EdgeMarket › What Beaumont Financial Advisors, Llc reported owning
What Beaumont Financial Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
369Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 65.2M | 4.5% | 256.9K | 309.35 | +36.9% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 65.1M | 4.5% | 647.2K | 100.63 | +0.0% |
| GOOGL Alphabet Inc. | 61.7M | 4.2% | 214.7K | 344.82 | +73.0% |
| IVV iShares Core S&P 500 ETF | 59.4M | 4.1% | 91.0K | 769.31 | +20.0% |
| MSFT MICROSOFT CORP | 40.3M | 2.8% | 109.0K | 483.24 | -4.4% |
| IJH iShares Core S&P Mid-Cap ETF | 38.2M | 2.6% | 565.4K | 76.77 | +20.8% |
| SAMT Strategas Macro Thematic Opportunities ETF | 37.4M | 2.6% | 951.7K | 43.25 | +25.0% |
| IJT iShares S&P SmallCap 600 Growth ETF | 36.1M | 2.5% | 249.1K | 173.90 | +27.0% |
| NVDA NVIDIA CORP | 36.0M | 2.5% | 206.3K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 31.8M | 2.2% | 152.5K | 258.63 | +15.6% |
| JPEF JPMorgan Equity Focus ETF | 28.2M | 1.9% | 393.0K | 81.39 | +13.5% |
| JNJ JOHNSON & JOHNSON | 28.1M | 1.9% | 115.1K | 270.24 | +51.1% |
| unmapped CUSIP 084670702 | 27.2M | 1.9% | 56.7K | — | — |
| CEF Sprott Physical Gold & Silver Trust | 27.0M | 1.9% | 565.0K | 47.25 | +52.6% |
| FBTC Fidelity Wise Origin Bitcoin Fund | 26.3M | 1.8% | 445.3K | 67.02 | -32.8% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 25.8M | 1.8% | 281.6K | 91.60 | -0.1% |
| VUG Vanguard Morningstar Growth ETF | 25.3M | 1.7% | 57.9K | 87.50 | +15.9% |
| META Meta Platforms, Inc. | 22.9M | 1.6% | 40.1K | 549.90 | -26.5% |
| MCD MCDONALDS CORP | 22.8M | 1.6% | 73.4K | 270.95 | -13.5% |
| FFGX Fidelity Fundamental Global ex-U.S. ETF | 21.2M | 1.5% | 694.8K | 34.99 | +20.9% |
| VOO Vanguard S&P 500 ETF | 20.9M | 1.4% | 35.0K | 703.71 | +20.0% |
| LOW LOWES COMPANIES INC | 20.4M | 1.4% | 86.5K | 216.09 | -16.0% |
| V VISA INC. | 19.0M | 1.3% | 62.7K | 371.04 | +7.9% |
| APLU Allspring Core Plus ETF | 17.6M | 1.2% | 711.3K | 24.27 | -2.9% |
| FRDM Freedom 100 Emerging Markets ETF | 17.1M | 1.2% | 313.1K | 68.71 | +64.8% |
| DKS DICK'S SPORTING GOODS, INC. | 15.7M | 1.1% | 78.9K | 183.23 | -17.8% |
| CTA Simplify Managed Futures Strategy ETF | 15.1M | 1.0% | 501.0K | 28.55 | +3.3% |
| PEP PEPSICO INC | 15.1M | 1.0% | 97.5K | 143.48 | -4.8% |
| RAAX VanEck Real Assets ETF | 14.8M | 1.0% | 363.1K | 42.01 | +31.4% |
| AIS VistaShares Artificial Intelligence Supercycle | 14.7M | 1.0% | 351.4K | 68.73 | +133.9% |
| EMBX VanEck Emerging Markets Bond ETF | 14.3M | 1.0% | 285.8K | 51.34 | — |
| DGRO iShares Core Dividend Growth ETF | 13.9M | 1.0% | 198.2K | 79.61 | +20.0% |
| GBTC Grayscale Bitcoin Trust ETF | 13.7M | 0.9% | 258.7K | 59.63 | -33.6% |
| RDVI FT Vest Rising Dividend Achievers Target Incom | 12.9M | 0.9% | 505.2K | 29.19 | +15.6% |
| WCMI First Trust WCM International Equity ETF | 12.9M | 0.9% | 767.3K | 19.81 | +26.8% |
| CLOI VanEck CLO ETF | 11.8M | 0.8% | 223.5K | 52.92 | -0.2% |
| FDN First Trust DJ Internet Index Fund | 10.3M | 0.7% | 44.2K | 286.70 | +6.8% |
| HDV iShares Core High Dividend ETF | 10.2M | 0.7% | 75.3K | 29.81 | +21.7% |
| HAP VanEck Natural Resources ETF | 9.5M | 0.7% | 130.6K | 77.27 | +42.8% |
| GCOW Pacer Global Cash Cows Dividend ETF | 8.9M | 0.6% | 192.7K | 47.91 | +18.9% |
| DVY iShares Select Dividend ETF | 8.6M | 0.6% | 56.5K | 164.09 | +17.7% |
| GOOG Alphabet Inc. | 8.4M | 0.6% | 29.4K | 341.75 | +70.7% |
| JGRO JPMorgan Active Growth ETF | 8.4M | 0.6% | 99.2K | 94.21 | +7.0% |
| PRIV State Street IG Public & Private Credit ETF | 8.3M | 0.6% | 330.9K | 24.81 | -1.5% |
| TAIL Cambria Tail Risk ETF | 8.3M | 0.6% | 710.8K | 10.31 | -13.0% |
| MOAT VanEck Morningstar Wide Moat ETF | 7.8M | 0.5% | 80.2K | 114.42 | +17.5% |
| AEP AMERICAN ELECTRIC POWER CO INC | 7.7M | 0.5% | 59.1K | — | — |
| IDEF iShares Defense Industrials Active ETF | 7.5M | 0.5% | 228.7K | 33.56 | +18.5% |
| SCIO First Trust Structured Credit Income Opportuni | 7.2M | 0.5% | 350.9K | 20.52 | -1.1% |
| GLDM World Gold Trust | 7.1M | 0.5% | 77.1K | 91.32 | +37.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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