Beaumont Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Beaumont Financial Advisors, LLC reported 371 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Alphabet Class A (GOOGL, 4.6%) and iShares Core S&P 500 ETF (IVV, 4.1%). Compared with Q3 2025, it opened 25 new positions, sold out of 48, added to 139 and reduced 165. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +1075%) and the biggest sale Fidelity Wise Origin Bitcoin (FBTC, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001957394
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001957394-26-000002 ↗ filed Jan 16, 2026
Holdings Value
Holdings 371 stocks · $1.5B
| AAPL Apple Inc. | 4.68% | 261,269 | $71.0M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 4.59% | 222,512 | $69.6M | Reduce -5.0% |
| IVV iShares Core S&P 500 ETF | 4.10% | 90,809 | $62.2M | Reduce -0.2% |
| MSFT Microsoft Corp. | 3.45% | 108,352 | $52.4M | Reduce -11.4% |
| SGOV iShares 0-3 Month Treasury B | 3.18% | 480,286 | $48.2M | Add +1074.7% |
| SAMT Strategas Macro Them Opps | 2.62% | 1,031,272 | $39.7M | Reduce -18.0% |
| JPEF JPMorgan Equity Focus ETF | 2.52% | 513,115 | $38.3M | Reduce -1.3% |
| NVDA Nvidia Corp. | 2.52% | 205,479 | $38.3M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 2.44% | 561,189 | $37.0M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 2.35% | 154,701 | $35.7M | Reduce -3.9% |
| IJT iShares S&P Small-Cap 600 GR | 2.29% | 246,098 | $34.7M | Add +4.6% |
| FBTC Fidelity Wise Origin Bitcoin | 2.25% | 448,205 | $34.2M | Reduce -3.3% |
| JQUA JPMorgan US Quality Factor | 2.22% | 533,232 | $33.7M | Reduce -0.6% |
| JGRO JPMorgan Active Growth ETF | 2.18% | 355,838 | $33.0M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.89% | 57,227 | $28.8M | Reduce -1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.87% | 58,267 | $28.4M | Reduce -1.0% |
| CEF Sprott Physical Gold and Sil | 1.77% | 586,803 | $26.9M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.77% | 40,629 | $26.8M | Add +11.1% |
| JNJ Johnson & Johnson | 1.61% | 118,215 | $24.5M | Reduce -5.6% |
| APLU Allspring Core Plus ETF | 1.53% | 931,128 | $23.3M | Reduce -2.7% |
| MCD McDonald's Corp. | 1.50% | 74,287 | $22.7M | Reduce -0.0% |
| V Visa Inc. Class A | 1.45% | 62,789 | $22.0M | Reduce -1.3% |
| LOW Lowe's Cos Inc. | 1.42% | 89,408 | $21.6M | Reduce -2.5% |
| FFGX Fidelity Fndmntl GLBL Ex-US | 1.38% | 689,607 | $21.0M | Add +0.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.37% | 227,016 | $20.7M | Add +18.1% |
| TCAF T Rowe PRC Cap Appreciation | 1.32% | 525,983 | $20.1M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 1.28% | 30,915 | $19.4M | Reduce -0.7% |
| GBTC Grayscale Bitcoin Trust ETF | 1.22% | 271,467 | $18.6M | Reduce -1.1% |
| DKS Dick's Sporting Goods Inc. | 1.03% | 78,629 | $15.6M | Reduce -4.7% |
| OMAH Vistashares TRG 15 Berkshire | 1.01% | 820,995 | $15.4M | Add +6.2% |
| PEP Pepsico Inc. | 0.94% | 98,967 | $14.2M | Reduce -4.3% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.93% | 275,269 | $14.1M | Add +2.7% |
| DGRO iShares Core Dividend Growth | 0.91% | 199,048 | $13.8M | Add +1.1% |
| EMBX Vaneck Em Bond ETF | 0.89% | 267,715 | $13.6M | New |
| WCMI FT WCM International ETF | 0.86% | 770,908 | $13.1M | Add +0.2% |
| RDVI FT Vest Rising Dividend Achi | 0.86% | 495,748 | $13.0M | Add +0.9% |
| FDN First Trust DJ Internet Ind | 0.82% | 46,073 | $12.4M | Reduce -1.2% |
| CLOI Vaneck Clo ETF | 0.72% | 205,946 | $10.9M | Reduce -0.9% |
| HDV iShares Core High Dividend E | 0.60% | 75,298 | $9.2M | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 0.59% | 28,584 | $9.0M | Add +2.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.56% | 81,363 | $8.4M | Reduce -2.0% |
| GLDM SPDR Gold Minishares Trust | 0.54% | 95,584 | $8.2M | Add +0.0% |
| DVY iShares Select Dividend ETF | 0.53% | 56,680 | $8.0M | Reduce -6.5% |
| VRIG Invesco Variable Rate Invest | 0.52% | 315,686 | $7.9M | Reduce -2.4% |
| AIS Vistashares Ais ETF | 0.51% | 204,729 | $7.7M | Add +0.2% |
| UCON First Trust Smith Unconstrai | 0.46% | 275,793 | $6.9M | Reduce -1.8% |
| AEP American Electric Power | 0.46% | 60,143 | $6.9M | Add +0.2% |
| RAAX Vaneck Real Assets ETF | 0.45% | 193,407 | $6.8M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 33,103 | $6.3M | Add +1.2% |
| PHYS Sprott Physical Gold Trust | 0.40% | 183,278 | $6.1M | Add +7.8% |
| WCN Waste Connections Inc. | 0.37% | 32,070 | $5.6M | Add +7.7% |
| HAP Vaneck Natural Resources ETF | 0.36% | 90,730 | $5.5M | New |
| JPM JPMorgan Chase & Co. | 0.36% | 16,771 | $5.4M | Reduce -17.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.35% | 23,549 | $5.3M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 33,350 | $5.1M | Reduce -12.5% |
| LLY Eli Lilly & Co. | 0.33% | 4,701 | $5.1M | Reduce -1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.33% | 61,822 | $5.0M | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.31% | 13,662 | $4.7M | Reduce -56.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 73,160 | $4.0M | Reduce -11.0% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 145,349 | $3.9M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 11,521 | $3.9M | Reduce -0.3% |
| G Genpact Ltd. | 0.25% | 82,048 | $3.8M | Add +19.6% |
| BTC Grayscale Bitcoin Mini ETF | 0.25% | 99,004 | $3.8M | Reduce -19.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 12,146 | $3.8M | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 31,369 | $3.8M | Reduce -1.4% |
| LRCX Lam Research Corp. | 0.24% | 20,884 | $3.6M | Reduce -0.3% |
| CVX Chevron Corp. | 0.23% | 23,231 | $3.5M | Reduce -32.4% |
| GD General Dynamics Corp. | 0.23% | 10,256 | $3.5M | Reduce -2.0% |
| PM Philip Morris International | 0.23% | 21,445 | $3.4M | Add +5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 4,958 | $3.4M | Reduce -4.1% |
| PSLV Sprott Physical Silver Trust | 0.21% | 134,878 | $3.2M | Add +24.0% |
| BP BP PLC-Spons ADR | 0.21% | 90,501 | $3.1M | Reduce -65.5% |
| IWF iShares Russell 1000 Growth | 0.21% | 6,607 | $3.1M | Reduce -4.7% |
| AXP American Express Co. | 0.20% | 8,406 | $3.1M | Reduce -0.5% |
| ABT Abbott Laboratories | 0.19% | 23,549 | $3.0M | Add +15.2% |
| FUTY Fidelity MSCI US Utilities | 0.19% | 52,197 | $2.9M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.19% | 35,165 | $2.8M | Add +2.6% |
| RDVY First Trust Rising Dividend | 0.17% | 38,042 | $2.6M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.17% | 3,060 | $2.6M | Reduce -38.2% |
| PG The Procter & Gamble Co. | 0.17% | 17,866 | $2.6M | Reduce -4.6% |
| XLF SS Financial Select Sector | 0.16% | 44,586 | $2.4M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 8,157 | $2.4M | Reduce -4.8% |
| FTRB Fed Hermes TTL RTRN BND | 0.16% | 94,281 | $2.4M | Reduce -0.6% |
| SMH Vaneck Semiconductor ETF | 0.16% | 6,630 | $2.4M | Add +2.2% |
| SCHG Schwab US Large-Cap Growth | 0.15% | 71,980 | $2.3M | No change |
| HD Home Depot Inc. | 0.15% | 6,765 | $2.3M | Reduce -37.6% |
| TOST Toast Inc. Class A | 0.15% | 65,000 | $2.3M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 40,082 | $2.3M | Add +2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 7,894 | $2.3M | Add +14.6% |
| DE Deere & Co. | 0.14% | 4,717 | $2.2M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 3,550 | $2.2M | Reduce -8.2% |
| XOM Exxon Mobil Corp. | 0.14% | 18,037 | $2.2M | Reduce -12.2% |
| ORCL Oracle Corp. | 0.14% | 11,092 | $2.2M | Reduce -1.8% |
| QCOM Qualcomm Inc. | 0.14% | 12,594 | $2.2M | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 8,319 | $2.1M | Add +33.8% |
| TBUX T Rowe Price Ultra Short-Ter | 0.14% | 42,090 | $2.1M | Reduce -0.3% |
| WMT Walmart Inc. | 0.14% | 18,675 | $2.1M | Add +0.2% |
| MA Mastercard Inc. Class A | 0.13% | 3,536 | $2.0M | Reduce -5.9% |
| TDVG T Rowe Price Dividend Growth | 0.13% | 44,288 | $2.0M | Add +0.8% |
| BND Vanguard Total Bond Market | 0.13% | 26,100 | $1.9M | Add +1.1% |
Portfolio Sells Q3 2025 → Q4 2025
| FBTC Fidelity Wise Origin Bitcoin | Reduce -3.3% | 2.25% | −0.84 |
| MSFT Microsoft Corp. | Reduce -11.4% | 3.45% | −0.78 |
| SAMT Strategas Macro Them Opps | Reduce -18.0% | 2.62% | −0.52 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.1% | 1.22% | −0.42 |
| BP BP PLC-Spons ADR | Reduce -65.5% | 0.21% | −0.40 |
| AVGO Broadcom Inc. | Reduce -56.9% | 0.31% | −0.39 |
| GPZ Vaneck Alt Asset Manager ETF | Sold out | 0.00% | −0.36 |
| PGR Progressive Corp. | Reduce -72.3% | 0.09% | −0.25 |
| DKS Dick's Sporting Goods Inc. | Reduce -4.7% | 1.03% | −0.20 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -19.0% | 0.25% | −0.16 |
| HD Home Depot Inc. | Reduce -37.6% | 0.15% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -38.2% | 0.17% | −0.13 |
| CVX Chevron Corp. | Reduce -32.4% | 0.23% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -2.5% | 1.42% | −0.12 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.09 |
| APLU Allspring Core Plus ETF | Reduce -2.7% | 1.53% | −0.08 |
| NVDA Nvidia Corp. | Reduce -1.5% | 2.52% | −0.08 |
| PROSHARES TR | Sold out | 0.00% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -17.3% | 0.36% | −0.07 |
| ORCL Oracle Corp. | Reduce -1.8% | 0.14% | −0.07 |
| TRV The Travelers Cos Inc. | Reduce -72.5% | 0.03% | −0.07 |
| BLK BlackRock Inc. | Reduce -73.3% | 0.02% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.06 |
| FDN First Trust DJ Internet Ind | Reduce -1.2% | 0.82% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 1.89% | −0.05 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.05 |
| JPEF JPMorgan Equity Focus ETF | Reduce -1.3% | 2.52% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.05 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -6.5% | 0.53% | −0.05 |
| ABBV Abbvie Inc. | Reduce -25.5% | 0.12% | −0.05 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.05 |
| HDV iShares Core High Dividend E | Reduce -4.5% | 0.60% | −0.04 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.04 |
| JQUA JPMorgan US Quality Factor | Reduce -0.6% | 2.22% | −0.04 |
| PEP Pepsico Inc. | Reduce -4.3% | 0.94% | −0.04 |
| FAST Fastenal Co. | Reduce -24.7% | 0.05% | −0.03 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.03 |
| ARKF ARK Blockchain & Fintech Inn | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -35.9% | 0.05% | −0.03 |
| TJX TJX Companies Inc. | Reduce -12.5% | 0.34% | −0.03 |
| STE Steris PLC | Sold out | 0.00% | −0.03 |
| RIOT Riot Platforms Inc. | Reduce -30.1% | 0.03% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -43.3% | 0.05% | −0.03 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -23.7% | 0.09% | −0.03 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 2.44% | −0.03 |
| STT State Street Corp. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| SGOV iShares 0-3 Month Treasury B | Add +1074.7% | 3.18% | +2.90 |
| EMBX Vaneck Em Bond ETF | New | 0.89% | +0.89 |
| RAAX Vaneck Real Assets ETF | New | 0.45% | +0.45 |
| HAP Vaneck Natural Resources ETF | New | 0.36% | +0.36 |
| CEF Sprott Physical Gold and Sil | Add +0.3% | 1.77% | +0.34 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +18.1% | 1.37% | +0.19 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +2.7% | 0.93% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 0.59% | +0.13 |
| IBIT iShares Bitcoin Trust ETF | New | 0.10% | +0.10 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.10% | +0.10 |
| PSLV Sprott Physical Silver Trust | Add +24.0% | 0.21% | +0.10 |
| IJT iShares S&P Small-Cap 600 GR | Add +4.6% | 2.29% | +0.06 |
| PHYS Sprott Physical Gold Trust | Add +7.8% | 0.40% | +0.06 |
| G Genpact Ltd. | Add +19.6% | 0.25% | +0.06 |
| GLDM SPDR Gold Minishares Trust | Add +0.0% | 0.54% | +0.05 |
| JPST JPMorgan Ultra-Short Income | Add +94.4% | 0.09% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +33.8% | 0.14% | +0.04 |
| AIS Vistashares Ais ETF | Add +0.2% | 0.51% | +0.03 |
| GBUG Sprott Active Gold & Silver | Add +30.4% | 0.09% | +0.03 |
| VICR Vicor Corp. | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +4.0% | 0.10% | +0.03 |
| XLK SS Technology Select Sector | Add +40.5% | 0.09% | +0.03 |
| HODL Vaneck Bitcoin ETF | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | Add +30.8% | 0.07% | +0.02 |
| ARWR Arrowhead Pharmaceuticals Inc. | Add +0.6% | 0.05% | +0.02 |
| WCN Waste Connections Inc. | Add +7.7% | 0.37% | +0.02 |
| AGG iShares Core U.S. Aggregate | New | 0.02% | +0.02 |
| CIEN Ciena Corp. | New | 0.02% | +0.02 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | Add +75.3% | 0.05% | +0.02 |
| U Unity Software Inc. | New | 0.02% | +0.02 |
| POW Vistasha Eletrican SC ETF | New | 0.02% | +0.02 |
| OMAH Vistashares TRG 15 Berkshire | Add +6.2% | 1.01% | +0.02 |
| ISCF iShares International Small | New | 0.02% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +2.2% | 0.16% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +14.6% | 0.15% | +0.02 |
| JPIE JPMorgan Income ETF | Add +43.8% | 0.05% | +0.01 |
| STX Seagate Technology Holdings | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| PEG Public Service Enterprise GP | New | 0.01% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +1.1% | 0.91% | +0.01 |
| MU Micron Technology Inc. | Add +13.3% | 0.03% | +0.01 |
| NVG Nuveen Amt-FR Muni CRDT | New | 0.01% | +0.01 |
| GDLC Grayscale Coindesk 5 ETF | New | 0.01% | +0.01 |
| DFAC Dimensional US Core Equity 2 | New | 0.01% | +0.01 |
| VGK Vanguard Ftse Europe ETF | New | 0.01% | +0.01 |
| DECK Deckers Outdoor Corp. | New | 0.01% | +0.01 |
| XEXGX Eaton Vance Tax-Managed Glob | New | 0.01% | +0.01 |
| NUE Nucor Corp. | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +2.6% | 0.19% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | Add +30.8% | 0.03% | +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 |