1y return+15.1%S&P 500 +20.9%
3y return+53.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $170 against $195 in the S&P 500.2
Beaumont Financial Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc Cap Stk Cl A | $75.8M | 4.8% | −1.2% |
| AAPLApple Inc Com | $73.8M | 4.7% | |
| IVVIshares Core S&p 500 Etf | $66.0M | 4.2% | −3.1% |
| IJHIshares Core S&p Mid-cap Etf | $45.5M | 2.9% | +4.4% |
| IJTIshares S&p Small-cap 600 Growth Etf | $44.6M | 2.8% | |
| NVDANvidia Corporation Com | $42.0M | 2.7% | +1.7% |
| MSFTMicrosoft Corp Com | $41.4M | 2.6% | +1.8% |
| SAMTStrategas Macro Thematic Opportunities Etf | $39.0M | 2.5% | −14.2% |
| AMZNAmazon Com Inc Com | $36.1M | 2.3% | |
| FFGXFidelity Fundamental Global Ex-u.s. Etf | $31.2M | 2.0% | +29.1% |
| VUGVanguard Growth Etf | $29.6M | 1.9% | −1.0% |
| SGOVIshares 0-3 Month Treasury Bond Etf | $29.1M | 1.9% | −55.3% |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $28.4M | 1.8% | |
| JNJJohnson & Johnson Com | $28.2M | 1.8% | −3.4% |
| AISVistashares Artificial Intelligence Supercycle Etf | $27.3M | 1.7% | −8.8% |
| LDRTIshares Ibonds 1-5 Year Treasury Ladder Etf | $26.8M | 1.7% | +658.7% |
| VOOVanguard S&p 500 Etf | $26.2M | 1.7% | +9.0% |
| FBTCFidelity Wise Origin Bitcoin Fund | $23.1M | 1.5% | +1.7% |
| JPEFJpmorgan Equity Focus Etf | $22.9M | 1.5% | −27.4% |
| CEFSprott Asset Management LP Physical Gold An | $22.7M | 1.4% | |
| METAMeta Platforms Inc Cl A | $22.7M | 1.4% | |
| FRDMFreedom 100 Emerging Markets Etf | $22.4M | 1.4% | −1.7% |
| WCMIFirst Trust Wcm International Equity Etf | $22.4M | 1.4% | +49.5% |
| FFLCFidelity Fundamental Large Cap Core Etf | $21.9M | 1.4% | New |
| VVisa Inc Com Cl A | $21.1M | 1.3% | −1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | December 31, 2022 | +1269.2% | $42.0M |
| METAMeta Platforms Inc Cl A | December 31, 2022 | +368.1% | $22.7M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2022 | +305.0% | $75.8M |
| AMZNAmazon Com Inc Com | December 31, 2022 | +183.7% | $36.1M |
| FRDMFreedom 100 Emerging Markets Etf | December 31, 2022 | +164.4% | $22.4M |
| AISVistashares Artificial Intelligence Supercycle Etf | September 30, 2025 | +142.9% | $27.3M |
| VUGVanguard Growth Etf | December 31, 2022 | +142.5% | $29.6M |
| CEFSprott Asset Management LP Physical Gold An | December 31, 2022 | +124.4% | $22.7M |
| AAPLApple Inc Com | December 31, 2022 | +122.7% | $73.8M |
| FDNFirst Trust Dow Jones Internet Index Fund | December 31, 2022 | +115.0% | $11.5M |
Sold off last quarter
- CTASimplify Managed Futures Strategy Etf was $15.1M
- HAPVaneck Natural Resources Etf was $9.5M
- GCOWPacer Global Cash Cows Dividend Etf was $8.9M
- TAILCambria Tail Risk Etf was $8.3M
- IDEFIshares Defense Industrials Active Etf was $7.5M
- GLDMSpdr Gold Minishares Trust Of Beneficial Interest was $7.1M
- Genpact Limited ShsCUSIP G3922B107 was $3.6M
- Exxon Mobil Corp ComCUSIP 30231G102 was $2.9M
- TBUXT. Rowe Price Ultra Short-term Bond Etf was $1.9M
- FCOMFidelity Msci Communication Services Index Etf was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +2.9% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +6.2% | +8.3% |
| March 31, 2023 | +4.5% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Beaumont Financial Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1957394&type=13F-HR&dateb=&owner=include&count=40CIK 1957394
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1957394/000195739426000006/Filed August 4, 2026 · accession 0001957394-26-000006