Beaumont Financial Advisors, LLC 13F Holdings
CIK 0001957394 · NEEDHAM, MA
As of Sep 30, 2025, Beaumont Financial Advisors, LLC reported 394 positions worth
CIK 0001957394 · NEEDHAM, MA
As of Sep 30, 2025, Beaumont Financial Advisors, LLC reported 394 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 271,623 | $69.2M | 4.86% |
| MICROSOFT CORP | MSFT | Technology | 122,258 | $63.3M | 4.45% |
| ISHARES CORE S&P 500 ETF | IVV | — | 90,980 | $60.9M | 4.28% |
| ALPHABET INC | GOOGL | Equity | 234,181 | $56.9M | 4.00% |
| ADVISORS INNER CIRCLE FD III | — | — | 1,258,277 | $46.9M | 3.29% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 463,623 | $46.3M | 3.25% |
| NVIDIA CORP | NVDA | Technology | 208,618 | $38.9M | 2.73% |
| JPMORGAN EQUITY FOCUS ETF | JPEF | — | 519,939 | $38.5M | 2.70% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 565,401 | $36.9M | 2.59% |
| AMAZON.COM INC | AMZN | Equity | 161,052 | $35.4M | 2.48% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 536,313 | $33.7M | 2.37% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 235,319 | $33.3M | 2.34% |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | — | 355,080 | $33.3M | 2.34% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 57,983 | $29.2M | 2.05% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 58,841 | $28.2M | 1.98% |
| META PLATFORMS INC | META | Communication Services | 36,567 | $26.9M | 1.89% |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | — | 274,368 | $24.6M | 1.73% |
| ALLSPRING EXCHANGE TRADED FU | APLU | — | 957,046 | $24.1M | 1.69% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 125,208 | $23.2M | 1.63% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 91,656 | $23.0M | 1.62% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 74,292 | $22.6M | 1.59% |
| VISA INC-CLASS A SHARES | V | Financial Services | 63,619 | $21.7M | 1.52% |
| CENTRAL FUND OF CANADA LTD | CEF | — | 584,767 | $21.5M | 1.51% |
| FIDELITY COVINGTON TRUST | FFGX | — | 687,931 | $20.6M | 1.44% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 528,863 | 9.9M | 1.40% |