS INC COM | $10.3M | 76.6K | 0.65% | Trimmed(-1.3%) |
| 42 | G ALPHABET INC CAP STK CL C | $9.8M | 28.9K | 0.62% | Added(+0.6%) |
| 43 | J JPMORGAN ACTIVE GROWTH ETF | $9.7M | 100.4K | 0.61% | Added(+2.4%) |
| 44 | H VANECK NATURAL RESOURCES ETF | $9.4M | 128.3K | 0.59% | — |
| 45 | J JPMORGAN INCOME ETF | $9.1M | 203.8K | 0.58% | Added(+205.3%) |
| 46 | ? N/A GMO INTERNATIONAL VALUE ETF | $9M | 227.7K | 0.57% | Added(+13.9%) |
| 47 | G GOLDMAN SACHS ULTRA SHORT BOND ETF | $8.9M | 177.0K | 0.56% | — |
| 48 | E ISHARES SELECT DIVIDEND ETF | $8.7M | 57.0K | 0.54% | Added(+2.3%) |
| 49 | ? N/A ALLSPRING CORE PLUS ETF | $8.4M | 360.8K | 0.53% | Trimmed(-50.5%) |
| 50 | F FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF | $8.2M | 410.2K | 0.51% | Trimmed(-4.0%) |