Beaumont Financial Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Beaumont Financial Advisors, LLC reported 383 stock positions worth $1.6 billion. Its top holding was Alphabet Class A (GOOGL) at 4.8% of the portfolio, followed by Apple (AAPL, 4.7%) and iShares Core S&P 500 ETF (IVV, 4.2%). Compared with Q1 2026, it opened 33 new positions, sold out of 20, added to 124 and reduced 173. The biggest buy was iShares Ibond 1-5 Trea Lad (LDRT, shares +659%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001957394
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001957394-26-000006 ↗ filed Aug 4, 2026
Holdings Value
Holdings 383 stocks · $1.6B
| GOOGL Alphabet Inc. Class A | 4.83% | 212,200 | $75.8M | Reduce -1.2% |
| AAPL Apple Inc. | 4.70% | 255,189 | $73.8M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 4.20% | 88,113 | $66.0M | Reduce -3.1% |
| IJH iShares Core S&P Midcap ETF | 2.90% | 590,555 | $45.5M | Add +4.5% |
| IJT iShares S&P Small-Cap 600 GR | 2.84% | 249,525 | $44.6M | Add +0.2% |
| NVDA Nvidia Corp. | 2.67% | 209,860 | $42.0M | Add +1.7% |
| MSFT Microsoft Corp. | 2.63% | 110,877 | $41.4M | Add +1.8% |
| SAMT Strategas Macro Them Opps | 2.48% | 816,446 | $39.0M | Reduce -14.2% |
| AMZN Amazon.com Inc. | 2.30% | 151,329 | $36.1M | Reduce -0.8% |
| FFGX Fidelity Fndmntl GLBL Ex-US | 1.99% | 896,663 | $31.2M | Add +29.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.88% | 343,561 | $29.6M | Reduce -1.0% |
| SGOV iShares 0-3 Month Treasury B | 1.85% | 289,113 | $29.1M | Reduce -55.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.81% | 56,832 | $28.4M | Add +0.2% |
| JNJ Johnson & Johnson | 1.80% | 111,216 | $28.2M | Reduce -3.4% |
| AIS Vistashares Ais ETF | 1.74% | 320,441 | $27.3M | Reduce -8.8% |
| LDRT iShares Ibond 1-5 Trea Lad | 1.71% | 1,069,444 | $26.8M | Add +658.7% |
| VOO Vanguard S&P 500 ETF | 1.67% | 38,216 | $26.2M | Add +9.0% |
| FBTC Fidelity Wise Origin Bitcoin | 1.47% | 453,008 | $23.1M | Add +1.7% |
| JPEF JPMorgan Equity Focus ETF | 1.46% | 285,193 | $22.9M | Reduce -27.4% |
| CEF Sprott Physical Gold and Sil | 1.44% | 563,859 | $22.7M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.44% | 40,252 | $22.7M | Add +0.4% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.43% | 307,898 | $22.4M | Reduce -1.7% |
| WCMI FT WCM International ETF | 1.43% | 1,146,836 | $22.4M | Add +49.5% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 1.39% | 371,527 | $21.9M | New |
| V Visa Inc. Class A | 1.34% | 61,574 | $21.1M | Reduce -1.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.33% | 228,445 | $20.9M | Reduce -18.9% |
| MCD McDonald's Corp. | 1.26% | 73,325 | $19.8M | Reduce -0.1% |
| APLU Allspring Core Plus ETF | 1.14% | 729,424 | $17.9M | Add +2.5% |
| DKS Dick's Sporting Goods Inc. | 1.12% | 77,555 | $17.6M | Reduce -1.8% |
| EMBX Vaneck Em Bond ETF | 1.06% | 323,198 | $16.6M | Add +13.1% |
| DGRO iShares Core Dividend Growth | 0.97% | 200,797 | $15.2M | Add +1.3% |
| RDVI FT Vest Rising Dividend Achi | 0.95% | 506,641 | $14.9M | Add +0.3% |
| RAAX Vaneck Real Assets ETF | 0.89% | 352,968 | $14.0M | Reduce -2.8% |
| CLOI Vaneck Clo ETF | 0.86% | 254,492 | $13.5M | Add +13.8% |
| POW Vistasha Eletrican SC ETF | 0.84% | 424,682 | $13.2M | Add +1499.7% |
| PEP Pepsico Inc. | 0.84% | 96,971 | $13.1M | Reduce -0.5% |
| XNTK SS SPDR Nyse Tech ETF | 0.75% | 30,309 | $11.8M | New |
| FDN First Trust DJ Internet Ind | 0.73% | 43,410 | $11.5M | Reduce -1.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.72% | 249,612 | $11.4M | Reduce -3.5% |
| AIRR First Trust Rba American Ind | 0.69% | 81,672 | $10.9M | New |
| HDV iShares Core High Dividend E | 0.65% | 374,778 | $10.3M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.65% | 28,709 | $10.1M | Reduce -2.5% |
| PRIV SS Ig Publ Priv Cred ETF-Usd | 0.62% | 389,109 | $9.8M | Add +17.6% |
| JGRO JPMorgan Active Growth ETF | 0.62% | 98,027 | $9.7M | Reduce -1.2% |
| SCIO FT Struct Credit Inc. Opp ETF | 0.56% | 427,102 | $8.8M | Add +21.7% |
| DVY iShares Select Dividend ETF | 0.55% | 55,713 | $8.7M | Reduce -1.4% |
| FTRB Fed Hermes TTL RTRN BND | 0.52% | 326,633 | $8.2M | Add +19.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.51% | 77,701 | $8.1M | Reduce -3.2% |
| AEP American Electric Power | 0.51% | 58,993 | $8.1M | Reduce -0.2% |
| GMOI GMO International Value ETF | 0.48% | 199,831 | $7.5M | New |
| ABT Abbott Laboratories | 0.46% | 80,297 | $7.3M | Add +16.1% |
| LRCX Lam Research Corp. | 0.45% | 16,404 | $7.1M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.43% | 31,113 | $6.8M | Reduce -8.4% |
| VRIG Invesco Variable Rate Invest | 0.43% | 266,688 | $6.7M | Add +9.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.40% | 22,232 | $6.3M | Reduce -8.8% |
| LLY Eli Lilly & Co. | 0.36% | 4,760 | $5.7M | Add +1.7% |
| PHYS Sprott Physical Gold Trust | 0.34% | 175,936 | $5.3M | Reduce -0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 60,302 | $5.3M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.34% | 16,183 | $5.3M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 31,972 | $4.8M | Reduce -0.1% |
| OMAH Vistashares TRG 15 Berkshire | 0.30% | 257,841 | $4.8M | Add +0.8% |
| AVGO Broadcom Inc. | 0.28% | 11,663 | $4.4M | Add +1.9% |
| CRM Salesforce Inc. | 0.28% | 28,078 | $4.4M | Reduce -12.4% |
| SMH Vaneck Semiconductor ETF | 0.27% | 6,565 | $4.3M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 5,709 | $4.3M | Add +13.6% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 144,460 | $4.3M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.27% | 7,284 | $4.2M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 28,414 | $4.2M | Reduce -0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 12,072 | $4.2M | Reduce -0.6% |
| BAC Bank of America Corp. | 0.26% | 71,882 | $4.1M | Add +0.3% |
| NEE Nextera Energy Inc. | 0.25% | 45,541 | $4.0M | Add +23.4% |
| WCN Waste Connections Inc. | 0.25% | 23,258 | $3.9M | Reduce -29.4% |
| BTC Grayscale Bitcoin Mini ETF | 0.24% | 145,081 | $3.8M | Reduce -1.3% |
| DELL Dell Technologies -C | 0.24% | 8,689 | $3.7M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 9,845 | $3.6M | Reduce -14.1% |
| PM Philip Morris International | 0.23% | 20,018 | $3.6M | Add +2.7% |
| IWF iShares Russell 1000 Growth | 0.21% | 26,412 | $3.3M | Add +0.1% |
| GD General Dynamics Corp. | 0.21% | 9,198 | $3.3M | Reduce -4.7% |
| CVX Chevron Corp. | 0.20% | 19,032 | $3.2M | Reduce -5.2% |
| JPIE JPMorgan Income ETF | 0.20% | 66,756 | $3.1M | Add +297.9% |
| COST Costco Wholesale Corp. | 0.20% | 3,279 | $3.1M | Reduce -0.2% |
| FUTY Fidelity MSCI US Utilities | 0.19% | 52,404 | $3.1M | Reduce -1.8% |
| RDVY First Trust Rising Dividend | 0.19% | 36,865 | $3.0M | Reduce -2.4% |
| DE Deere & Co. | 0.19% | 4,682 | $3.0M | Reduce -1.0% |
| BOBS Bob's Discount Furniture | 0.19% | 187,240 | $3.0M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 36,162 | $2.9M | Add +1.5% |
| UCON First Trust Smith Unconstrai | 0.18% | 114,627 | $2.9M | Add +3.8% |
| AXP American Express Co. | 0.18% | 8,274 | $2.8M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 3,693 | $2.7M | Add +16.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 8,470 | $2.6M | Reduce -2.2% |
| MU Micron Technology Inc. | 0.16% | 2,194 | $2.5M | Add +25.4% |
| PG The Procter & Gamble Co. | 0.16% | 16,759 | $2.5M | Reduce -2.4% |
| SCHG Schwab US Large-Cap Growth | 0.15% | 71,426 | $2.4M | Reduce -0.9% |
| XOM Exxonmobil Holdings Corp. | 0.15% | 16,815 | $2.3M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.15% | 12,389 | $2.3M | Reduce -0.2% |
| HD Home Depot Inc. | 0.14% | 6,291 | $2.2M | Reduce -4.0% |
| SCHM Schwab US Mid Cap ETF | 0.14% | 59,073 | $2.2M | Reduce -1.4% |
| INTC Intel Corp. | 0.14% | 15,513 | $2.2M | Reduce -4.8% |
| TDVG T Rowe Price Dividend Growth | 0.13% | 41,792 | $2.0M | Reduce -5.3% |
| XLP SS Consumer Staples Sel Sect | 0.13% | 24,621 | $2.0M | Reduce -0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -55.3% | 1.85% | −2.62 |
| LOW Lowe's Cos Inc. | Reduce -97.2% | 0.03% | −1.37 |
| CTA Simplify Managed Futures St | Sold out | 0.00% | −1.04 |
| HAP Vaneck Natural Resources ETF | Sold out | 0.00% | −0.65 |
| GCOW Pacer Global Cash Cows Divid | Sold out | 0.00% | −0.61 |
| TAIL Cambria Tail Risk ETF | Sold out | 0.00% | −0.57 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | Sold out | 0.00% | −0.51 |
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −0.49 |
| JPEF JPMorgan Equity Focus ETF | Reduce -27.4% | 1.46% | −0.48 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -18.9% | 1.33% | −0.44 |
| CEF Sprott Physical Gold and Sil | Reduce -0.2% | 1.44% | −0.41 |
| MCD McDonald's Corp. | Reduce -0.1% | 1.26% | −0.31 |
| G Genpact Ltd. | Sold out | 0.00% | −0.25 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -3.5% | 0.72% | −0.21 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.84% | −0.20 |
| JNJ Johnson & Johnson | Reduce -3.4% | 1.80% | −0.14 |
| TBUX T Rowe Price Ultra Short-Ter | Sold out | 0.00% | −0.13 |
| CRM Salesforce Inc. | Reduce -12.4% | 0.28% | −0.13 |
| RAAX Vaneck Real Assets ETF | Reduce -2.8% | 0.89% | −0.12 |
| WCN Waste Connections Inc. | Reduce -29.4% | 0.25% | −0.12 |
| FCOM Fidelity MSCI Comm Serv Indx | Sold out | 0.00% | −0.11 |
| PHYS Sprott Physical Gold Trust | Reduce -0.2% | 0.34% | −0.09 |
| SAMT Strategas Macro Them Opps | Reduce -14.2% | 2.48% | −0.09 |
| CVX Chevron Corp. | Reduce -5.2% | 0.20% | −0.08 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -1.3% | 0.24% | −0.06 |
| XOM Exxonmobil Holdings Corp. | Reduce -0.9% | 0.15% | −0.05 |
| PSLV Sprott Physical Silver Trust | Reduce -2.0% | 0.12% | −0.05 |
| HDV iShares Core High Dividend E | Reduce -0.5% | 0.65% | −0.05 |
| HON Honeywell International Inc. | Reduce -2.9% | 0.04% | −0.05 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.31% | −0.04 |
| WMT Walmart Inc. | Reduce -14.2% | 0.11% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -33.5% | 0.07% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -39.4% | 0.03% | −0.03 |
| GLD SPDR Gold Shares | Reduce -24.4% | 0.05% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -1.4% | 0.55% | −0.03 |
| RVMD Revolution Medicines Inc. | Reduce -69.5% | 0.04% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.20% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -30.4% | 0.05% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.4% | 0.43% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -26.7% | 0.07% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.02 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -0.9% | 0.09% | −0.02 |
| FUTY Fidelity MSCI US Utilities | Reduce -1.8% | 0.19% | −0.02 |
| SLV iShares Silver Trust | Reduce -3.9% | 0.05% | −0.02 |
| ETH Grayscale Ethereum Staking M | Sold out | 0.00% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.1% | 0.23% | −0.02 |
| GD General Dynamics Corp. | Reduce -4.7% | 0.21% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -6.3% | 0.13% | −0.02 |
| GBUG Sprott Active Gold & Silver | Reduce -1.0% | 0.07% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -30.2% | 0.05% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| LDRT iShares Ibond 1-5 Trea Lad | Add +658.7% | 1.71% | +1.46 |
| FFLC Fidelity Fndmntl L/C Cor ETF | New | 1.39% | +1.39 |
| POW Vistasha Eletrican SC ETF | Add +1499.7% | 0.84% | +0.79 |
| XNTK SS SPDR Nyse Tech ETF | New | 0.75% | +0.75 |
| AIRR First Trust Rba American Ind | New | 0.69% | +0.69 |
| WCMI FT WCM International ETF | Add +49.5% | 1.43% | +0.54 |
| FFGX Fidelity Fndmntl GLBL Ex-US | Add +29.1% | 1.99% | +0.53 |
| GMOI GMO International Value ETF | New | 0.48% | +0.48 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.2% | 2.84% | +0.36 |
| IJH iShares Core S&P Midcap ETF | Add +4.5% | 2.90% | +0.28 |
| VOO Vanguard S&P 500 ETF | Add +9.0% | 1.67% | +0.23 |
| LRCX Lam Research Corp. | Add +0.5% | 0.45% | +0.21 |
| NVDA Nvidia Corp. | Add +1.7% | 2.67% | +0.20 |
| BOBS Bob's Discount Furniture | New | 0.19% | +0.19 |
| AMD Advanced Micro Devices | Add +0.9% | 0.27% | +0.17 |
| JPIE JPMorgan Income ETF | Add +297.9% | 0.20% | +0.14 |
| DELL Dell Technologies -C | Add +0.1% | 0.24% | +0.14 |
| MU Micron Technology Inc. | Add +25.4% | 0.16% | +0.12 |
| FDIS Fidelity MSCI Cons Discr Ind | New | 0.11% | +0.11 |
| FNCL Fidelity MSCI Financial Indx | New | 0.10% | +0.10 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.08% | +0.08 |
| EMBX Vaneck Em Bond ETF | Add +13.1% | 1.06% | +0.07 |
| LLY Eli Lilly & Co. | Add +1.7% | 0.36% | +0.07 |
| SCIO FT Struct Credit Inc. Opp ETF | Add +21.7% | 0.56% | +0.06 |
| RDVI FT Vest Rising Dividend Achi | Add +0.3% | 0.95% | +0.06 |
| ALAB Astera Labs Inc. | New | 0.05% | +0.05 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | Add +17.6% | 0.62% | +0.05 |
| VICR Vicor Corp. | Add +0.5% | 0.09% | +0.05 |
| CLOI Vaneck Clo ETF | Add +13.8% | 0.86% | +0.05 |
| FTRB Fed Hermes TTL RTRN BND | Add +19.1% | 0.52% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.3% | 0.17% | +0.05 |
| SIOO Vistashrs TGT 15 S&P DST ETF | Add +129.7% | 0.08% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.6% | 0.27% | +0.05 |
| PBDC Putnam BDC Income ETF | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +1.9% | 0.28% | +0.04 |
| STX Seagate Technology Holdings | Add +4.5% | 0.05% | +0.03 |
| RIOT Riot Platforms Inc. | Add +3.9% | 0.06% | +0.03 |
| KLAC KLA Corp. | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 0.08% | +0.02 |
| BPRE Bluerock Private Real Estate | New | 0.02% | +0.02 |
| RONB Baron First Principles ETF | New | 0.02% | +0.02 |
| ACYS FT Vest Lad A Bar & Ri ETF | New | 0.02% | +0.02 |
| FTNT Fortinet Inc. | New | 0.02% | +0.02 |
| SNDK Sandisk Corp. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +0.3% | 0.26% | +0.02 |
| NEE Nextera Energy Inc. | Add +23.4% | 0.25% | +0.02 |
| PULS Pgim Ultra Short Bond ETF | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +2.4% | 0.06% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.02% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.21% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 383 | $1.6B | GOOGL, AAPL, IVV, IJH, IJT |
| Q1 2026 | 369 | $1.5B | AAPL, SGOV, GOOGL, IVV, MSFT |
| Q4 2025 | 371 | $1.5B | AAPL, GOOGL, IVV, MSFT, SGOV |
| Q3 2025 | 394 | $1.5B | AAPL, MSFT, IVV, GOOGL, SAMT |
| Q2 2025 | 378 | $1.4B | MSFT, IVV, AAPL, JPEF, SAMT |
| Q1 2025 | 368 | $1.3B | AAPL, IVV, MSFT, GOOGL, FBTC |
| Q4 2024 | 369 | $1.3B | AAPL, MSFT, IVV, JGRO, GOOGL |
| Q3 2024 | 349 | $1.3B | AAPL, MSFT, IVV, JGRO, GOOGL |
| Q2 2024 | 365 | $1.3B | AAPL, MSFT, IVV, GOOGL, JGRO |
| Q1 2024 | 364 | $1.2B | MSFT, AAPL, IVV, JGRO, GOOGL |