13F filer

Beaumont Financial Advisors

As of Sep 30, 2026 Filed Oct 22, 2026 CIK 1957394 SEC filings ↗

13F Value

$1.59B

Positions

383

Top Position

AAPL5.3%

Top 5

20.6%

Latest filing changes

vs Jun 30, 2026

1 ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF >999%+$11.7M

2 JPIE JPMorgan Income ETF +205.3%+$6.2M

3 LDRT iShares iBonds 1-5 Year Treasury Ladder ETF +21.9%+$5.8M

4 CVX Chevron +42.8%+$1.7M

5 NFLX Netflix +400.2%+$1.4M

Holdings383

#							Trend (4Q)
1	AAPL Apple	5.3%	$83.9M	-1.2%	252.0K	4.7%		Common Stock
2	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 208,809 reported quantity $71,847,164 reported value	4.5%	$71.8M	-1.6%	208.8K	4.8%		Common Stock
3	IVV iShares Core S&P 500 ETF	4.2%	$66.5M	-1.4%	86.9K	4.2%		ETF
4	MSFT Microsoft	3.6%	$56.6M	-0.4%	110.4K	2.6%		Common Stock
5	NVDA NVIDIA	3.0%	$48.1M	+0.3%	210.4K	2.7%		Common Stock
6	IJH iShares Core S&P Mid-Cap ETF	2.7%	$42.7M	+0.5%	593.5K	2.9%		ETF
7	IJT iShares S&P Small-Cap 600 Growth ETF	2.5%	$40.1M	+0.2%	250.0K	2.8%		ETF
8	AMZN Amazon	2.4%	$37.5M	-0.5%	150.5K	2.3%		Common Stock
9	SAMT Strategas Macro Thematic Opportunities ETF	2.2%	$35.1M	+3.2%	842.6K	2.5%		ETF
10	FBTC Fidelity Wise Origin Bitcoin	2.1%	$33.2M	+0.8%	456.6K	1.5%		Trust
11	LDRT iShares iBonds 1-5 Year Treasury Ladder ETF	2.0%	$32.1M	+21.9%	1.30M	1.7%		ETF
12	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.9%	$30.8M	-0.5%	341.9K	1.9%	—	ETF
13	JNJ Johnson & Johnson	1.8%	$29.3M	-0.6%	110.5K	1.8%		Common Stock
14	META Meta Platforms	1.8%	$29.0M	-0.6%	40.0K	1.4%		Common Stock
15	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 56,150 reported quantity $27,959,992 reported value	1.8%	$28.0M	-1.2%	56.1K	1.8%		Common Stock
16	SGOV iShares 0-3 Month Treasury Bond ETF	1.7%	$27.5M	-5.5%	273.1K	1.9%		ETF
17	VOO Vanguard 500 Index Fund — ETF Shares	1.7%	$26.8M	-0.1%	38.2K	1.7%		ETF
18	TEQI T. Rowe Price Equity Income ETF	1.5%	$24.2M	NEW	478.8K	—		ETF
19	CEF Sprott Asset Management	1.5%	$23.4M	-0.3%	562.4K	1.4%		Trust
20	FFLC Fidelity Fundamental Large Cap Core ETF	1.4%	$22.4M	+1.9%	378.7K	1.4%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing21

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.