Beaumont Financial Advisors, LLC

13F filer · CIK 0001957394

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$1.57BU.S. long equity reported on 13F

Positions21011 new · 7 closed

Net flow last quarter-$27.3MBuys minus sells

Top 10 positions weight25.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026210 positions
GOOGLAlphabet Inc.	$75.8M	4.83%	0.00%	-1.2%	Q4 2022
AAPLApple Inc.	$73.8M	4.70%	0.00%	-0.7%	Q4 2022
NVDANvidia Corp	$42M	2.67%	0.00%	+1.7%	Q4 2022
MSFTMicrosoft Corp	$41.4M	2.63%	0.00%	+1.8%	Q4 2022
AMZNAmazon Com Inc	$36.1M	2.30%	0.00%	-0.8%	Q4 2022
BRK.BBerkshire Hathaway Inc	$28.4M	1.81%	Not reported	+0.2%	Q4 2022
JNJJohnson & Johnson	$28.2M	1.80%	0.00%	-3.4%	Q4 2022
AISAntares Pharma, Inc.	$27.3M	1.74%	Not reported	-8.8%	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$23.1M	1.47%	0.23%	+1.7%	Q2 2024
CEFSprott Physical Gold & Silver Trust	$22.7M	1.44%	0.30%	-0.2%	Q4 2022
METAMeta Platforms, Inc.	$22.7M	1.44%	Not reported	+0.4%	Q4 2022
FRDMFreedom Environmental Services, Inc.	$22.4M	1.43%	Not reported	-1.7%	Q4 2022
VVisa Inc.	$21.1M	1.35%	0.00%	-1.8%	Q4 2022
MCDMcdonalds Corp	$19.8M	1.26%	0.01%	-0.1%	Q4 2022
DKSDick'S Sporting Goods, Inc.	$17.6M	1.12%	0.08%	-1.8%	Q4 2022
EMBXEmbrex Inc	$16.6M	1.06%	Not reported	+13.1%	Q4 2025
PEPPepsico Inc	$13.1M	0.84%	0.01%	-0.5%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$11.4M	0.72%	0.13%	-3.5%	Q2 2024
GOOGAlphabet Inc.	$10.1M	0.65%	Not reported	-2.5%	Q4 2022
SCIOScio Diamond Technology Corp	$8.83M	0.56%	0.66%	+21.7%	Q1 2026
AEPAmerican Electric Power Co Inc	$8.07M	0.51%	0.01%	-0.2%	Q3 2023
ABTAbbott Laboratories	$7.29M	0.46%	0.00%	+16.1%	Q4 2022
LRCXLam Research Corp	$7.11M	0.45%	0.00%	+0.5%	Q4 2022
LLYELI LILLY & Co	$5.71M	0.36%	0.00%	+1.7%	Q4 2022
PHYSSprott Physical Gold Trust	$5.31M	0.34%	0.04%	-0.2%	Q4 2022
JPMJPMorgan Chase & Co	$5.3M	0.34%	0.00%	+1.3%	Q4 2022
TJXTJX Companies Inc	$4.84M	0.31%	0.00%	-0.1%	Q4 2022
AVGOBroadcom Inc.	$4.41M	0.28%	0.00%	+1.9%	Q4 2022
CRMSalesforce, Inc.	$4.4M	0.28%	0.00%	-12.4%	Q4 2022
SMHMarket Vectors ETF Trust	$4.31M	0.27%	Not reported	-1.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$4.26M	0.27%	Not reported	+13.6%	Q4 2022
AMDAdvanced Micro Devices Inc	$4.23M	0.27%	0.00%	+0.9%	Q4 2022
BACBank of America Corp	$4.1M	0.26%	0.00%	+0.3%	Q4 2022
NEENextera Energy Inc	$4M	0.25%	0.00%	+23.5%	Q4 2022
WCNWaste Connections, Inc.	$3.88M	0.25%	0.01%	-29.4%	Q1 2025
BTCGrayscale Bitcoin Mini Trust ETF	$3.76M	0.24%	0.12%	-1.3%	Q4 2024
DELLDell Technologies Inc.	$3.75M	0.24%	0.00%	+0.1%	Q4 2022
PMPhilip Morris International Inc.	$3.62M	0.23%	0.00%	+2.7%	Q4 2024
GDGeneral Dynamics Corp	$3.26M	0.21%	0.00%	-4.7%	Q2 2023
CVXChevron Corp	$3.15M	0.20%	0.00%	-5.2%	Q4 2022
COSTCostco Wholesale Corp	$3.07M	0.20%	0.00%	-0.2%	Q4 2022
DEDeere & Co	$2.97M	0.19%	0.00%	-1.0%	Q4 2022
BOBSBob's Discount Furniture, Inc.	$2.96M	0.19%	0.14%	New	Q2 2026
AXPAmerican Express Co	$2.8M	0.18%	0.00%	-0.6%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$2.72M	0.17%	Not reported	+16.3%	Q4 2022
MUMicron Technology Inc	$2.53M	0.16%	0.00%	+25.4%	Q3 2025
PGPROCTER & GAMBLE Co	$2.46M	0.16%	0.00%	-2.4%	Q4 2022
XOMExxonMobil Holdings Corp	$2.3M	0.15%	0.00%	-0.9%	Q4 2022
QCOMQualcomm Inc	$2.29M	0.15%	0.00%	-0.2%	Q4 2022
HDHome Depot, Inc.	$2.22M	0.14%	0.00%	-4.0%	Q4 2022

Q1 2026Reported May 5, 2026205 positions
AAPLApple Inc.	$65.2M	4.48%	0.00%	-1.7%	Q4 2022
GOOGLAlphabet Inc.	$61.7M	4.24%	0.00%	-3.5%	Q4 2022
MSFTMicrosoft Corp	$40.3M	2.77%	0.00%	+0.6%	Q4 2022
NVDANvidia Corp	$36M	2.47%	0.00%	+0.4%	Q4 2022
AMZNAmazon Com Inc	$31.8M	2.18%	0.00%	-1.4%	Q4 2022
JNJJohnson & Johnson	$28.1M	1.93%	0.00%	-2.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$27.2M	1.87%	Not reported	-0.9%	Q4 2022
CEFSprott Physical Gold & Silver Trust	$27M	1.85%	0.30%	-3.7%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$26.3M	1.81%	0.21%	-0.7%	Q2 2024
METAMeta Platforms, Inc.	$22.9M	1.58%	Not reported	-1.3%	Q4 2022
MCDMcdonalds Corp	$22.8M	1.57%	0.01%	-1.2%	Q4 2022
LOWLowes Companies Inc	$20.4M	1.41%	0.02%	-3.2%	Q4 2022
VVisa Inc.	$19M	1.30%	0.00%	-0.1%	Q4 2022
FRDMFreedom Environmental Services, Inc.	$17.1M	1.18%	Not reported	+13.8%	Q4 2022
DKSDick'S Sporting Goods, Inc.	$15.7M	1.08%	0.08%	+0.4%	Q4 2022
PEPPepsico Inc	$15.1M	1.04%	0.01%	-1.5%	Q4 2022
AISAntares Pharma, Inc.	$14.7M	1.01%	Not reported	+71.7%	Q3 2025
EMBXEmbrex Inc	$14.3M	0.98%	Not reported	+6.8%	Q4 2025
GBTCGrayscale Bitcoin Trust ETF	$13.7M	0.94%	0.13%	-4.7%	Q2 2024
GOOGAlphabet Inc.	$8.45M	0.58%	Not reported	+3.0%	Q4 2022
AEPAmerican Electric Power Co Inc	$7.75M	0.53%	0.01%	-1.7%	Q3 2023
SCIOScio Diamond Technology Corp	$7.24M	0.50%	0.54%	New	Q1 2026
GLDMWorld Gold Trust	$7.14M	0.49%	0.02%	-19.4%	Q1 2023
ABTAbbott Laboratories	$7.1M	0.49%	0.00%	+193.8%	Q4 2022
PHYSSprott Physical Gold Trust	$6.25M	0.43%	0.04%	-3.8%	Q4 2022
CRMSalesforce, Inc.	$5.98M	0.41%	0.00%	+1905.6%	Q4 2022
WCNWaste Connections, Inc.	$5.35M	0.37%	0.01%	+2.7%	Q1 2025
TJXTJX Companies Inc	$5.11M	0.35%	0.00%	-4.0%	Q4 2022
JPMJPMorgan Chase & Co	$4.7M	0.32%	0.00%	-4.7%	Q4 2022
BTCGrayscale Bitcoin Mini Trust ETF	$4.41M	0.30%	0.13%	+48.4%	Q4 2024
LLYELI LILLY & Co	$4.31M	0.30%	0.00%	-0.4%	Q4 2022
CVXChevron Corp	$4.16M	0.29%	0.00%	-13.6%	Q4 2022
GGenpact LTD	$3.63M	0.25%	0.06%	+18.7%	Q3 2025
AVGOBroadcom Inc.	$3.54M	0.24%	0.00%	-16.2%	Q4 2022
BACBank of America Corp	$3.49M	0.24%	0.00%	-2.1%	Q4 2022
LRCXLam Research Corp	$3.49M	0.24%	0.00%	-21.8%	Q4 2022
NEENextera Energy Inc	$3.43M	0.24%	0.00%	+4.9%	Q4 2022
GDGeneral Dynamics Corp	$3.31M	0.23%	0.00%	-5.9%	Q2 2023
COSTCostco Wholesale Corp	$3.27M	0.22%	0.00%	+7.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$3.27M	0.22%	Not reported	+1.4%	Q4 2022
PMPhilip Morris International Inc.	$3.22M	0.22%	0.00%	-9.1%	Q4 2024
XOMExxonMobil Holdings Corp	$2.88M	0.20%	0.00%	-5.9%	Q4 2022
DEDeere & Co	$2.66M	0.18%	0.00%	+0.3%	Q4 2022
SMHMarket Vectors ETF Trust	$2.54M	0.17%	Not reported	Not reported	Q4 2024
AXPAmerican Express Co	$2.52M	0.17%	0.00%	-1.0%	Q4 2022
PSLVSprott Physical Silver Trust	$2.52M	0.17%	0.02%	-23.5%	Q4 2022
PGPROCTER & GAMBLE Co	$2.48M	0.17%	0.00%	-3.9%	Q4 2022
WMTWalmart Inc.	$2.18M	0.15%	0.00%	-5.9%	Q4 2022
HDHome Depot, Inc.	$2.16M	0.15%	0.00%	-3.1%	Q4 2022
KOCoca Cola Co	$1.93M	0.13%	0.00%	+1.0%	Q4 2022

Q4 2025Reported Jan 16, 2026213 positions
AAPLApple Inc.	$71M	4.68%	0.00%	-3.8%	Q4 2022
GOOGLAlphabet Inc.	$69.6M	4.59%	0.00%	-5.0%	Q4 2022
MSFTMicrosoft Corp	$52.4M	3.45%	0.00%	-11.4%	Q4 2022
NVDANvidia Corp	$38.3M	2.52%	0.00%	-1.5%	Q4 2022
AMZNAmazon Com Inc	$35.7M	2.35%	0.00%	-3.9%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$34.2M	2.25%	0.19%	-3.3%	Q2 2024
BRK.BBerkshire Hathaway Inc	$28.8M	1.89%	Not reported	-1.3%	Q4 2022
CEFSprott Physical Gold & Silver Trust	$26.9M	1.77%	0.31%	+0.4%	Q4 2022
METAMeta Platforms, Inc.	$26.8M	1.77%	Not reported	+11.1%	Q4 2022
JNJJohnson & Johnson	$24.5M	1.61%	0.00%	-5.6%	Q4 2022
MCDMcdonalds Corp	$22.7M	1.50%	0.01%	0.0%	Q4 2022
VVisa Inc.	$22M	1.45%	0.00%	-1.3%	Q4 2022
LOWLowes Companies Inc	$21.6M	1.42%	0.02%	-2.5%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$18.6M	1.22%	0.12%	-1.1%	Q2 2024
DKSDick'S Sporting Goods, Inc.	$15.6M	1.03%	0.08%	-4.7%	Q4 2022
PEPPepsico Inc	$14.2M	0.94%	0.01%	-4.3%	Q4 2022
FRDMFreedom Environmental Services, Inc.	$14.1M	0.93%	Not reported	+2.7%	Q4 2022
EMBXEmbrex Inc	$13.6M	0.89%	Not reported	New	Q4 2025
GOOGAlphabet Inc.	$8.97M	0.59%	Not reported	+2.0%	Q4 2022
GLDMWorld Gold Trust	$8.16M	0.54%	0.03%	0.0%	Q1 2023
AISAntares Pharma, Inc.	$7.73M	0.51%	Not reported	+0.2%	Q3 2025
AEPAmerican Electric Power Co Inc	$6.94M	0.46%	0.01%	+0.2%	Q3 2023
PHYSSprott Physical Gold Trust	$6.05M	0.40%	0.04%	+7.8%	Q4 2022
WCNWaste Connections, Inc.	$5.62M	0.37%	0.01%	+7.7%	Q1 2025
JPMJPMorgan Chase & Co	$5.4M	0.36%	0.00%	-17.3%	Q4 2022
TJXTJX Companies Inc	$5.12M	0.34%	0.00%	-12.5%	Q4 2022
LLYELI LILLY & Co	$5.05M	0.33%	0.00%	-1.9%	Q4 2022
AVGOBroadcom Inc.	$4.73M	0.31%	0.00%	-56.9%	Q4 2022
BACBank of America Corp	$4.02M	0.27%	0.00%	-11.0%	Q4 2022
GGenpact LTD	$3.84M	0.25%	0.05%	+19.6%	Q3 2025
BTCGrayscale Bitcoin Mini Trust ETF	$3.83M	0.25%	0.09%	-19.0%	Q4 2024
LRCXLam Research Corp	$3.57M	0.24%	0.00%	-0.3%	Q4 2022
CVXChevron Corp	$3.54M	0.23%	0.00%	-32.4%	Q4 2022
GDGeneral Dynamics Corp	$3.45M	0.23%	0.00%	-2.0%	Q2 2023
PMPhilip Morris International Inc.	$3.44M	0.23%	0.00%	+5.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$3.38M	0.22%	Not reported	-4.1%	Q4 2022
PSLVSprott Physical Silver Trust	$3.19M	0.21%	0.02%	+24.0%	Q4 2022
BPBP PLC	$3.14M	0.21%	Not reported	-65.5%	Q1 2024
AXPAmerican Express Co	$3.11M	0.20%	0.00%	-0.5%	Q4 2022
ABTAbbott Laboratories	$2.95M	0.19%	0.00%	+15.2%	Q4 2022
NEENextera Energy Inc	$2.82M	0.19%	0.00%	+2.6%	Q4 2022
COSTCostco Wholesale Corp	$2.64M	0.17%	0.00%	-38.2%	Q4 2022
PGPROCTER & GAMBLE Co	$2.56M	0.17%	0.00%	-4.6%	Q4 2022
IBMInternational Business Machines Corp	$2.42M	0.16%	0.00%	-4.8%	Q4 2022
SMHMarket Vectors ETF Trust	$2.39M	0.16%	Not reported	+2.2%	Q4 2024
HDHome Depot, Inc.	$2.33M	0.15%	0.00%	-37.6%	Q4 2022
TOSTToast, Inc.	$2.31M	0.15%	0.03%	Not reported	Q4 2022
DEDeere & Co	$2.2M	0.14%	0.00%	+1.4%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$2.18M	0.14%	Not reported	-8.2%	Q4 2022
XOMExxonMobil Holdings Corp	$2.17M	0.14%	0.00%	-12.2%	Q4 2022

Q3 2025Reported Oct 23, 2025232 positions
AAPLApple Inc.	$69.2M	4.62%	0.00%	-2.1%	Q4 2022
MSFTMicrosoft Corp	$63.3M	4.23%	0.00%	-7.6%	Q4 2022
GOOGLAlphabet Inc.	$56.9M	3.81%	0.00%	-0.6%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$46.3M	3.09%	0.20%	-2.2%	Q2 2024
NVDANvidia Corp	$38.9M	2.60%	0.00%	-1.4%	Q4 2022
AMZNAmazon Com Inc	$35.4M	2.36%	0.00%	-1.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$29.2M	1.95%	Not reported	-1.1%	Q4 2022
METAMeta Platforms, Inc.	$26.9M	1.80%	Not reported	-0.3%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$24.6M	1.65%	0.12%	-4.1%	Q2 2024
JNJJohnson & Johnson	$23.2M	1.55%	0.01%	-0.2%	Q4 2022
LOWLowes Companies Inc	$23M	1.54%	0.02%	-0.2%	Q4 2022
MCDMcdonalds Corp	$22.6M	1.51%	0.01%	-1.5%	Q4 2022
VVisa Inc.	$21.7M	1.45%	0.00%	-1.6%	Q4 2022
CEFSprott Physical Gold & Silver Trust	$21.5M	1.43%	0.29%	0.0%	Q4 2022
DKSDick'S Sporting Goods, Inc.	$18.3M	1.23%	0.09%	-0.8%	Q4 2022
PEPPepsico Inc	$14.5M	0.97%	0.01%	-1.5%	Q4 2022
FRDMFreedom Environmental Services, Inc.	$11.9M	0.79%	Not reported	+21.8%	Q4 2022
AVGOBroadcom Inc.	$10.5M	0.70%	0.00%	0.0%	Q4 2022
BPBP PLC	$9.03M	0.60%	Not reported	-2.1%	Q1 2024
GLDMWorld Gold Trust	$7.31M	0.49%	0.04%	-4.4%	Q1 2023
AISAntares Pharma, Inc.	$7.17M	0.48%	Not reported	New	Q3 2025
GOOGAlphabet Inc.	$6.82M	0.46%	Not reported	-0.9%	Q4 2022
AEPAmerican Electric Power Co Inc	$6.75M	0.45%	0.01%	+2.0%	Q3 2023
JPMJPMorgan Chase & Co	$6.4M	0.43%	0.00%	-1.2%	Q4 2022
BTCGrayscale Bitcoin Mini Trust ETF	$6.19M	0.41%	0.12%	+4.8%	Q4 2024
TJXTJX Companies Inc	$5.51M	0.37%	0.00%	-2.9%	Q4 2022
CVXChevron Corp	$5.34M	0.36%	0.00%	-3.7%	Q4 2022
WCNWaste Connections, Inc.	$5.24M	0.35%	0.01%	+1.1%	Q1 2025
PGRProgressive Corp	$5.07M	0.34%	0.00%	+9.6%	Q4 2022
PHYSSprott Physical Gold Trust	$5.04M	0.34%	0.04%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$4.58M	0.31%	0.00%	-3.5%	Q4 2022
HDHome Depot, Inc.	$4.39M	0.29%	0.00%	-1.3%	Q4 2022
BACBank of America Corp	$4.24M	0.28%	0.00%	-1.6%	Q4 2022
LLYELI LILLY & Co	$3.66M	0.24%	0.00%	+6.5%	Q4 2022
GDGeneral Dynamics Corp	$3.57M	0.24%	0.00%	-3.1%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$3.44M	0.23%	Not reported	+1.9%	Q4 2022
PMPhilip Morris International Inc.	$3.3M	0.22%	0.00%	-0.8%	Q4 2024
ORCLOracle Corp	$3.17M	0.21%	0.00%	-0.9%	Q4 2022
PGPROCTER & GAMBLE Co	$2.88M	0.19%	0.00%	-2.6%	Q4 2022
GGenpact LTD	$2.87M	0.19%	0.04%	New	Q3 2025
AXPAmerican Express Co	$2.8M	0.19%	0.00%	-2.2%	Q4 2022
LRCXLam Research Corp	$2.8M	0.19%	0.00%	-0.4%	Q4 2022
ABTAbbott Laboratories	$2.74M	0.18%	0.00%	+4.1%	Q4 2022
NEENextera Energy Inc	$2.59M	0.17%	0.00%	-1.6%	Q4 2022
ABBVAbbVie Inc.	$2.57M	0.17%	0.00%	-0.2%	Q4 2022
IBMInternational Business Machines Corp	$2.42M	0.16%	0.00%	-7.1%	Q4 2022
TOSTToast, Inc.	$2.37M	0.16%	0.03%	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$2.32M	0.16%	Not reported	-0.8%	Q4 2022
XOMExxonMobil Holdings Corp	$2.32M	0.15%	0.00%	-12.6%	Q4 2022
MAMastercard Inc	$2.14M	0.14%	0.00%	-0.8%	Q4 2022

Premium opens every quarter this fund has filed