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 $1.46B across 368 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($65.1M, 4.48%), AAPL ($65.2M, 4.48%), GOOGL ($61.7M, 4.24%), IVV ($59.4M, 4.08%), MSFT ($40.3M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $65.1M | 4.48% | 647,227 | Added |
| 2 | AAPL | APPLE INC COM | $65.2M | 4.48% | 256,931 | Trimmed |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $61.7M | 4.24% | 214,731 | Trimmed |
| 4 | IVV | ISHARES CORE S&P 500 ETF | $59.4M | 4.08% | 90,971 | Added |
| 5 | MSFT | MICROSOFT CORP COM | $40.3M | 2.77% | 108,959 | Added |
| 6 | IJH | ISHARES CORE S&P MID-CAP ETF | $38.2M | 2.62% | 565,412 | Added |
| 7 | SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $37.4M | 2.57% | 951,725 | Trimmed |
| 8 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $36.1M | 2.48% | 249,133 | Added |
| 9 | NVDA | NVIDIA CORPORATION COM | $36.0M | 2.47% | 206,305 | Added |
| 10 | AMZN | AMAZON COM INC COM | $31.8M | 2.18% | 152,476 | Trimmed |
| 11 | JPEF | JPMORGAN EQUITY FOCUS ETF | $28.2M | 1.94% | 392,979 | Trimmed |
| 12 | JNJ | JOHNSON & JOHNSON COM | $28.1M | 1.93% | 115,122 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $27.2M | 1.87% | 56,695 | Trimmed |
| 14 | CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $27.0M | 1.85% | 564,984 | Trimmed |
| 15 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $26.3M | 1.81% | 445,303 | Trimmed |
| 16 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $25.8M | 1.77% | 281,563 | Added |
| 17 | VUG | VANGUARD GROWTH ETF | $25.3M | 1.74% | 57,861 | Trimmed |
| 18 | META | META PLATFORMS INC CL A | $22.9M | 1.58% | 40,100 | Trimmed |
| 19 | MCD | MCDONALDS CORP COM | $22.8M | 1.57% | 73,379 | Trimmed |
| 20 | FFGX | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | $21.2M | 1.46% | 694,766 | Added |
| 21 | VOO | VANGUARD S&P 500 ETF | $20.9M | 1.44% | 35,047 | Added |
| 22 | LOW | LOWES COS INC COM | $20.4M | 1.41% | 86,528 | Trimmed |
| 23 | V | VISA INC COM CL A | $19.0M | 1.30% | 62,705 | Trimmed |
| 24 | APLU | ALLSPRING CORE PLUS ETF | $17.6M | 1.21% | 711,322 | Trimmed |
| 25 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $17.1M | 1.18% | 313,143 | Added |
Source: SEC Form 13F filings · as of 2026-03-31