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 | Value |
|---|---|
XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1.9M |
ABBVABBVIE INC COM | $1.9M |
JSCPJPMORGAN SHORT DURATION CORE PLUS ETF | $1.9M |
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | $1.8M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $1.8M |
SCHMSCHWAB U.S. MID-CAP ETF | $1.8M |
TSLATESLA INC COM | $1.8M |
KOCOCA COLA CO COM | $1.8M |
FENYFIDELITY MSCI ENERGY INDEX ETF | $1.7M |
EBCEASTERN BANKSHARES INC COM | $1.7M |
RTXRTX CORPORATION COM | $1.6M |
DISDISNEY WALT CO COM | $1.6M |
RDDTREDDIT INC CL A | $1.6M |
MRKMERCK & CO INC COM | $1.6M |
IBITISHARES BITCOIN TRUST ETF | $1.6M |
OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $1.6M |
MUBISHARES NATIONAL MUNI BOND ETF | $1.6M |
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $1.5M |
AMDADVANCED MICRO DEVICES INC COM | $1.5M |
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $1.5M |
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1.5M |
JMUBJPMORGAN MUNICIPAL ETF | $1.5M |
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF | $1.5M |
NLRVANECK URANIUM AND NUCLEAR ETF | $1.5M |
FMATFIDELITY MSCI MATERIALS INDEX ETF | $1.5M |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1.5M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $1.5M |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1.5M |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $1.4M |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $1.4M |
IBBISHARES BIOTECHNOLOGY ETF | $1.4M |
AMGNAMGEN INC COM | $1.4M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1.4M |
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.4M |
IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1.3M |
SYKSTRYKER CORPORATION COM | $1.3M |
CRSCARPENTER TECHNOLOGY CORP COM | $1.3M |
GBUGSPROTT ACTIVE GOLD & SILVER MINERS ETF | $1.3M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $1.3M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $1.3M |
PGRPROGRESSIVE CORP COM | $1.3M |
ITMVANECK INTERMEDIATE MUNI ETF | $1.3M |
VNQVANGUARD REAL ESTATE ETF | $1.3M |
XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $1.3M |
HONHONEYWELL INTL INC COM | $1.3M |
DBNDDOUBLELINE OPPORTUNISTIC CORE BOND ETF | $1.2M |
EFAISHARES MSCI EAFE ETF | $1.2M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $1.2M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $1.2M |
KKRKKR & CO INC COM | $1.2M |
DELLDELL TECHNOLOGIES INC CL C | $1.2M |
SMOTVANECK MORNINGSTAR SMID MOAT ETF | $1.2M |
GQ9SPDR GOLD SHARES | $1.1M |
JAVAJPMORGAN ACTIVE VALUE ETF | $1.1M |
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1.1M |
CATCATERPILLAR INC COM | $1.1M |
ADPAUTOMATIC DATA PROCESSING INC COM | $1.1M |
XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $1.1M |
IWDISHARES RUSSELL 1000 VALUE ETF | $1.0M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $1.0M |
SLVISHARES SILVER TRUST | $1.0M |
DHRDANAHER CORPORATION COM | $1.0M |
MGCVANGUARD MEGA CAP ETF | $1.0M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $947K |
FLQMFRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $938K |
SPGIS&P GLOBAL INC COM | $930K |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $926K |
TXNTEXAS INSTRS INC COM | $915K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $908K |
PHPARKER-HANNIFIN CORP COM | $841K |
CSCOCISCO SYS INC COM | $840K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $838K |
RVMDREVOLUTION MEDICINES INC COM | $837K |
FASTFASTENAL CO COM | $816K |
GEGE AEROSPACE COM NEW | $814K |
EXPDEXPEDITORS INTL WASH INC COM | $812K |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $801K |
ROPROPER TECHNOLOGIES INC COM | $794K |
IWRISHARES RUSSELL MIDCAP ETF | $786K |
UNPUNION PAC CORP COM | $785K |
VXFVANGUARD EXTENDED MARKET ETF | $783K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $778K |
ITWILLINOIS TOOL WKS INC COM | $777K |
JPIEJPMORGAN INCOME ETF | $776K |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $771K |
MGKVANGUARD MEGA CAP GROWTH ETF | $759K |
SOSOUTHERN CO COM | $757K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $754K |
SOXXISHARES SEMICONDUCTOR ETF | $745K |
FDXFEDEX CORP COM | $736K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $724K |
UNHUNITEDHEALTH GROUP INC COM | $717K |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $713K |
KMBKIMBERLY-CLARK CORP COM | $706K |
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | $705K |
SHWSHERWIN WILLIAMS CO COM | $696K |
PRIVSPDR SSGA IG PUBLIC & PRIVATE CREDIT ETF | $693K |
WMWASTE MGMT INC DEL COM | $692K |
APHAMPHENOL CORP NEW CL A | $690K |
BCSFBAIN CAP SPECIALTY FIN INC COM STK | $689K |