Beaumont Financial Advisors, LLC ETF holdings
Needham, MA
Reported $919.9M in 202 ETFs in its Form 13F for June 30, 2026.
ETF value
$919.9M
ETFs held
202
Change from prior quarter
+10.0%
With price moves
ETFs as a share of its 13F
58.6%
of $1.6B
Top 10 of 202 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $66.0M | 88,113 | −2,858 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $45.5M | 590,555 | +25,143 shares |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $44.6M | 249,525 | +392 shares |
| SAMT | Strategas Macro Thematic Opportunities ETF | $39.0M | 816,446 | −135,279 shares |
| FFGX | Fidelity Fundamental Global ex-U.S. ETF | $31.2M | 896,663 | +201,897 shares |
| VUG | Vanguard Morningstar Growth ETF | $29.6M | 343,561 | +285,700 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $29.1M | 289,113 | −358,114 shares |
| AIS | VistaShares Artificial Intelligence Supercycle ETF | $27.3M | 320,441 | −30,979 shares |
| LDRT | iShares iBonds 1-5 Year Treasury Ladder ETF | $26.8M | 1,069,444 | +928,483 shares |
| VOO | Vanguard S&P 500 ETF | $26.2M | 38,216 | +3,169 shares |
192 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001957394. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Beaumont Financial Advisors, LLC own?
Beaumont Financial Advisors, LLC reported 202 ETF positions worth $919.9M in its Form 13F for June 30, 2026. The largest was IVV, at $66.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.