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CIK: 0001957394
Total reported value
$1.6B
$1.6B
371 檔
19.3%
According to the latest 13F quarterly dataset, Beaumont Financial Advisors, LLC managed an equity portfolio of $1.6B at the end of Q4 2025, spanning 371 distinct U.S. exchange-listed positions.
In Q4 2025, Beaumont Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 371 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.68% | +0.22% | -3.81% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.59% | +0.59% | -4.98% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.10% | +0.12% | -0.19% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.14% | -11.37% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.18% | -2.63% | +1074.70% | |
| 6 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.62% | -0.09% | -18.04% | |
| 7 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 2.52% | -0.48% | -1.31% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.20% | -1.50% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.44% | +0.28% | -0.74% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | +0.12% | -3.94% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.29% | +0.36% | +4.58% | |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 2.25% | -0.34% | -3.33% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.22% | — | -0.57% | |
| 14 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.18% | +0.04% | +0.21% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.06% | -1.30% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.87% | +0.14% | -0.98% | |
| 17 | CEF | Sprott Physical Gold And Sil | Stock-Other | 1.77% | -0.41% | +0.35% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.14% | +11.11% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.13% | -5.59% | |
| 20 | APLU | Allspring Core Plus ETF | ETF-Other | 1.53% | -0.07% | -2.71% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.50% | -0.31% | -0.01% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | +0.04% | -1.30% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.42% | -1.37% | -2.45% | |
| 24 | FFGX | Fidelity Fndmntl Glbl Ex-us | ETF-Other | 1.38% | +0.53% | +0.24% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.37% | -0.44% | +18.08% | |
| 26 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.32% | — | -0.54% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.23% | -0.68% | |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.22% | -0.22% | -1.06% | |
| 29 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.03% | +0.04% | -4.68% | |
| 30 | OMAH | Vistashares Trg 15 Berkshire | ETF-Other | 1.01% | -0.02% | +6.16% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.20% | -4.28% | |
| 32 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.93% | +0.25% | +2.73% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.91% | +0.01% | +1.12% | |
| 34 | EMBX | Vaneck Em Bond ETF | ETF-Other | 0.89% | +0.08% | — | |
| 35 | WCMI | Ft Wcm International ETF | ETF-Other | 0.86% | +0.55% | +0.22% | |
| 36 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.86% | +0.06% | +0.93% | |
| 37 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.82% | +0.02% | -1.24% | |
| 38 | CLOI | Vaneck Clo ETF | ETF-Other | 0.72% | +0.05% | -0.93% | |
| 39 | HDV | Ishares Core High Dividend E | ETF-Other | 0.60% | -0.05% | -4.47% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.07% | +2.01% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.56% | -0.02% | -2.04% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.54% | -0.49% | EXIT | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.53% | -0.04% | -6.54% | |
| 44 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.52% | +0.01% | -2.41% | |
| 45 | AIS | Vistashares Ais ETF | ETF-Other | 0.51% | +0.73% | +0.23% | |
| 46 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.46% | -0.01% | -1.75% | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.46% | -0.02% | +0.19% | |
| 48 | RAAX | Vaneck Real Assets ETF | ETF-Other | 0.45% | -0.13% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | -0.03% | +1.24% | |
| 50 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.40% | -0.09% | +7.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.9% | +1074.70% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -4.98% | Trim |
| 3 | CEF | Sprott Physical Gold And Sil | +0.3% | +0.35% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +18.08% | Add |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +2.73% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +2.01% | Add |
| 7 | PSLV | Sprott Physical Silver Trust | +0.1% | +24.02% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | -1.88% | Trim |
| 9 | AAPL | Apple Inc | +0.1% | -3.81% | Trim |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +4.58% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | -5.59% | Trim |
| 12 | PHYS | Sprott Physical Gold Trust | +0.1% | +7.77% | Add |
| 13 | G | Genpact Limited | +0.1% | +19.56% | Add |
| 14 | GLDM | Spdr Gold Minishares Trust | +0.1% | +0.00% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | -0.28% | Trim |
| 16 | JPST | Jpmorgan Ultra-short Income | 0% | +94.42% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | 0% | -0.19% | Trim |
| 18 | ABBV | Abbvie Inc | -0.1% | -25.48% | Trim |
| 19 | FDN | First Trust Dj Internet Ind | -0.1% | -1.24% | Trim |
| 20 | TRV | Travelers Cos Inc/the | -0.1% | -72.55% | Trim |
| 21 | BLK | Blackrock Inc | -0.1% | -73.29% | Trim |
| 22 | ORCL | Oracle CORP | -0.1% | -1.75% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | -17.29% | Trim |
| 24 | APLU | Allspring Core Plus ETF | -0.1% | -2.71% | Trim |
| 25 | LOW | Lowe's Cos Inc | -0.1% | -2.45% | Trim |
| 26 | CVX | Chevron CORP | -0.1% | -32.40% | Trim |
| 27 | HD | Home Depot Inc | -0.1% | -37.59% | Trim |
| 28 | COST | Costco Wholesale CORP | -0.1% | -38.17% | Trim |
| 29 | BTC | Grayscale Bitcoin Mini ETF | -0.2% | -19.04% | Trim |
| 30 | DKS | Dick's Sporting Goods Inc | -0.2% | -4.68% | Trim |
| 31 | PGR | Progressive CORP | -0.3% | -72.25% | Trim |
| 32 | BP | Bp Plc-spons Adr | -0.4% | -65.45% | Trim |
| 33 | AVGO | Broadcom Inc | -0.4% | -56.93% | Trim |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | -0.4% | -1.06% | Trim |
| 35 | SAMT | Strategas Macro Them Opps | -0.5% | -18.04% | Trim |
| 36 | MSFT | Microsoft CORP | -0.8% | -11.37% | Trim |
| 37 | FBTC | Fidelity Wise Origin Bitcoin | -0.8% | -3.33% | Trim |
| 38 | EMBX | Vaneck Em Bond ETF | — | NEW | New buy |
| 39 | RAAX | Vaneck Real Assets ETF | — | NEW | New buy |
| 40 | HAP | Vaneck Natural Resources ETF | — | NEW | New buy |
| 41 | GPZ | Vaneck Alt Asset Manager ETF | — | EXIT | Sold out |
| 42 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 43 | NLR | Vaneck Urani & Nuclr Etf-usd | — | NEW | New buy |
| 44 | NXPI | NXP Semiconductors N.V. | — | EXIT | Sold out |
| 45 | SDS | ProShares UltraShort S&P500 | — | EXIT | Sold out |
| 46 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 47 | EW | Edwards Lifesciences CORP | — | EXIT | Sold out |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | — | EXIT | Sold out |
| 49 | RSG | Republic Services Inc | — | EXIT | Sold out |
| 50 | BR | Broadridge Financial Solutio | — | EXIT | Sold out |
According to official SEC Form 13F filings, Beaumont Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 371 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, IVV) accounted for 19.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
EMBX
市值: $13.6M
Top Position Liquidated / Trimmed
GPZ
前期市值: $5.3M
During Q4 2025, Beaumont Financial Advisors, LLC's top holdings by market value included AAPL (4.7%)、GOOGL (4.6%)、IVV (4.1%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q4 2025, Beaumont Financial Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 26 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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