Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beaumont Financial Advisors, LLC (CIK 1957394) reported $1.57B across 383 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($75.8M, 4.83%), AAPL ($73.8M, 4.70%), IVV ($66.0M, 4.20%), IJH ($45.5M, 2.90%), IJT ($44.6M, 2.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | $75.8M | 4.83% | 212,200 | Trimmed |
| 2 | AAPL | APPLE INC COM | $73.8M | 4.70% | 255,189 | Trimmed |
| 3 | IVV | ISHARES CORE S&P 500 ETF | $66.0M | 4.20% | 88,113 | Trimmed |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | $45.5M | 2.90% | 590,555 | Added |
| 5 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $44.6M | 2.84% | 249,525 | Added |
| 6 | NVDA | NVIDIA CORPORATION COM | $42.0M | 2.67% | 209,860 | Added |
| 7 | MSFT | MICROSOFT CORP COM | $41.4M | 2.63% | 110,877 | Added |
| 8 | SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $39.0M | 2.48% | 816,446 | Trimmed |
| 9 | AMZN | AMAZON COM INC COM | $36.1M | 2.30% | 151,329 | Trimmed |
| 10 | FFGX | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | $31.2M | 1.99% | 896,663 | Added |
| 11 | VUG | VANGUARD GROWTH ETF | $29.6M | 1.88% | 343,561 | Added |
| 12 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $29.1M | 1.85% | 289,113 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $28.4M | 1.81% | 56,832 | Added |
| 14 | JNJ | JOHNSON & JOHNSON COM | $28.2M | 1.80% | 111,216 | Trimmed |
| 15 | AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $27.3M | 1.74% | 320,441 | Trimmed |
| 16 | LDRT | ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF | $26.8M | 1.71% | 1.1M | Added |
| 17 | VOO | VANGUARD S&P 500 ETF | $26.2M | 1.67% | 38,216 | Added |
| 18 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $23.1M | 1.47% | 453,008 | Added |
| 19 | JPEF | JPMORGAN EQUITY FOCUS ETF | $22.9M | 1.46% | 285,193 | Trimmed |
| 20 | CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $22.7M | 1.44% | 563,859 | Trimmed |
| 21 | META | META PLATFORMS INC CL A | $22.7M | 1.44% | 40,252 | Added |
| 22 | WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $22.4M | 1.43% | 1.1M | Added |
| 23 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $22.4M | 1.43% | 307,898 | Trimmed |
| 24 | FMIL | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $21.9M | 1.39% | 371,527 | New |
| 25 | V | VISA INC COM CL A | $21.1M | 1.35% | 61,574 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30