Beaumont Financial Advisors, LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$1.5B
Holdings
371
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (371 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 24,681 | $1.9M | 0.13% | |
| 102 | ABBVABBVIE INC COM | 8,261 | $1.9M | 0.12% | |
| 103 | JSCPJPMORGAN SHORT DURATION CORE PLUS ETF | 39,673 | $1.9M | 0.12% | |
| 104 | FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | 24,685 | $1.8M | 0.12% | |
| 105 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 36,254 | $1.8M | 0.12% | |
| 106 | SCHMSCHWAB U.S. MID-CAP ETF | 60,022 | $1.8M | 0.12% | |
| 107 | TSLATESLA INC COM | 3,981 | $1.8M | 0.12% | |
| 108 | KOCOCA COLA CO COM | 25,166 | $1.8M | 0.12% | |
| 109 | FENYFIDELITY MSCI ENERGY INDEX ETF | 69,723 | $1.7M | 0.11% | |
| 110 | EBCEASTERN BANKSHARES INC COM | 92,605 | $1.7M | 0.11% | |
| 111 | RTXRTX CORPORATION COM | 8,761 | $1.6M | 0.11% | |
| 112 | DISDISNEY WALT CO COM | 14,025 | $1.6M | 0.11% | |
| 113 | RDDTREDDIT INC CL A | 6,888 | $1.6M | 0.10% | |
| 114 | MRKMERCK & CO INC COM | 15,048 | $1.6M | 0.10% | |
| 115 | IBITISHARES BITCOIN TRUST ETF | 31,646 | $1.6M | 0.10% | |
| 116 | OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF | 27,173 | $1.6M | 0.10% | |
| 117 | MUBISHARES NATIONAL MUNI BOND ETF | 14,551 | $1.6M | 0.10% | |
| 118 | FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 15,115 | $1.5M | 0.10% | |
| 119 | AMDADVANCED MICRO DEVICES INC COM | 7,195 | $1.5M | 0.10% | |
| 120 | FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 20,655 | $1.5M | 0.10% | |
| 121 | XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 9,739 | $1.5M | 0.10% | |
| 122 | JMUBJPMORGAN MUNICIPAL ETF | 29,816 | $1.5M | 0.10% | |
| 123 | FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF | 18,054 | $1.5M | 0.10% | |
| 124 | NLRVANECK URANIUM AND NUCLEAR ETF | 11,985 | $1.5M | 0.10% | |
| 125 | FMATFIDELITY MSCI MATERIALS INDEX ETF | 27,745 | $1.5M | 0.10% | |
| 126 | BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 74,501 | $1.5M | 0.10% | |
| 127 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 18,206 | $1.5M | 0.10% | |
| 128 | BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 74,126 | $1.5M | 0.10% | |
| 129 | FRELFIDELITY MSCI REAL ESTATE INDEX ETF | 53,301 | $1.4M | 0.09% | |
| 130 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 2,361 | $1.4M | 0.09% | |
| 131 | IBBISHARES BIOTECHNOLOGY ETF | 8,307 | $1.4M | 0.09% | |
| 132 | AMGNAMGEN INC COM | 4,260 | $1.4M | 0.09% | |
| 133 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 2,817 | $1.4M | 0.09% | |
| 134 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 9,381 | $1.4M | 0.09% | |
| 135 | IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 52,574 | $1.3M | 0.09% | |
| 136 | SYKSTRYKER CORPORATION COM | 3,789 | $1.3M | 0.09% | |
| 137 | CRSCARPENTER TECHNOLOGY CORP COM | 4,193 | $1.3M | 0.09% | |
| 138 | GBUGSPROTT ACTIVE GOLD & SILVER MINERS ETF | 30,038 | $1.3M | 0.09% | |
| 139 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 22,296 | $1.3M | 0.09% | |
| 140 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 25,874 | $1.3M | 0.09% | |
| 141 | PGRPROGRESSIVE CORP COM | 5,698 | $1.3M | 0.09% | |
| 142 | ITMVANECK INTERMEDIATE MUNI ETF | 27,214 | $1.3M | 0.08% | |
| 143 | VNQVANGUARD REAL ESTATE ETF | 14,436 | $1.3M | 0.08% | |
| 144 | XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 32,685 | $1.3M | 0.08% | |
| 145 | HONHONEYWELL INTL INC COM | 6,482 | $1.3M | 0.08% | |
| 146 | DBNDDOUBLELINE OPPORTUNISTIC CORE BOND ETF | 26,394 | $1.2M | 0.08% | |
| 147 | EFAISHARES MSCI EAFE ETF | 12,512 | $1.2M | 0.08% | |
| 148 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 19,189 | $1.2M | 0.08% | |
| 149 | TMOTHERMO FISHER SCIENTIFIC INC COM | 2,065 | $1.2M | 0.08% | |
| 150 | KKRKKR & CO INC COM | 9,365 | $1.2M | 0.08% | |
| 151 | DELLDELL TECHNOLOGIES INC CL C | 9,367 | $1.2M | 0.08% | |
| 152 | SMOTVANECK MORNINGSTAR SMID MOAT ETF | 31,866 | $1.2M | 0.08% | |
| 153 | GQ9SPDR GOLD SHARES | 2,902 | $1.1M | 0.08% | |
| 154 | JAVAJPMORGAN ACTIVE VALUE ETF | 15,908 | $1.1M | 0.08% | |
| 155 | XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 7,209 | $1.1M | 0.07% | |
| 156 | CATCATERPILLAR INC COM | 1,934 | $1.1M | 0.07% | |
| 157 | ADPAUTOMATIC DATA PROCESSING INC COM | 4,279 | $1.1M | 0.07% | |
| 158 | XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 9,257 | $1.1M | 0.07% | |
| 159 | IWDISHARES RUSSELL 1000 VALUE ETF | 4,971 | $1.0M | 0.07% | |
| 160 | VONGVANGUARD RUSSELL 1000 GROWTH ETF | 8,488 | $1.0M | 0.07% | |
| 161 | SLVISHARES SILVER TRUST | 15,962 | $1.0M | 0.07% | |
| 162 | DHRDANAHER CORPORATION COM | 4,466 | $1.0M | 0.07% | |
| 163 | MGCVANGUARD MEGA CAP ETF | 4,057 | $1.0M | 0.07% | |
| 164 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 6,602 | $947K | 0.06% | |
| 165 | FLQMFRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | 16,673 | $938K | 0.06% | |
| 166 | SPGIS&P GLOBAL INC COM | 1,780 | $930K | 0.06% | |
| 167 | SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | 31,302 | $926K | 0.06% | |
| 168 | TXNTEXAS INSTRS INC COM | 5,278 | $915K | 0.06% | |
| 169 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 33,108 | $908K | 0.06% | |
| 170 | PHPARKER-HANNIFIN CORP COM | 958 | $841K | 0.06% | |
| 171 | CSCOCISCO SYS INC COM | 10,918 | $840K | 0.06% | |
| 172 | VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 11,398 | $838K | 0.06% | |
| 173 | RVMDREVOLUTION MEDICINES INC COM | 10,520 | $837K | 0.06% | |
| 174 | FASTFASTENAL CO COM | 20,344 | $816K | 0.05% | |
| 175 | GEGE AEROSPACE COM NEW | 2,644 | $814K | 0.05% | |
| 176 | EXPDEXPEDITORS INTL WASH INC COM | 5,451 | $812K | 0.05% | |
| 177 | BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 16,769 | $801K | 0.05% | |
| 178 | ROPROPER TECHNOLOGIES INC COM | 1,784 | $794K | 0.05% | |
| 179 | IWRISHARES RUSSELL MIDCAP ETF | 8,166 | $786K | 0.05% | |
| 180 | UNPUNION PAC CORP COM | 3,394 | $785K | 0.05% | |
| 181 | VXFVANGUARD EXTENDED MARKET ETF | 3,749 | $783K | 0.05% | |
| 182 | ACNACCENTURE PLC IRELAND SHS CLASS A | 2,900 | $778K | 0.05% | |
| 183 | ITWILLINOIS TOOL WKS INC COM | 3,158 | $777K | 0.05% | |
| 184 | JPIEJPMORGAN INCOME ETF | 16,779 | $776K | 0.05% | |
| 185 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 14,592 | $771K | 0.05% | |
| 186 | MGKVANGUARD MEGA CAP GROWTH ETF | 1,839 | $759K | 0.05% | |
| 187 | SOSOUTHERN CO COM | 8,685 | $757K | 0.05% | |
| 188 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 1 | $754K | 0.05% | |
| 189 | SOXXISHARES SEMICONDUCTOR ETF | 2,474 | $745K | 0.05% | |
| 190 | FDXFEDEX CORP COM | 2,551 | $736K | 0.05% | |
| 191 | ICEINTERCONTINENTAL EXCHANGE INC COM | 4,474 | $724K | 0.05% | |
| 192 | UNHUNITEDHEALTH GROUP INC COM | 2,175 | $717K | 0.05% | |
| 193 | NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 6,860 | $713K | 0.05% | |
| 194 | KMBKIMBERLY-CLARK CORP COM | 7,004 | $706K | 0.05% | |
| 195 | ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | 7,723 | $705K | 0.05% | |
| 196 | SHWSHERWIN WILLIAMS CO COM | 2,148 | $696K | 0.05% | |
| 197 | PRIVSPDR SSGA IG PUBLIC & PRIVATE CREDIT ETF | 27,270 | $693K | 0.05% | |
| 198 | WMWASTE MGMT INC DEL COM | 3,153 | $692K | 0.05% | |
| 199 | APHAMPHENOL CORP NEW CL A | 5,113 | $690K | 0.05% | |
| 200 | BCSFBAIN CAP SPECIALTY FIN INC COM STK | 49,588 | $689K | 0.05% |