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 |
|---|---|---|---|---|---|
| 201 | ARWRARROWHEAD PHARMACEUTICALS INC COM | 10,388 | $689K | 0.05% | |
| 202 | LMTLOCKHEED MARTIN CORP COM | 1,401 | $677K | 0.04% | |
| 203 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 16,175 | $664K | 0.04% | |
| 204 | ASMLASML HOLDING N V N Y REGISTRY SHS | 616 | $658K | 0.04% | |
| 205 | INTCINTEL CORP COM | 17,652 | $651K | 0.04% | |
| 206 | SPLVINVESCO S&P 500 LOW VOLATILITY ETF | 9,032 | $645K | 0.04% | |
| 207 | SDYSTATE STREET SPDR S&P DIVIDEND ETF | 4,562 | $634K | 0.04% | |
| 208 | JBNDJPMORGAN ACTIVE BOND ETF | 11,724 | $633K | 0.04% | |
| 209 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 3,678 | $617K | 0.04% | |
| 210 | QLTAISHARES AAA-A RATED CORPORATE BOND ETF | 12,842 | $617K | 0.04% | |
| 211 | AMLPALERIAN MLP ETF | 13,063 | $614K | 0.04% | |
| 212 | EIS*ISHARES MSCI ISRAEL ETF | 5,550 | $610K | 0.04% | |
| 213 | CHKPCHECK POINT SOFTWARE TECH LTD ORD | 3,179 | $589K | 0.04% | |
| 214 | INTUINTUIT COM | 874 | $578K | 0.04% | |
| 215 | MSIMOTOROLA SOLUTIONS INC COM NEW | 1,503 | $576K | 0.04% | |
| 216 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 5,385 | $574K | 0.04% | |
| 217 | GSGOLDMAN SACHS GROUP INC COM | 635 | $558K | 0.04% | |
| 218 | IUSVISHARES CORE S&P US VALUE ETF | 5,385 | $552K | 0.04% | |
| 219 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 2,506 | $550K | 0.04% | |
| 220 | SGDMSPROTT GOLD MINERS ETF | 7,913 | $550K | 0.04% | |
| 221 | SCHASCHWAB U.S. SMALL-CAP ETF | 19,243 | $548K | 0.04% | |
| 222 | IVWISHARES S&P 500 GROWTH ETF | 4,452 | $548K | 0.04% | |
| 223 | IJJISHARES S&P MID-CAP 400 VALUE ETF | 4,080 | $536K | 0.04% | |
| 224 | CLIPGLOBAL X 1-3 MONTH T-BILL ETF | 5,300 | $530K | 0.03% | |
| 225 | PLTRPALANTIR TECHNOLOGIES INC CL A | 2,965 | $527K | 0.03% | |
| 226 | CEGCONSTELLATION ENERGY CORP COM | 1,492 | $527K | 0.03% | |
| 227 | CMCSACOMCAST CORP NEW CL A | 17,649 | $527K | 0.03% | |
| 228 | XBISTATE STREET SPDR S&P BIOTECH ETF | 4,327 | $527K | 0.03% | |
| 229 | SEICSEI INVTS CO COM | 6,292 | $516K | 0.03% | |
| 230 | AMTAMERICAN TOWER CORP NEW COM | 2,845 | $499K | 0.03% | |
| 231 | IWBISHARES RUSSELL 1000 ETF | 1,332 | $497K | 0.03% | |
| 232 | EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 13,127 | $497K | 0.03% | |
| 233 | NFLXNETFLIX INC COM | 5,298 | $496K | 0.03% | |
| 234 | CHDCHURCH & DWIGHT CO INC COM | 5,884 | $493K | 0.03% | |
| 235 | BMYBRISTOL-MYERS SQUIBB CO COM | 9,093 | $490K | 0.03% | |
| 236 | PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF | 27,413 | $484K | 0.03% | |
| 237 | GEVGE VERNOVA INC COM | 730 | $477K | 0.03% | |
| 238 | EZUISHARES MSCI EUROZONE ETF | 7,372 | $472K | 0.03% | |
| 239 | TRVCCITIGROUP INC COM NEW | 3,942 | $460K | 0.03% | |
| 240 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 2,312 | $459K | 0.03% | |
| 241 | BXBLACKSTONE INC COM | 2,951 | $454K | 0.03% | |
| 242 | QQQMINVESCO NASDAQ 100 ETF | 1,772 | $448K | 0.03% | |
| 243 | RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF | 12,425 | $448K | 0.03% | |
| 244 | MUMICRON TECHNOLOGY INC COM | 1,563 | $446K | 0.03% | |
| 245 | ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | 2,070 | $444K | 0.03% | |
| 246 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 6,499 | $436K | 0.03% | |
| 247 | IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5,260 | $433K | 0.03% | |
| 248 | ETHGRAYSCALE ETHEREUM MINI TRUST ETF | 15,456 | $433K | 0.03% | |
| 249 | AQLTISHARES CORE MSCI EAFE ETF | 4,807 | $429K | 0.03% | |
| 250 | CRMSALESFORCE INC COM | 1,598 | $423K | 0.03% | |
| 251 | ETNEATON CORP PLC SHS | 1,329 | $423K | 0.03% | |
| 252 | LINLINDE PLC SHS | 986 | $420K | 0.03% | |
| 253 | AFLAFLAC INC COM | 3,804 | $419K | 0.03% | |
| 254 | VICRVICOR CORP COM | 3,787 | $415K | 0.03% | |
| 255 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 5,500 | $414K | 0.03% | |
| 256 | SHELSHELL PLC SPON ADS | 5,620 | $412K | 0.03% | |
| 257 | VOEVANGUARD MID-CAP VALUE ETF | 2,312 | $410K | 0.03% | |
| 258 | SIVRABRDN PHYSICAL SILVER SHARES ETF | 6,000 | $405K | 0.03% | |
| 259 | XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3,290 | $392K | 0.03% | |
| 260 | TRVTRAVELERS COMPANIES INC COM | 1,350 | $391K | 0.03% | |
| 261 | JNKSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 4,030 | $391K | 0.03% | |
| 262 | RIOTRIOT PLATFORMS INC COM | 30,824 | $390K | 0.03% | |
| 263 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1,285 | $390K | 0.03% | |
| 264 | SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 4,710 | $388K | 0.03% | |
| 265 | EWJISHARES MSCI JAPAN ETF | 4,793 | $386K | 0.03% | |
| 266 | URTHISHARES MSCI WORLD ETF | 2,070 | $384K | 0.03% | |
| 267 | ANETARISTA NETWORKS INC COM SHS | 2,899 | $379K | 0.02% | |
| 268 | TAT&T INC COM | 15,172 | $376K | 0.02% | |
| 269 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 1,946 | $372K | 0.02% | |
| 270 | BSXBOSTON SCIENTIFIC CORP COM | 3,901 | $371K | 0.02% | |
| 271 | SBUXSTARBUCKS CORP COM | 4,406 | $371K | 0.02% | |
| 272 | ISRGINTUITIVE SURGICAL INC COM NEW | 650 | $368K | 0.02% | |
| 273 | DWDMORGAN STANLEY COM NEW | 2,050 | $363K | 0.02% | |
| 274 | TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 8,858 | $356K | 0.02% | |
| 275 | HODLVANECK BITCOIN ETF | 14,308 | $353K | 0.02% | |
| 276 | CCOCAMECO CORP COM | 3,848 | $352K | 0.02% | |
| 277 | SKYYFIRST TRUST CLOUD COMPUTING ETF | 2,701 | $351K | 0.02% | |
| 278 | MCKMCKESSON CORP COM | 424 | $347K | 0.02% | |
| 279 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 3,683 | $346K | 0.02% | |
| 280 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 4,113 | $344K | 0.02% | |
| 281 | ALSALLSTATE CORP COM | 1,649 | $343K | 0.02% | |
| 282 | WFCWELLS FARGO CO NEW COM | 3,630 | $338K | 0.02% | |
| 283 | NSCNORFOLK SOUTHN CORP COM | 1,160 | $334K | 0.02% | |
| 284 | SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF | 5,166 | $329K | 0.02% | |
| 285 | NOCNORTHROP GRUMMAN CORP COM | 576 | $328K | 0.02% | |
| 286 | IVEISHARES S&P 500 VALUE ETF | 1,494 | $316K | 0.02% | |
| 287 | BABOEING CO COM | 1,442 | $312K | 0.02% | |
| 288 | MMM3M CO COM | 1,945 | $311K | 0.02% | |
| 289 | QTUMDEFIANCE QUANTUM ETF | 2,845 | $311K | 0.02% | |
| 290 | EMREMERSON ELEC CO COM | 2,347 | $311K | 0.02% | |
| 291 | BLKBLACKROCK INC COM | 289 | $309K | 0.02% | |
| 292 | FQALFQAL | 4,054 | $306K | 0.02% | |
| 293 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 3,048 | $304K | 0.02% | |
| 294 | AMATAPPLIED MATLS INC COM | 1,176 | $302K | 0.02% | |
| 295 | CIENCIENA CORP COM NEW | 1,291 | $301K | 0.02% | |
| 296 | XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF | 7,035 | $300K | 0.02% | |
| 297 | JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 6,180 | $300K | 0.02% | |
| 298 | PSTGPURE STORAGE INC CL A | 4,422 | $296K | 0.02% | |
| 299 | SCHWSCHWAB CHARLES CORP COM | 2,936 | $293K | 0.02% | |
| 300 | COKECOCA COLA CONS INC COM | 1,910 | $292K | 0.02% |