Beaumont Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Beaumont Financial Advisors, LLC reported 394 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Microsoft (MSFT, 4.2%) and iShares Core S&P 500 ETF (IVV, 4.1%). Compared with Q2 2025, it opened 26 new positions, sold out of 10, added to 127 and reduced 179. The biggest buy was Allspring Core Plus ETF (APLU, shares +58%) and the biggest sale JPMorgan Equity Focus ETF (JPEF, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001957394
- Portfolio Value
- $1.5B (Q3 2025)
- SEC Filing
- 0001957394-25-000014 ↗ filed Oct 23, 2025
Holdings Value
Holdings 394 stocks · $1.5B
| AAPL Apple Inc. | 4.62% | 271,623 | $69.2M | Reduce -2.1% |
| MSFT Microsoft Corp. | 4.23% | 122,258 | $63.3M | Reduce -7.6% |
| IVV iShares Core S&P 500 ETF | 4.07% | 90,980 | $60.9M | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 3.81% | 234,181 | $56.9M | Reduce -0.6% |
| SAMT Strategas Macro Them Opps | 3.14% | 1,258,277 | $46.9M | Reduce -4.7% |
| FBTC Fidelity Wise Origin Bitcoin | 3.09% | 463,623 | $46.3M | Reduce -2.2% |
| NVDA Nvidia Corp. | 2.60% | 208,618 | $38.9M | Reduce -1.4% |
| JPEF JPMorgan Equity Focus ETF | 2.58% | 519,939 | $38.5M | Reduce -25.6% |
| IJH iShares Core S&P Midcap ETF | 2.47% | 565,401 | $36.9M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 2.36% | 161,052 | $35.4M | Reduce -1.0% |
| JQUA JPMorgan US Quality Factor | 2.26% | 536,313 | $33.7M | Reduce -4.0% |
| IJT iShares S&P Small-Cap 600 GR | 2.23% | 235,319 | $33.3M | Add +1.2% |
| JGRO JPMorgan Active Growth ETF | 2.23% | 355,080 | $33.3M | Add +3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.95% | 57,983 | $29.2M | Reduce -1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.89% | 58,841 | $28.2M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 1.80% | 36,567 | $26.9M | Reduce -0.3% |
| GBTC Grayscale Bitcoin Trust ETF | 1.65% | 274,368 | $24.6M | Reduce -4.0% |
| APLU Allspring Core Plus ETF | 1.61% | 957,046 | $24.1M | Add +57.5% |
| JNJ Johnson & Johnson | 1.55% | 125,208 | $23.2M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 1.54% | 91,656 | $23.0M | Reduce -0.2% |
| MCD McDonald's Corp. | 1.51% | 74,292 | $22.6M | Reduce -1.5% |
| V Visa Inc. Class A | 1.45% | 63,619 | $21.7M | Reduce -1.6% |
| CEF Sprott Physical Gold and Sil | 1.43% | 584,767 | $21.5M | Reduce -0.0% |
| FFGX Fidelity Fndmntl GLBL Ex-US | 1.37% | 687,931 | $20.6M | Reduce -4.0% |
| TCAF T Rowe PRC Cap Appreciation | 1.33% | 528,863 | $19.9M | Reduce -4.1% |
| VOO Vanguard S&P 500 ETF | 1.27% | 31,127 | $19.1M | Reduce -3.4% |
| DKS Dick's Sporting Goods Inc. | 1.23% | 82,486 | $18.3M | Reduce -0.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.18% | 192,263 | $17.6M | Add +65.0% |
| OMAH Vistashares TRG 15 Berkshire | 1.00% | 773,342 | $14.9M | Add +1.9% |
| PEP Pepsico Inc. | 0.97% | 103,392 | $14.5M | Reduce -1.5% |
| DGRO iShares Core Dividend Growth | 0.90% | 196,845 | $13.4M | Add +0.8% |
| FDN First Trust DJ Internet Ind | 0.87% | 46,650 | $13.1M | Reduce -1.5% |
| WCMI FT WCM International ETF | 0.87% | 769,217 | $13.0M | Reduce -3.6% |
| RDVI FT Vest Rising Dividend Achi | 0.85% | 491,177 | $12.7M | Reduce -3.4% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.79% | 267,947 | $11.9M | Add +21.8% |
| CLOI Vaneck Clo ETF | 0.74% | 207,877 | $11.0M | Reduce -1.3% |
| AVGO Broadcom Inc. | 0.70% | 31,721 | $10.5M | Add +0.0% |
| HDV iShares Core High Dividend E | 0.65% | 78,819 | $9.7M | Reduce -1.3% |
| BP BP PLC-Spons ADR | 0.60% | 261,920 | $9.0M | Reduce -2.1% |
| DVY iShares Select Dividend ETF | 0.58% | 60,648 | $8.6M | Reduce -1.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.55% | 83,054 | $8.2M | Reduce -1.5% |
| VRIG Invesco Variable Rate Invest | 0.54% | 323,481 | $8.1M | Reduce -3.8% |
| GLDM SPDR Gold Minishares Trust | 0.49% | 95,583 | $7.3M | Reduce -4.4% |
| AIS Vistashares Ais ETF | 0.48% | 204,257 | $7.2M | New |
| UCON First Trust Smith Unconstrai | 0.47% | 280,709 | $7.1M | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 0.46% | 28,020 | $6.8M | Reduce -0.8% |
| AEP American Electric Power | 0.45% | 60,031 | $6.8M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.43% | 20,276 | $6.4M | Reduce -1.1% |
| BTC Grayscale Bitcoin Mini ETF | 0.41% | 122,287 | $6.2M | Add +4.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 32,698 | $6.1M | Reduce -1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 38,119 | $5.5M | Reduce -2.9% |
| CVX Chevron Corp. | 0.36% | 34,364 | $5.3M | Reduce -3.7% |
| GPZ Vaneck Alt Asset Manager ETF | 0.36% | 192,398 | $5.3M | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.35% | 23,790 | $5.3M | Reduce -9.0% |
| WCN Waste Connections Inc. | 0.35% | 29,791 | $5.2M | Add +1.1% |
| PGR Progressive Corp. | 0.34% | 20,530 | $5.1M | Add +9.6% |
| PHYS Sprott Physical Gold Trust | 0.34% | 170,064 | $5.0M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.33% | 63,201 | $5.0M | Reduce -3.3% |
| COST Costco Wholesale Corp. | 0.31% | 4,949 | $4.6M | Reduce -3.5% |
| HD Home Depot Inc. | 0.29% | 10,840 | $4.4M | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 82,188 | $4.2M | Reduce -1.6% |
| SGOV iShares 0-3 Month Treasury B | 0.28% | 40,886 | $4.1M | Reduce -7.3% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 145,346 | $3.8M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 11,558 | $3.8M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 31,812 | $3.8M | Add +0.9% |
| LLY Eli Lilly & Co. | 0.24% | 4,791 | $3.7M | Add +6.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.24% | 11,820 | $3.6M | Reduce -0.5% |
| GD General Dynamics Corp. | 0.24% | 10,468 | $3.6M | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 5,171 | $3.4M | Add +1.9% |
| PM Philip Morris International | 0.22% | 20,356 | $3.3M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.22% | 6,936 | $3.2M | Add +0.2% |
| ORCL Oracle Corp. | 0.21% | 11,289 | $3.2M | Reduce -0.9% |
| FUTY Fidelity MSCI US Utilities | 0.20% | 52,232 | $2.9M | Reduce -10.0% |
| PG The Procter & Gamble Co. | 0.19% | 18,735 | $2.9M | Reduce -2.6% |
| G Genpact Ltd. | 0.19% | 68,623 | $2.9M | New |
| AXP American Express Co. | 0.19% | 8,445 | $2.8M | Reduce -2.2% |
| LRCX Lam Research Corp. | 0.19% | 20,943 | $2.8M | Reduce -0.4% |
| ABT Abbott Laboratories | 0.18% | 20,451 | $2.7M | Add +4.1% |
| NEE Nextera Energy Inc. | 0.17% | 34,282 | $2.6M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.17% | 11,085 | $2.6M | Reduce -0.2% |
| RDVY First Trust Rising Dividend | 0.17% | 38,086 | $2.6M | Reduce -3.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 8,567 | $2.4M | Reduce -7.1% |
| XLF SS Financial Select Sector | 0.16% | 44,827 | $2.4M | Reduce -10.7% |
| FTRB Fed Hermes TTL RTRN BND | 0.16% | 94,858 | $2.4M | Reduce -0.4% |
| TOST Toast Inc. Class A | 0.16% | 65,000 | $2.4M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 3,868 | $2.3M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.15% | 20,542 | $2.3M | Reduce -12.6% |
| SCHG Schwab US Large-Cap Growth | 0.15% | 71,980 | $2.3M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 39,033 | $2.2M | Add +2.4% |
| MA Mastercard Inc. Class A | 0.14% | 3,757 | $2.1M | Reduce -0.8% |
| DE Deere & Co. | 0.14% | 4,650 | $2.1M | Reduce -0.8% |
| SMH Vaneck Semiconductor ETF | 0.14% | 6,488 | $2.1M | Add +0.2% |
| TBUX T Rowe Price Ultra Short-Ter | 0.14% | 42,198 | $2.1M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.14% | 12,485 | $2.1M | Add +13.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 6,887 | $2.0M | Add +0.2% |
| TDVG T Rowe Price Dividend Growth | 0.13% | 43,937 | $1.9M | Add +0.0% |
| WMT Walmart Inc. | 0.13% | 18,641 | $1.9M | Add +12.5% |
| BND Vanguard Total Bond Market | 0.13% | 25,826 | $1.9M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.13% | 22,743 | $1.9M | Add +12.8% |
| XLP SS Consumer Staples Sel Sect | 0.13% | 24,290 | $1.9M | Reduce -1.5% |
Portfolio Sells Q2 2025 → Q3 2025
| JPEF JPMorgan Equity Focus ETF | Reduce -25.6% | 2.58% | −0.97 |
| MSFT Microsoft Corp. | Reduce -7.6% | 4.23% | −0.53 |
| IVV iShares Core S&P 500 ETF | Reduce -6.3% | 4.07% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 2.36% | −0.22 |
| V Visa Inc. Class A | Reduce -1.6% | 1.45% | −0.21 |
| JQUA JPMorgan US Quality Factor | Reduce -4.0% | 2.26% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 1.80% | −0.16 |
| SAMT Strategas Macro Them Opps | Reduce -4.7% | 3.14% | −0.15 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -2.2% | 3.09% | −0.13 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -87.1% | 0.02% | −0.12 |
| FFGX Fidelity Fndmntl GLBL Ex-US | Reduce -4.0% | 1.37% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 1.95% | −0.11 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -4.0% | 1.65% | −0.11 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 2.47% | −0.10 |
| MCD McDonald's Corp. | Reduce -1.5% | 1.51% | −0.08 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -4.1% | 1.33% | −0.07 |
| CLOI Vaneck Clo ETF | Reduce -1.3% | 0.74% | −0.07 |
| VRIG Invesco Variable Rate Invest | Reduce -3.8% | 0.54% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -3.5% | 0.31% | −0.06 |
| RDVI FT Vest Rising Dividend Achi | Reduce -3.4% | 0.85% | −0.06 |
| WCMI FT WCM International ETF | Reduce -3.6% | 0.87% | −0.05 |
| UCON First Trust Smith Unconstrai | Reduce -3.3% | 0.47% | −0.05 |
| FDN First Trust DJ Internet Ind | Reduce -1.5% | 0.87% | −0.05 |
| PM Philip Morris International | Reduce -0.8% | 0.22% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -3.4% | 1.27% | −0.05 |
| SGOV iShares 0-3 Month Treasury B | Reduce -7.3% | 0.28% | −0.05 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -27.6% | 0.10% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -7.1% | 0.16% | −0.04 |
| PROSHARES TR | Reduce -14.6% | 0.08% | −0.03 |
| PEP Pepsico Inc. | Reduce -1.5% | 0.97% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -1.3% | 0.65% | −0.03 |
| DE Deere & Co. | Reduce -0.8% | 0.14% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 0.19% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.03 |
| XLF SS Financial Select Sector | Reduce -10.7% | 0.16% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -12.6% | 0.15% | −0.03 |
| HON Honeywell International Inc. | Reduce -4.6% | 0.11% | −0.03 |
| FIDU Fidelity MSCI Indust Indx | Reduce -19.6% | 0.10% | −0.03 |
| FDIS Fidelity MSCI Cons Discr Ind | Reduce -20.4% | 0.10% | −0.03 |
| FREL Fidelity MSCI RL Est Indx | Reduce -15.8% | 0.10% | −0.02 |
| FUTY Fidelity MSCI US Utilities | Reduce -10.0% | 0.20% | −0.02 |
| DIS The Walt Disney Co. | Reduce -2.4% | 0.12% | −0.02 |
| ADBE Adobe Inc. | Reduce -45.8% | 0.02% | −0.02 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -1.5% | 0.55% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -9.8% | 0.12% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.4% | 0.06% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -6.2% | 0.07% | −0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -9.0% | 0.35% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| APLU Allspring Core Plus ETF | Add +57.5% | 1.61% | +0.51 |
| AIS Vistashares Ais ETF | New | 0.48% | +0.48 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +65.0% | 1.18% | +0.41 |
| GPZ Vaneck Alt Asset Manager ETF | New | 0.36% | +0.36 |
| G Genpact Ltd. | New | 0.19% | +0.19 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +21.8% | 0.79% | +0.15 |
| FHLC Fidelity MSCI Health Care | New | 0.11% | +0.11 |
| FMAT Fidelity MSCI Materials Indx | New | 0.10% | +0.10 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.10% | +0.10 |
| FENY Fidelity MSCI Energy Index | Add +298.8% | 0.12% | +0.09 |
| JGRO JPMorgan Active Growth ETF | Add +3.1% | 2.23% | +0.08 |
| AVGO Broadcom Inc. | Add +0.0% | 0.70% | +0.07 |
| GBUG Sprott Active Gold & Silver | New | 0.06% | +0.06 |
| PSLV Sprott Physical Silver Trust | Add +26.6% | 0.11% | +0.04 |
| RDDT Reddit Inc. Class A | Add +3.2% | 0.11% | +0.03 |
| ARKF ARK Blockchain & Fintech Inn | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +4.1% | 0.11% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +43.0% | 0.12% | +0.03 |
| APH Amphenol Corp. Class A | Add +37.1% | 0.07% | +0.03 |
| ETHU 2X Ether ETF | New | 0.03% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +25.8% | 0.09% | +0.02 |
| GTLB Gitlab Inc. Class A | New | 0.02% | +0.02 |
| FAST Fastenal Co. | Add +27.0% | 0.09% | +0.02 |
| APP AppLovin Corp. Class A | New | 0.02% | +0.02 |
| AMD Advanced Micro Devices | Add +28.9% | 0.07% | +0.02 |
| QTUM Defiance Quantum ETF | New | 0.02% | +0.02 |
| JTEK JPMorgan US Tech Leaders | New | 0.02% | +0.02 |
| FQAL Fidelity Quality Factor ETF | New | 0.02% | +0.02 |
| P Everpure Inc. Class A | New | 0.02% | +0.02 |
| ETH Grayscale Ethereum Staking M | Add +11.8% | 0.04% | +0.02 |
| MSI Motorola Solutions Inc. | Add +55.1% | 0.05% | +0.02 |
| EXPD Expeditors Intl Wash Inc. | Add +51.3% | 0.05% | +0.02 |
| SIVR Abrdn Physical Silver Shares | New | 0.02% | +0.02 |
| URNM Sprott Uranium Miners ETF | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| ETHT Proshares Ultra Ether ETF | New | 0.02% | +0.02 |
| ITW Illinois Tool Works | Add +41.7% | 0.06% | +0.02 |
| LIN Linde PLC | Add +103.2% | 0.03% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.02% | +0.02 |
| SYY Sysco Corp. | New | 0.01% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +49.5% | 0.05% | +0.01 |
| ADI Analog Devices Inc. | New | 0.01% | +0.01 |
| VT Vanguard Tot World STK ETF | New | 0.01% | +0.01 |
| HPE Hewlett Packard Enterprise | New | 0.01% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.01% | +0.01 |
| IGV iShares Expanded Tech-Softwa | New | 0.01% | +0.01 |
| ARWR Arrowhead Pharmaceuticals Inc. | Add +0.8% | 0.02% | +0.01 |
| MRK Merck & Co. Inc. | Add +12.8% | 0.13% | +0.01 |
| QCOM Qualcomm Inc. | Add +13.5% | 0.14% | +0.01 |
| INTC Intel Corp. | Add +1.8% | 0.04% | +0.01 |
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 |