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Beaumont Financial Advisors, LLC | Tormere

Beaumont Financial Advisors, LLC

Est. AUM

$1.44B

13F long equity, this entity only

Positions

366

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC COM	Stock	$65.2M	256931	4.52%	SOLE
2	ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$65.2M	647227	4.52%	SOLE
3	ALPHABET INC CAP STK CL A	Stock	$61.7M	214731	4.28%	SOLE
4	ISHARES CORE S&P 500 ETF	ETF	$59.4M	90971	4.12%	SOLE
5	MICROSOFT CORP COM	Stock	$40.3M	108959	2.80%	SOLE
6	ISHARES CORE S&P MID-CAP ETF	ETF	$38.2M	565412	2.65%	SOLE
7	STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF	ETF	$37.4M	951725	2.59%	SOLE
8	ISHARES S&P SMALL-CAP 600 GROWTH ETF	ETF	$36.1M	249133	2.50%	SOLE
9	NVIDIA CORPORATION COM	Stock	$36.0M	206305	2.50%	SOLE
10	AMAZON COM INC COM	Stock	$31.8M	152476	2.20%	SOLE
11	JPMORGAN EQUITY FOCUS ETF	ETF	$28.2M	392979	1.96%	SOLE
12	JOHNSON & JOHNSON COM	Stock	$28.1M	115122	1.95%	SOLE
13	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$27.2M	56695	1.88%	SOLE
14	SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN	CEF	$27.0M	564984	1.87%	SOLE
15	FIDELITY WISE ORIGIN BITCOIN FUND	ETF	$26.3M	445303	1.82%	SOLE
16	STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF	ETF	$25.8M	281563	1.79%	SOLE
17	VANGUARD GROWTH ETF	ETF	$25.3M	57861	1.75%	SOLE
18	META PLATFORMS INC CL A	Stock	$22.9M	40100	1.59%	SOLE
19	MCDONALDS CORP COM	Stock	$22.8M	73379	1.58%	SOLE
20	FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF	ETF	$21.2M	694766	1.47%	SOLE
21	VANGUARD S&P 500 ETF	ETF	$20.9M	35047	1.45%	SOLE
22	LOWES COS INC COM	Stock	$20.4M	86528	1.42%	SOLE
23	VISA INC COM CL A	Stock	$19.0M	62705	1.31%	SOLE
24	ALLSPRING CORE PLUS ETF	ETF	$17.6M	711322	1.22%	SOLE
25	FREEDOM 100 EMERGING MARKETS ETF	ETF	$17.1M	313143	1.19%	SOLE
26	DICKS SPORTING GOODS INC COM	Stock	$15.7M	78939	1.09%	SOLE
27	SIMPLIFY MANAGED FUTURES STRATEGY ETF	ETF	$15.1M	501007	1.05%	SOLE
28	PEPSICO INC COM	Stock	$15.1M	97483	1.05%	SOLE
29	VANECK REAL ASSETS ETF	ETF	$14.8M	363123	1.03%	SOLE
30	VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF	ETF	$14.7M	351420	1.02%	SOLE
31	VANECK EMERGING MARKETS BOND ETF	ETF	$14.3M	285790	0.99%	SOLE
32	ISHARES CORE DIVIDEND GROWTH ETF	ETF	$13.9M	198226	0.97%	SOLE
33	GRAYSCALE BITCOIN TRUST ETF	ETF	$13.7M	258734	0.95%	SOLE
34	FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	ETF	$12.9M	505227	0.90%	SOLE
35	VANECK CLO ETF	ETF	$11.8M	223533	0.82%	SOLE
36	FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$10.3M	44152	0.72%	SOLE
37	ISHARES CORE HIGH DIVIDEND ETF	ETF	$10.2M	75348	0.71%	SOLE
38	VANECK NATURAL RESOURCES ETF	ETF	$9.5M	130627	0.66%	SOLE
39	PACER GLOBAL CASH COWS DIVIDEND ETF	ETF	$8.9M	192721	0.62%	SOLE
40	ISHARES SELECT DIVIDEND ETF	ETF	$8.6M	56527	0.59%	SOLE
41	ALPHABET INC CAP STK CL C	Stock	$8.4M	29446	0.59%	SOLE
42	JPMORGAN ACTIVE GROWTH ETF	ETF	$8.4M	99246	0.58%	SOLE
43	STATE STREET IG PUBLIC & PRIVATE CREDIT ETF	ETF	$8.3M	330905	0.58%	SOLE
44	CAMBRIA TAIL RISK ETF	ETF	$8.3M	710791	0.58%	SOLE
45	VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$7.8M	80248	0.54%	SOLE
46	AMERICAN ELEC PWR CO INC COM	Stock	$7.7M	59099	0.54%	SOLE
47	ISHARES DEFENSE INDUSTRIALS ACTIVE ETF	ETF	$7.5M	228745	0.52%	SOLE
48	FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF	ETF	$7.2M	350934	0.50%	SOLE
49	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	ETF	$7.1M	77062	0.50%	SOLE
50	ABBOTT LABORATORIES COM	Stock	$7.1M	69183	0.49%	SOLE

1–50 of 366

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.