Beaumont Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Beaumont Financial Advisors, LLC reported 369 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 4.5% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 4.5%) and Alphabet Class A (GOOGL, 4.2%). Compared with Q4 2025, it opened 24 new positions, sold out of 26, added to 143 and reduced 158. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +35%) and the biggest sale an exit from JPMorgan US Quality Factor (JQUA).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001957394
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001957394-26-000004 ↗ filed May 5, 2026
Holdings Value
Holdings 369 stocks · $1.5B
| AAPL Apple Inc. | 4.48% | 256,931 | $65.2M | Reduce -1.7% |
| SGOV iShares 0-3 Month Treasury B | 4.48% | 647,227 | $65.1M | Add +34.8% |
| GOOGL Alphabet Inc. Class A | 4.24% | 214,731 | $61.7M | Reduce -3.5% |
| IVV iShares Core S&P 500 ETF | 4.08% | 90,971 | $59.4M | Add +0.2% |
| MSFT Microsoft Corp. | 2.77% | 108,959 | $40.3M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 2.62% | 565,412 | $38.2M | Add +0.8% |
| SAMT Strategas Macro Them Opps | 2.57% | 951,725 | $37.4M | Reduce -7.7% |
| IJT iShares S&P Small-Cap 600 GR | 2.48% | 249,133 | $36.1M | Add +1.2% |
| NVDA Nvidia Corp. | 2.47% | 206,305 | $36.0M | Add +0.4% |
| AMZN Amazon.com Inc. | 2.18% | 152,476 | $31.8M | Reduce -1.4% |
| JPEF JPMorgan Equity Focus ETF | 1.94% | 392,979 | $28.2M | Reduce -23.4% |
| JNJ Johnson & Johnson | 1.93% | 115,122 | $28.1M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.87% | 56,695 | $27.2M | Reduce -0.9% |
| CEF Sprott Physical Gold and Sil | 1.85% | 564,984 | $27.0M | Reduce -3.7% |
| FBTC Fidelity Wise Origin Bitcoin | 1.81% | 445,303 | $26.3M | Reduce -0.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.77% | 281,563 | $25.8M | Add +24.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.74% | 57,861 | $25.3M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.58% | 40,100 | $22.9M | Reduce -1.3% |
| MCD McDonald's Corp. | 1.57% | 73,379 | $22.8M | Reduce -1.2% |
| FFGX Fidelity Fndmntl GLBL Ex-US | 1.46% | 694,766 | $21.2M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 1.44% | 35,047 | $20.9M | Add +13.4% |
| LOW Lowe's Cos Inc. | 1.41% | 86,528 | $20.4M | Reduce -3.2% |
| V Visa Inc. Class A | 1.30% | 62,705 | $19.0M | Reduce -0.1% |
| APLU Allspring Core Plus ETF | 1.21% | 711,322 | $17.6M | Reduce -23.6% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.18% | 313,143 | $17.1M | Add +13.8% |
| DKS Dick's Sporting Goods Inc. | 1.08% | 78,939 | $15.7M | Add +0.4% |
| CTA Simplify Managed Futures St | 1.04% | 501,007 | $15.1M | New |
| PEP Pepsico Inc. | 1.04% | 97,483 | $15.1M | Reduce -1.5% |
| RAAX Vaneck Real Assets ETF | 1.02% | 363,123 | $14.8M | Add +87.8% |
| AIS Vistashares Ais ETF | 1.01% | 351,420 | $14.7M | Add +71.7% |
| EMBX Vaneck Em Bond ETF | 0.98% | 285,790 | $14.3M | Add +6.8% |
| DGRO iShares Core Dividend Growth | 0.96% | 198,226 | $13.9M | Reduce -0.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.94% | 258,734 | $13.7M | Reduce -4.7% |
| RDVI FT Vest Rising Dividend Achi | 0.89% | 505,227 | $12.9M | Add +1.9% |
| WCMI FT WCM International ETF | 0.88% | 767,260 | $12.9M | Reduce -0.5% |
| CLOI Vaneck Clo ETF | 0.81% | 223,533 | $11.8M | Add +8.5% |
| FDN First Trust DJ Internet Ind | 0.71% | 44,152 | $10.3M | Reduce -4.2% |
| HDV iShares Core High Dividend E | 0.70% | 75,348 | $10.2M | Add +0.1% |
| HAP Vaneck Natural Resources ETF | 0.65% | 130,627 | $9.5M | Add +44.0% |
| GCOW Pacer Global Cash Cows Divid | 0.61% | 192,721 | $8.9M | New |
| DVY iShares Select Dividend ETF | 0.59% | 56,527 | $8.6M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.58% | 29,446 | $8.4M | Add +3.0% |
| JGRO JPMorgan Active Growth ETF | 0.58% | 99,246 | $8.4M | Reduce -72.1% |
| PRIV SS Ig Publ Priv Cred ETF-Usd | 0.57% | 330,905 | $8.3M | Add +1113.4% |
| TAIL Cambria Tail Risk ETF | 0.57% | 710,791 | $8.3M | New |
| MOAT Vaneck Morningstar Wide Moat | 0.53% | 80,248 | $7.8M | Reduce -1.4% |
| AEP American Electric Power | 0.53% | 59,099 | $7.7M | Reduce -1.7% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.51% | 228,745 | $7.5M | New |
| SCIO FT Struct Credit Inc. Opp ETF | 0.50% | 350,934 | $7.2M | New |
| GLDM SPDR Gold Minishares Trust | 0.49% | 77,062 | $7.1M | Reduce -19.4% |
| ABT Abbott Laboratories | 0.49% | 69,183 | $7.1M | Add +193.8% |
| FTRB Fed Hermes TTL RTRN BND | 0.47% | 274,316 | $6.9M | Add +191.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 33,985 | $6.7M | Add +2.7% |
| PHYS Sprott Physical Gold Trust | 0.43% | 176,322 | $6.2M | Reduce -3.8% |
| VRIG Invesco Variable Rate Invest | 0.42% | 244,728 | $6.1M | Reduce -22.5% |
| CRM Salesforce Inc. | 0.41% | 32,050 | $6.0M | Add +1905.6% |
| WCN Waste Connections Inc. | 0.37% | 32,940 | $5.4M | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 32,003 | $5.1M | Reduce -4.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.35% | 24,380 | $5.1M | Add +3.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.33% | 61,822 | $4.7M | No change |
| JPM JPMorgan Chase & Co. | 0.32% | 15,976 | $4.7M | Reduce -4.7% |
| OMAH Vistashares TRG 15 Berkshire | 0.32% | 255,691 | $4.6M | Reduce -68.9% |
| BTC Grayscale Bitcoin Mini ETF | 0.30% | 146,947 | $4.4M | Add +48.4% |
| LLY Eli Lilly & Co. | 0.30% | 4,681 | $4.3M | Reduce -0.4% |
| CVX Chevron Corp. | 0.29% | 20,084 | $4.2M | Reduce -13.6% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 145,173 | $3.7M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 11,465 | $3.7M | Reduce -0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 12,139 | $3.6M | Reduce -0.1% |
| G Genpact Ltd. | 0.25% | 97,358 | $3.6M | Add +18.7% |
| LDRT iShares Ibond 1-5 Trea Lad | 0.24% | 140,961 | $3.6M | New |
| AVGO Broadcom Inc. | 0.24% | 11,445 | $3.5M | Reduce -16.2% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 28,434 | $3.5M | Reduce -9.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 71,648 | $3.5M | Reduce -2.1% |
| LRCX Lam Research Corp. | 0.24% | 16,327 | $3.5M | Reduce -21.8% |
| NEE Nextera Energy Inc. | 0.24% | 36,890 | $3.4M | Add +4.9% |
| GD General Dynamics Corp. | 0.23% | 9,649 | $3.3M | Reduce -5.9% |
| COST Costco Wholesale Corp. | 0.23% | 3,286 | $3.3M | Add +7.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 5,027 | $3.3M | Add +1.4% |
| PM Philip Morris International | 0.22% | 19,495 | $3.2M | Reduce -9.1% |
| FUTY Fidelity MSCI US Utilities | 0.22% | 53,356 | $3.2M | Add +2.2% |
| XOM Exxon Mobil Corp. | 0.20% | 16,970 | $2.9M | Reduce -5.9% |
| IWF iShares Russell 1000 Growth | 0.19% | 6,595 | $2.8M | Reduce -0.2% |
| UCON First Trust Smith Unconstrai | 0.19% | 110,419 | $2.7M | Reduce -60.0% |
| DE Deere & Co. | 0.18% | 4,729 | $2.7M | Add +0.3% |
| RDVY First Trust Rising Dividend | 0.18% | 37,752 | $2.6M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 8,909 | $2.6M | Add +12.9% |
| SMH Vaneck Semiconductor ETF | 0.17% | 6,630 | $2.5M | No change |
| AXP American Express Co. | 0.17% | 8,321 | $2.5M | Reduce -1.0% |
| PSLV Sprott Physical Silver Trust | 0.17% | 103,153 | $2.5M | Reduce -23.5% |
| PG The Procter & Gamble Co. | 0.17% | 17,162 | $2.5M | Reduce -3.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 8,657 | $2.3M | Add +4.1% |
| WMT Walmart Inc. | 0.15% | 17,570 | $2.2M | Reduce -5.9% |
| HD Home Depot Inc. | 0.15% | 6,556 | $2.2M | Reduce -3.1% |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 37,927 | $2.1M | Reduce -5.4% |
| SCHG Schwab US Large-Cap Growth | 0.14% | 72,061 | $2.1M | Add +0.1% |
| FENY Fidelity MSCI Energy Index | 0.14% | 60,946 | $2.1M | Reduce -12.6% |
| XLP SS Consumer Staples Sel Sect | 0.14% | 24,685 | $2.0M | Add +0.0% |
| TDVG T Rowe Price Dividend Growth | 0.14% | 44,153 | $2.0M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.13% | 26,542 | $2.0M | Add +1.7% |
| TBUX T Rowe Price Ultra Short-Ter | 0.13% | 38,869 | $1.9M | Reduce -7.7% |
Portfolio Sells Q4 2025 → Q1 2026
| JQUA JPMorgan US Quality Factor | Sold out | 0.00% | −2.22 |
| JGRO JPMorgan Active Growth ETF | Reduce -72.1% | 0.58% | −1.60 |
| TCAF T Rowe PRC Cap Appreciation | Sold out | 0.00% | −1.32 |
| OMAH Vistashares TRG 15 Berkshire | Reduce -68.9% | 0.32% | −0.70 |
| JPEF JPMorgan Equity Focus ETF | Reduce -23.4% | 1.94% | −0.59 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -0.7% | 1.81% | −0.44 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 4.24% | −0.34 |
| APLU Allspring Core Plus ETF | Reduce -23.6% | 1.21% | −0.33 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -4.7% | 0.94% | −0.28 |
| UCON First Trust Smith Unconstrai | Reduce -60.0% | 0.19% | −0.27 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.21 |
| AAPL Apple Inc. | Reduce -1.7% | 4.48% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 1.58% | −0.19 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 2.18% | −0.17 |
| V Visa Inc. Class A | Reduce -0.1% | 1.30% | −0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 1.74% | −0.14 |
| JSCP JPMorgan Short Duration Core | Reduce -87.0% | 0.02% | −0.11 |
| FDN First Trust DJ Internet Ind | Reduce -4.2% | 0.71% | −0.11 |
| XLF SS Financial Select Sector | Reduce -62.1% | 0.06% | −0.10 |
| FDIS Fidelity MSCI Cons Discr Ind | Sold out | 0.00% | −0.10 |
| VRIG Invesco Variable Rate Invest | Reduce -22.5% | 0.42% | −0.10 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -85.3% | 0.01% | −0.08 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -83.6% | 0.02% | −0.08 |
| AVGO Broadcom Inc. | Reduce -16.2% | 0.24% | −0.07 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.05 |
| SAMT Strategas Macro Them Opps | Reduce -7.7% | 2.57% | −0.05 |
| GLDM SPDR Gold Minishares Trust | Reduce -19.4% | 0.49% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -15.9% | 0.11% | −0.04 |
| RDDT Reddit Inc. Class A | Reduce -1.0% | 0.06% | −0.04 |
| ORCL Oracle Corp. | Reduce -6.4% | 0.10% | −0.04 |
| PSLV Sprott Physical Silver Trust | Reduce -23.5% | 0.17% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.30% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -4.7% | 0.32% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -1.5% | 0.11% | −0.03 |
| AXP American Express Co. | Reduce -1.0% | 0.17% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 1.87% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -11.8% | 0.11% | −0.03 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Reduce -2.1% | 0.24% | −0.03 |
| INTU Intuit Inc. | Reduce -43.8% | 0.01% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -2.6% | 0.08% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -1.4% | 0.53% | −0.02 |
| DIS The Walt Disney Co. | Reduce -9.2% | 0.08% | −0.02 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.02 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.02 |
| U Unity Software Inc. | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.5% | 0.13% | −0.02 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | Add +34.8% | 4.48% | +1.30 |
| CTA Simplify Managed Futures St | New | 1.04% | +1.04 |
| GCOW Pacer Global Cash Cows Divid | New | 0.61% | +0.61 |
| TAIL Cambria Tail Risk ETF | New | 0.57% | +0.57 |
| RAAX Vaneck Real Assets ETF | Add +87.8% | 1.02% | +0.57 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | Add +1113.4% | 0.57% | +0.53 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.51% | +0.51 |
| AIS Vistashares Ais ETF | Add +71.7% | 1.01% | +0.50 |
| SCIO FT Struct Credit Inc. Opp ETF | New | 0.50% | +0.50 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +24.0% | 1.77% | +0.41 |
| CRM Salesforce Inc. | Add +1905.6% | 0.41% | +0.38 |
| FTRB Fed Hermes TTL RTRN BND | Add +191.0% | 0.47% | +0.32 |
| ABT Abbott Laboratories | Add +193.8% | 0.49% | +0.29 |
| HAP Vaneck Natural Resources ETF | Add +44.0% | 0.65% | +0.29 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +13.8% | 1.18% | +0.25 |
| LDRT iShares Ibond 1-5 Trea Lad | New | 0.24% | +0.24 |
| IJT iShares S&P Small-Cap 600 GR | Add +1.2% | 2.48% | +0.19 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 2.62% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +13.4% | 1.44% | +0.16 |
| FSTA Fidelity MSCI Cons Stap Indx | Add +652.4% | 0.13% | +0.12 |
| HDV iShares Core High Dividend E | Add +0.1% | 0.70% | +0.10 |
| CLOI Vaneck Clo ETF | Add +8.5% | 0.81% | +0.09 |
| EMBX Vaneck Em Bond ETF | Add +6.8% | 0.98% | +0.09 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.08% | +0.08 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.08% | +0.08 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.08% | +0.08 |
| FFGX Fidelity Fndmntl GLBL Ex-US | Add +0.8% | 1.46% | +0.07 |
| COST Costco Wholesale Corp. | Add +7.4% | 0.23% | +0.05 |
| DKS Dick's Sporting Goods Inc. | Add +0.4% | 1.08% | +0.05 |
| BTC Grayscale Bitcoin Mini ETF | Add +48.4% | 0.30% | +0.05 |
| NEE Nextera Energy Inc. | Add +4.9% | 0.24% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.7% | 0.46% | +0.04 |
| DE Deere & Co. | Add +0.3% | 0.18% | +0.04 |
| SIOO Vistashrs TGT 15 S&P DST ETF | New | 0.04% | +0.04 |
| RDVI FT Vest Rising Dividend Achi | Add +1.9% | 0.89% | +0.03 |
| FUTY Fidelity MSCI US Utilities | Add +2.2% | 0.22% | +0.03 |
| POW Vistasha Eletrican SC ETF | Add +93.5% | 0.04% | +0.03 |
| FMAT Fidelity MSCI Materials Indx | Add +11.6% | 0.12% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +12.9% | 0.18% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +48.5% | 0.10% | +0.02 |
| CIEN Ciena Corp. | Add +22.5% | 0.04% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.3% | 0.12% | +0.02 |
| LMT Lockheed Martin Corp. | Add +11.6% | 0.07% | +0.02 |
| STZ Constellation Brands Inc. Class A | New | 0.02% | +0.02 |
| FREL Fidelity MSCI RL Est Indx | Add +14.4% | 0.11% | +0.02 |
| MAR Marriott International Class A | New | 0.02% | +0.02 |
| VZ Verizon Communications Inc. | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +1.0% | 0.13% | +0.02 |
| XLE SS Energy Select Sector | Add +34.4% | 0.03% | +0.02 |
| SIL Global X Silver Miners ETF | New | 0.02% | +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 |