Beaumont Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Beaumont Financial Advisors, LLC reported 378 stock positions worth $1.4 billion. Its top holding was Microsoft (MSFT) at 4.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.4%) and Apple (AAPL, 4.1%). Compared with Q1 2025, it opened 30 new positions, sold out of 20, added to 140 and reduced 174. The biggest buy was Strategas Macro Them Opps (SAMT, shares +121%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001957394
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0001957394-25-000009 ↗ filed Jul 16, 2025
Holdings Value
Holdings 378 stocks · $1.4B
| MSFT Microsoft Corp. | 4.76% | 132,275 | $65.8M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 4.36% | 97,124 | $60.3M | Add +4.0% |
| AAPL Apple Inc. | 4.12% | 277,438 | $56.9M | Reduce -1.6% |
| JPEF JPMorgan Equity Focus ETF | 3.55% | 699,354 | $49.1M | Add +102.2% |
| SAMT Strategas Macro Them Opps | 3.29% | 1,320,122 | $45.5M | Add +121.4% |
| FBTC Fidelity Wise Origin Bitcoin | 3.22% | 474,240 | $44.6M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 3.00% | 235,680 | $41.5M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 2.58% | 162,704 | $35.7M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 2.57% | 572,606 | $35.5M | Reduce -1.5% |
| JQUA JPMorgan US Quality Factor | 2.43% | 558,731 | $33.6M | Add +56.9% |
| NVDA Nvidia Corp. | 2.42% | 211,527 | $33.4M | Reduce -4.1% |
| IJT iShares S&P Small-Cap 600 GR | 2.24% | 232,439 | $30.9M | Reduce -4.0% |
| JGRO JPMorgan Active Growth ETF | 2.15% | 344,487 | $29.6M | Add +35.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.06% | 58,651 | $28.5M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 1.96% | 36,682 | $27.1M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.90% | 60,008 | $26.3M | Reduce -2.1% |
| GBTC Grayscale Bitcoin Trust ETF | 1.76% | 285,961 | $24.3M | Reduce -4.0% |
| V Visa Inc. Class A | 1.66% | 64,681 | $23.0M | Reduce -6.0% |
| MCD McDonald's Corp. | 1.59% | 75,396 | $22.0M | Reduce -1.4% |
| FFGX Fidelity Fndmntl GLBL Ex-US | 1.49% | 716,441 | $20.7M | New |
| LOW Lowe's Cos Inc. | 1.47% | 91,802 | $20.4M | Add +0.3% |
| TCAF T Rowe PRC Cap Appreciation | 1.41% | 551,269 | $19.4M | Reduce -2.9% |
| JNJ Johnson & Johnson | 1.39% | 125,467 | $19.2M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 1.32% | 32,210 | $18.3M | Reduce -15.6% |
| CEF Sprott Physical Gold and Sil | 1.27% | 584,808 | $17.6M | Add +9.2% |
| DKS Dick's Sporting Goods Inc. | 1.19% | 83,147 | $16.4M | Add +2.1% |
| APLU Allspring Core Plus ETF | 1.10% | 607,630 | $15.2M | Add +80.5% |
| OMAH Vistashares TRG 15 Berkshire | 1.06% | 759,155 | $14.7M | New |
| PEP Pepsico Inc. | 1.00% | 104,987 | $13.9M | Add +2.0% |
| FDN First Trust DJ Internet Ind | 0.92% | 47,353 | $12.8M | Reduce -0.3% |
| WCMI FT WCM International ETF | 0.92% | 797,749 | $12.7M | New |
| RDVI FT Vest Rising Dividend Achi | 0.91% | 508,460 | $12.6M | New |
| DGRO iShares Core Dividend Growth | 0.90% | 195,200 | $12.5M | Add +1.4% |
| CLOI Vaneck Clo ETF | 0.81% | 210,615 | $11.2M | Reduce -11.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.77% | 116,509 | $10.7M | Add +103.5% |
| HDV iShares Core High Dividend E | 0.68% | 79,886 | $9.4M | Reduce -0.2% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.64% | 220,075 | $8.9M | Add +14.2% |
| AVGO Broadcom Inc. | 0.63% | 31,718 | $8.7M | Add +13.3% |
| VRIG Invesco Variable Rate Invest | 0.61% | 336,227 | $8.4M | Reduce -22.1% |
| DVY iShares Select Dividend ETF | 0.59% | 61,821 | $8.2M | Reduce -1.5% |
| BP BP PLC-Spons ADR | 0.58% | 267,618 | $8.0M | Reduce -5.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.57% | 84,357 | $7.9M | Reduce -68.7% |
| UCON First Trust Smith Unconstrai | 0.52% | 290,312 | $7.2M | Reduce -4.7% |
| GLDM SPDR Gold Minishares Trust | 0.47% | 99,954 | $6.5M | Reduce -18.8% |
| AEP American Electric Power | 0.44% | 58,881 | $6.1M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.43% | 20,511 | $5.9M | Reduce -1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 33,183 | $5.9M | Reduce -6.2% |
| BTC Grayscale Bitcoin Mini ETF | 0.40% | 116,717 | $5.6M | Reduce -3.7% |
| WCN Waste Connections Inc. | 0.40% | 29,474 | $5.5M | Add +4.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.37% | 26,145 | $5.2M | Add +53.0% |
| CVX Chevron Corp. | 0.37% | 35,675 | $5.1M | Reduce -7.0% |
| COST Costco Wholesale Corp. | 0.37% | 5,127 | $5.1M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.36% | 28,259 | $5.0M | Reduce -0.1% |
| PGR Progressive Corp. | 0.36% | 18,725 | $5.0M | Add +15.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 39,252 | $4.8M | Add +1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 65,387 | $4.8M | Reduce -5.2% |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 44,102 | $4.4M | Reduce -86.4% |
| PHYS Sprott Physical Gold Trust | 0.31% | 170,064 | $4.3M | Reduce -1.8% |
| HD Home Depot Inc. | 0.29% | 10,979 | $4.0M | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 83,528 | $4.0M | Add +1.1% |
| PM Philip Morris International | 0.27% | 20,512 | $3.7M | Reduce -4.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 11,630 | $3.5M | Reduce -1.9% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 144,542 | $3.5M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.25% | 4,497 | $3.5M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 31,524 | $3.4M | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 11,878 | $3.4M | Add +9.3% |
| GD General Dynamics Corp. | 0.23% | 10,799 | $3.1M | Reduce -9.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 5,075 | $3.1M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.22% | 19,233 | $3.1M | Reduce -1.4% |
| FUTY Fidelity MSCI US Utilities | 0.22% | 58,017 | $3.1M | Reduce -1.2% |
| IWF iShares Russell 1000 Growth | 0.21% | 6,920 | $2.9M | Reduce -1.6% |
| TOST Toast Inc. Class A | 0.21% | 65,000 | $2.9M | Reduce -0.0% |
| AXP American Express Co. | 0.20% | 8,631 | $2.8M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 9,224 | $2.7M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.19% | 19,648 | $2.7M | Reduce -4.5% |
| XLF SS Financial Select Sector | 0.19% | 50,170 | $2.6M | Add +154.8% |
| XOM Exxon Mobil Corp. | 0.18% | 23,496 | $2.5M | Add +1.4% |
| ORCL Oracle Corp. | 0.18% | 11,389 | $2.5M | Reduce -2.5% |
| RDVY First Trust Rising Dividend | 0.18% | 39,330 | $2.5M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.17% | 34,834 | $2.4M | Add +5.3% |
| FTRB Fed Hermes TTL RTRN BND | 0.17% | 95,247 | $2.4M | Add +23.8% |
| DE Deere & Co. | 0.17% | 4,689 | $2.4M | Reduce -2.5% |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 38,134 | $2.2M | Reduce -26.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 3,898 | $2.2M | Add +3.5% |
| MA Mastercard Inc. Class A | 0.15% | 3,789 | $2.1M | Add +17.2% |
| TBUX T Rowe Price Ultra Short-Ter | 0.15% | 42,291 | $2.1M | Add +24.2% |
| SCHG Schwab US Large-Cap Growth | 0.15% | 71,980 | $2.1M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.15% | 11,109 | $2.1M | Add +0.3% |
| LRCX Lam Research Corp. | 0.15% | 21,021 | $2.0M | Add +0.3% |
| XLP SS Consumer Staples Sel Sect | 0.14% | 24,670 | $2.0M | Reduce -1.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 40,249 | $2.0M | Add +3.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 15,677 | $1.9M | Reduce -20.9% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.14% | 37,885 | $1.9M | Add +1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 6,875 | $1.9M | Add +58.2% |
| BND Vanguard Total Bond Market | 0.14% | 25,622 | $1.9M | Add +0.8% |
| HON Honeywell International Inc. | 0.14% | 8,077 | $1.9M | Reduce -5.4% |
| JSCP JPMorgan Short Duration Core | 0.14% | 39,344 | $1.9M | Reduce -1.9% |
| TDVG T Rowe Price Dividend Growth | 0.13% | 43,934 | $1.9M | Add +0.0% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.13% | 28,557 | $1.9M | New |
| SMH Vaneck Semiconductor ETF | 0.13% | 6,473 | $1.8M | Add +416.6% |
Portfolio Sells Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -86.4% | 0.32% | −2.24 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -68.7% | 0.57% | −1.28 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Sold out | 0.00% | −1.20 |
| IOO iShares Global 100 ETF | Sold out | 0.00% | −1.09 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.98 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.83 |
| AAPL Apple Inc. | Reduce -1.6% | 4.12% | −0.80 |
| FTGC First Trust Global Tactical | Sold out | 0.00% | −0.75 |
| MEM Matthews Em MKT Eqty Active | Sold out | 0.00% | −0.64 |
| IQLT iShares MSCI International Q | Sold out | 0.00% | −0.49 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 2.06% | −0.43 |
| MCD McDonald's Corp. | Reduce -1.4% | 1.59% | −0.28 |
| JNJ Johnson & Johnson | Reduce -0.6% | 1.39% | −0.26 |
| VRIG Invesco Variable Rate Invest | Reduce -22.1% | 0.61% | −0.24 |
| V Visa Inc. Class A | Reduce -6.0% | 1.66% | −0.23 |
| VOO Vanguard S&P 500 ETF | Reduce -15.6% | 1.32% | −0.21 |
| CLOI Vaneck Clo ETF | Reduce -11.7% | 0.81% | −0.18 |
| BP BP PLC-Spons ADR | Reduce -5.1% | 0.58% | −0.17 |
| FHLC Fidelity MSCI Health Care | Sold out | 0.00% | −0.15 |
| FNCL Fidelity MSCI Financial Indx | Sold out | 0.00% | −0.14 |
| CVX Chevron Corp. | Reduce -7.0% | 0.37% | −0.13 |
| XLC SS Comm Select Sector SPDR | Reduce -65.4% | 0.07% | −0.13 |
| XLY SS Consumer Disc Select Sect | Reduce -87.9% | 0.02% | −0.13 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -4.0% | 2.24% | −0.13 |
| GLDM SPDR Gold Minishares Trust | Reduce -18.8% | 0.47% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.5% | 2.57% | −0.09 |
| HDV iShares Core High Dividend E | Reduce -0.2% | 0.68% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -4.3% | 0.09% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -26.8% | 0.16% | −0.08 |
| UCON First Trust Smith Unconstrai | Reduce -4.7% | 0.52% | −0.07 |
| DVY iShares Select Dividend ETF | Reduce -1.5% | 0.59% | −0.07 |
| AZTA Azenta Inc. | Sold out | 0.00% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.2% | 0.42% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -1.2% | 0.25% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -18.2% | 0.12% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.22% | −0.04 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -2.7% | 0.29% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -3.5% | 0.12% | −0.03 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -2.9% | 1.41% | −0.03 |
| GD General Dynamics Corp. | Reduce -9.4% | 0.23% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.9% | 0.06% | −0.02 |
| TOTL SS Doubleline TR Tact ETF | Reduce -40.7% | 0.03% | −0.02 |
| IWX iShares Russell Top 200 Valu | Sold out | 0.00% | −0.02 |
| EPD Enterprise Products Partners | Reduce -44.0% | 0.02% | −0.02 |
| ABT Abbott Laboratories | Reduce -4.5% | 0.19% | −0.02 |
| FQAL Fidelity Quality Factor ETF | Sold out | 0.00% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.7% | 0.08% | −0.02 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.3% | 0.04% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| SAMT Strategas Macro Them Opps | Add +121.4% | 3.29% | +1.92 |
| JPEF JPMorgan Equity Focus ETF | Add +102.2% | 3.55% | +1.82 |
| FFGX Fidelity Fndmntl GLBL Ex-US | New | 1.49% | +1.49 |
| OMAH Vistashares TRG 15 Berkshire | New | 1.06% | +1.06 |
| WCMI FT WCM International ETF | New | 0.92% | +0.92 |
| RDVI FT Vest Rising Dividend Achi | New | 0.91% | +0.91 |
| JQUA JPMorgan US Quality Factor | Add +56.9% | 2.43% | +0.85 |
| JGRO JPMorgan Active Growth ETF | Add +35.7% | 2.15% | +0.68 |
| APLU Allspring Core Plus ETF | Add +80.5% | 1.10% | +0.44 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +103.5% | 0.77% | +0.36 |
| AVGO Broadcom Inc. | Add +13.3% | 0.63% | +0.26 |
| IVV iShares Core S&P 500 ETF | Add +4.0% | 4.36% | +0.25 |
| FTEC Fidelity MSCI Info Tech Indx | Add +53.0% | 0.37% | +0.16 |
| FCOM Fidelity MSCI Comm Serv Indx | New | 0.13% | +0.13 |
| FDIS Fidelity MSCI Cons Discr Ind | New | 0.13% | +0.13 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +14.2% | 0.64% | +0.11 |
| XLF SS Financial Select Sector | Add +154.8% | 0.19% | +0.11 |
| SMH Vaneck Semiconductor ETF | Add +416.6% | 0.13% | +0.11 |
| CEF Sprott Physical Gold and Sil | Add +9.2% | 1.27% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +103.6% | 0.10% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +58.2% | 0.14% | +0.05 |
| EWJ iShares MSCI Japan ETF | New | 0.04% | +0.04 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.03% | +0.03 |
| RDDT Reddit Inc. Class A | Add +25.3% | 0.07% | +0.03 |
| LRCX Lam Research Corp. | Add +0.3% | 0.15% | +0.03 |
| AZO AutoZone Inc. | New | 0.03% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +9.3% | 0.25% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| SGDM Sprott Gold Miners ETF | New | 0.02% | +0.02 |
| ALAB Astera Labs Inc. | New | 0.02% | +0.02 |
| FTRB Fed Hermes TTL RTRN BND | Add +23.8% | 0.17% | +0.02 |
| CCJ Cameco Corp. | New | 0.02% | +0.02 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | New | 0.02% | +0.02 |
| DASH DoorDash Inc. Class A | New | 0.02% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.02% | +0.02 |
| TBUX T Rowe Price Ultra Short-Ter | Add +24.2% | 0.15% | +0.02 |
| MSTR Strategy Inc. | New | 0.02% | +0.02 |
| RISR Foliobe Altr In&in H ETF-Usd | Add +70.7% | 0.05% | +0.02 |
| INTU Intuit Inc. | Add +36.5% | 0.05% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.5% | 0.16% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.02% | +0.02 |
| URA Global X Uranium ETF | New | 0.02% | +0.02 |
| FTNT Fortinet Inc. | New | 0.02% | +0.02 |
| HWM Howmet Aerospace Inc. | New | 0.02% | +0.02 |
| PLNT Planet Fitness Inc. Class A | New | 0.02% | +0.02 |
| IYJ iShares U.S. Industrials ETF | New | 0.02% | +0.02 |
| NXPI NXP Semiconductors NV | Add +13.4% | 0.09% | +0.02 |
| BAC Bank of America Corp. | Add +1.1% | 0.29% | +0.02 |
| LH Labcorp Holdings Inc. | New | 0.02% | +0.02 |
| APH Amphenol Corp. Class A | Add +6.0% | 0.05% | +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 |