IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Beaumont Financial Advisors, LLC

Q1 2026 Holdings

Filed 2026-05-05 | 369 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)Stock037833100$65.2M256,9314.5%
Ishares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$65.1M647,2274.5%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$61.7M214,7314.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$59.4M90,9714.1%
Microsoft Corp COM(MSFT)Stock594918104$40.3M108,9592.8%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$38.2M565,4122.6%
Strategas Macro Thematic Opportunities ETF(SAMT)ETF00775Y645$37.4M951,7252.6%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$36.1M249,1332.5%
Nvidia Corporation COM(NVDA)Stock67066G104$36.0M206,3052.5%
Amazon COM Inc COM(AMZN)Stock023135106$31.8M152,4762.2%
JPMorgan Equity Focus ETF(JPEF)ETF46654Q781$28.2M392,9791.9%
Johnson & Johnson COM(JNJ)Stock478160104$28.1M115,1221.9%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$27.2M56,6951.9%
Sprott Asset Management LP Physical Gold AN(CEF/U)CEF85208R101$27.0M564,9841.9%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$26.3M445,3031.8%
State Street Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$25.8M281,5631.8%
Vanguard Growth ETF(VUG)ETF922908736$25.3M57,8611.7%
Meta Platforms Inc CL A(META)Stock30303M102$22.9M40,1001.6%
Mcdonalds Corp COM(MCD)Stock580135101$22.8M73,3791.6%
Fidelity Fundamental Global Ex-U.S. ETF(FFGX)ETF31609A875$21.2M694,7661.5%
Vanguard S&P 500 ETF(VOO)ETF922908363$20.9M35,0471.4%
Lowes COS Inc COM(LOW)Stock548661107$20.4M86,5281.4%
Visa Inc COM CL A(V)Stock92826C839$19.0M62,7051.3%
Allspring Core Plus ETF(APLU)ETF01989A209$17.6M711,3221.2%
Freedom 100 Emerging Markets ETF(FRDM)ETF02072L607$17.1M313,1431.2%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$15.7M78,9391.1%
Simplify Managed Futures Strategy ETF(CTA)ETF82889N699$15.1M501,0071.0%
Pepsico Inc COM(PEP)Stock713448108$15.1M97,4831.0%
Vaneck Real Assets ETF(RAAX)ETF92189F130$14.8M363,1231.0%
Vistashares Artificial Intelligence Supercycle ETF(AIS)ETF45259A845$14.7M351,4201.0%
Vaneck Emerging Markets Bond ETF(EMBX)ETF92107P772$14.3M285,7901.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$13.9M198,2261.0%
Grayscale Bitcoin Trust ETF(GBTC)ETF389637109$13.7M258,7340.9%
FT Vest Rising Dividend Achievers Target Income ETF(RDVI)ETF33738D879$12.9M505,2270.9%
First Trust WCM International Equity ETF(WCMI)ETF33733E732$12.9M767,2600.9%
Vaneck CLO ETF(CLOI)ETF92189H748$11.8M223,5330.8%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$10.3M44,1520.7%
Ishares Core High Dividend ETF(HDV)ETF46429B663$10.2M75,3480.7%
Vaneck Natural Resources ETF(HAP)ETF92189F841$9.5M130,6270.7%
Pacer Global Cash Cows Dividend ETF(GCOW)ETF69374H709$8.9M192,7210.6%
Ishares Select Dividend ETF(DVY)ETF464287168$8.6M56,5270.6%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$8.4M29,4460.6%
JPMorgan Active Growth ETF(JGRO)ETF46654Q609$8.4M99,2460.6%
State Street IG Public & Private Credit ETF(PRIV)ETF78470P622$8.3M330,9050.6%
Cambria Tail Risk ETF(TAIL)ETF132061862$8.3M710,7910.6%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$7.8M80,2480.5%
American Elec PWR Co Inc COM(AEP)Stock025537101$7.7M59,0990.5%
Ishares Defense Industrials Active ETF(IDEF)ETF09290C699$7.5M228,7450.5%
First Trust Structured Credit Income Opportunities ETF(SCIO)ETF33738D770$7.2M350,9340.5%
Spdr Gold Minishares Trust of Beneficial Interest(GLDM)ETF98149E303$7.1M77,0620.5%
Page 1 of 8Next