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CIK: 0001957394
Total reported value
$1.6B
$1.6B
383 檔
19.2%
During the Q2 2026 filing period, Beaumont Financial Advisors, LLC (CIK: 0001957394) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 383 reported positions.
Beaumont Financial Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 36 new positions while fully exiting 22 holdings and trimming 78 positions.
Showing top 200 holdings (of 383 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.83% | -0.31% | -1.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.70% | +0.58% | -0.68% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.20% | -0.02% | -3.14% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.90% | -0.22% | +4.45% | |
| 5 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.84% | -0.32% | +0.16% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | +0.35% | +1.72% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | +0.93% | +1.76% | |
| 8 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.48% | -0.27% | -14.21% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.06% | -0.75% | |
| 10 | FFGX | Fidelity Fndmntl Glbl Ex-us | ETF-Other | 1.99% | -1.08% | +29.06% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.88% | +0.06% | +493.77% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.85% | -0.12% | -55.33% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.05% | +0.24% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.80% | +0.04% | -3.39% | |
| 15 | AIS | Vistashares Ais ETF | ETF-Other | 1.74% | -0.55% | -8.82% | |
| 16 | LDRT | Ishares Ibond 1-5 Trea Lad | ETF-Other | 1.71% | +0.31% | +658.68% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | +0.01% | +9.04% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.47% | +0.61% | +1.73% | |
| 19 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.46% | -1.26% | -27.43% | |
| 20 | CEF | Sprott Physical Gold And Sil | Stock-Other | 1.44% | +0.03% | -0.20% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | +0.38% | +0.38% | |
| 22 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.43% | -0.13% | -1.68% | |
| 23 | WCMI | Ft Wcm International ETF | ETF-Other | 1.43% | -0.56% | +49.47% | |
| 24 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 1.39% | +0.02% | — | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | +0.03% | -1.80% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.33% | -0.10% | -18.87% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.26% | -0.20% | -0.07% | |
| 28 | APLU | Allspring Core Plus ETF | ETF-Other | 1.14% | -0.61% | +2.54% | |
| 29 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.12% | -0.47% | -1.75% | |
| 30 | EMBX | Vaneck Em Bond ETF | ETF-Other | 1.06% | -0.06% | +13.09% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.97% | -0.03% | +1.30% | |
| 32 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.95% | -0.09% | +0.28% | |
| 33 | RAAX | Vaneck Real Assets ETF | ETF-Other | 0.89% | -0.03% | -2.80% | |
| 34 | CLOI | Vaneck Clo ETF | ETF-Other | 0.86% | +0.01% | +13.85% | |
| 35 | POW | Vistasha Eletrican Sc ETF | ETF-Other | 0.84% | -0.71% | +1499.74% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.09% | -0.53% | |
| 37 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.75% | -0.01% | — | |
| 38 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.73% | +0.04% | -1.68% | |
| 39 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.72% | +0.27% | -3.53% | |
| 40 | AIRR | First Trust Rba American Ind | ETF-Other | 0.69% | -0.69% | EXIT | |
| 41 | HDV | Ishares Core High Dividend E | ETF-Other | 0.65% | +0.01% | +397.40% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | -0.03% | -2.50% | |
| 43 | PRIV | Ss Ig Publ Priv Cred Etf-usd | ETF-Other | 0.62% | -0.61% | +17.59% | |
| 44 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.62% | -0.01% | -1.23% | |
| 45 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-Other | 0.56% | -0.05% | +21.70% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.55% | -0.01% | -1.44% | |
| 47 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 0.52% | -0.52% | EXIT | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.51% | -0.18% | -3.17% | |
| 49 | AEP | American Electric Power | Stock-Utilities | 0.51% | -0.07% | -0.18% | |
| 50 | GMOI | Gmo International Value ETF | ETF-Other | 0.48% | +0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LDRT | Ishares Ibond 1-5 Trea Lad | +1.5% | +658.68% | Add |
| 2 | FFLC | Fidelity Fndmntl L/c Cor ETF | +1.4% | NEW | New buy |
| 3 | POW | Vistasha Eletrican Sc ETF | +0.8% | +1499.74% | Add |
| 4 | XNTK | Ss Spdr Nyse Tech ETF | +0.8% | NEW | New buy |
| 5 | AIS | Vistashares Ais ETF | +0.7% | -8.82% | Trim |
| 6 | AIRR | First Trust Rba American Ind | +0.7% | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.18% | Trim |
| 8 | WCMI | Ft Wcm International ETF | +0.6% | +49.47% | Add |
| 9 | FFGX | Fidelity Fndmntl Glbl Ex-us | +0.5% | +29.06% | Add |
| 10 | GMOI | Gmo International Value ETF | +0.5% | NEW | New buy |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | +0.4% | +0.16% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +4.45% | Add |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | -1.68% | Trim |
| 14 | VOO | Vanguard S&p 500 ETF | +0.2% | +9.04% | Add |
| 15 | AAPL | Apple Inc | +0.2% | -0.68% | Trim |
| 16 | LRCX | Lam Research CORP | +0.2% | +0.47% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | +1.72% | Add |
| 18 | BOBS | Bob's Discount Furniture | +0.2% | NEW | New buy |
| 19 | AMD | Advanced Micro Devices | +0.2% | +0.94% | Add |
| 20 | JPIE | Jpmorgan Income ETF | +0.2% | +297.85% | Add |
| 21 | ✓ | +0.2% | NEW | New buy | |
| 22 | VUG | Vanguard Growth ETF | +0.1% | +493.77% | Add |
| 23 | DELL | Dell Technologies -c | +0.1% | +0.06% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | -3.14% | Trim |
| 25 | AMZN | Amazon.com Inc | +0.1% | -0.75% | Trim |
| 26 | MU | Micron Technology Inc | +0.1% | +25.44% | Add |
| 27 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | NEW | New buy |
| 28 | SMH | Vaneck Semiconductor ETF | +0.1% | -0.98% | Trim |
| 29 | FNCL | Fidelity Msci Financial Indx | +0.1% | NEW | New buy |
| 30 | INTC | Intel CORP | +0.1% | -4.78% | Trim |
| 31 | EMBX | Vaneck Em Bond ETF | +0.1% | +13.09% | Add |
| 32 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.1% | NEW | New buy |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | -2.50% | Trim |
| 34 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +0.28% | Add |
| 35 | SCIO | Ft Struct Credit Inc Opp ETF | +0.1% | +21.70% | Add |
| 36 | LLY | Eli Lilly & Co | +0.1% | +1.69% | Add |
| 37 | CLOI | Vaneck Clo ETF | +0.1% | +13.85% | Add |
| 38 | PRIV | Ss Ig Publ Priv Cred Etf-usd | +0.1% | +17.59% | Add |
| 39 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.1% | +19.07% | Add |
| 40 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -8.81% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.57% | Add |
| 42 | ALAB | Astera Labs Inc | +0.1% | NEW | New buy |
| 43 | VICR | Vicor CORP | +0.1% | +0.53% | Add |
| 44 | PBDC | Putnam Bdc Income ETF | +0.1% | NEW | New buy |
| 45 | V | Visa Inc-class A Shares | 0% | -1.80% | Trim |
| 46 | DKS | Dick's Sporting Goods Inc | 0% | -1.75% | Trim |
| 47 | JGRO | Jpmorgan Active Growth ETF | 0% | -1.23% | Trim |
| 48 | QQQ | Invesco Qqq Trust Series 1 | 0% | +16.28% | Add |
| 49 | AVGO | Broadcom Inc | 0% | +1.90% | Add |
| 50 | SIOO | Vistashrs Tgt 15 S&p Dst ETF | 0% | +129.68% | Add |
According to official SEC Form 13F filings, Beaumont Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 383 disclosed positions in Q2 2026.
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 GOOGL, AAPL, IVV) accounted for 19.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
FFLC
市值: $21.9M
Top Position Liquidated / Trimmed
CTA
前期市值: $15.1M
During Q2 2026, Beaumont Financial Advisors, LLC's top holdings by market value included GOOGL (4.8%)、AAPL (4.7%)、IVV (4.2%). The largest single position, GOOGL, represented 4.8% of total portfolio value.
In Q2 2026, Beaumont Financial Advisors, LLC made 197 total portfolio adjustments, initiating 36 new buys, adding to 61 positions, trimming 78 holdings, and fully liquidating 22 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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