Fund Holdings

Beaumont Financial Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIRST TRUST WCM INTERNATIONAL EQUITY ETF1,260,2261,422,722+162,49661,969,31178,619,1345.40%+16,649,823
SIMPLIFY MANAGED FUTURES STRATEGY ETF0501,007+501,007015,140,4281.04%+15,140,428
PACER GLOBAL CASH COWS DIVIDEND ETF0192,721+192,72108,911,4190.61%+8,911,419
CAMBRIA TAIL RISK ETF0710,791+710,79108,323,3570.57%+8,323,357
VANECK REAL ASSETS ETF193,407363,123+169,7166,755,69614,782,7431.02%+8,027,047
STATE STREET IG PUBLIC & PRIVATE CREDIT ETF27,270330,905+303,635693,0688,347,3370.57%+7,654,269
ISHARES DEFENSE INDUSTRIALS ACTIVE ETF0228,745+228,74507,484,5360.51%+7,484,536
FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF0350,934+350,93407,243,2870.50%+7,243,287
VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF204,729351,420+146,6917,732,61414,728,0121.01%+6,995,398
SALESFORCE INC COM(CRM)1,59832,050+30,452423,2715,982,8380.41%+5,559,567
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF227,016281,563+54,54720,744,71425,802,4281.77%+5,057,714
FEDERATED HERMES TOTAL RETURN BOND ETF94,281274,316+180,0352,393,8026,897,6740.47%+4,503,872
ABBOTT LABORATORIES COM23,54969,183+45,6342,950,4427,102,9730.49%+4,152,531
VANECK NATURAL RESOURCES ETF90,730130,627+39,8975,456,4769,466,5090.65%+4,010,033
JOHNSON & JOHNSON COM(JNJ)118,215115,122-3,09324,464,65128,140,3321.93%+3,675,681
ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF0140,961+140,96103,559,0680.24%+3,559,068
FREEDOM 100 EMERGING MARKETS ETF275,269313,143+37,87414,113,04417,113,2681.18%+3,000,224
FIDELITY MSCI CONSUMER STAPLES INDEX ETF4,87736,693+31,816239,9001,920,1450.13%+1,680,245
VANGUARD S&P 500 ETF30,91535,047+4,13219,387,50820,942,4951.44%+1,554,987
ISHARES S&P SMALL-CAP 600 GROWTH ETF246,098249,133+3,03534,739,21236,051,9772.48%+1,312,765
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF049,682+49,68201,204,2920.08%+1,204,292
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF049,557+49,55701,201,2720.08%+1,201,272
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF051,362+51,36201,194,6790.08%+1,194,679
ISHARES CORE S&P MID-CAP ETF561,189565,412+4,22337,038,46038,182,3042.62%+1,143,844
ISHARES CORE HIGH DIVIDEND ETF75,29875,348+509,156,99210,226,2010.70%+1,069,209
PEPSICO INC COM(PEP)98,96797,483-1,48414,203,77115,138,1881.04%+934,417
VANECK CLO ETF205,946223,533+17,58710,876,01011,780,1820.81%+904,172
PARKER-HANNIFIN CORP COM(PH)0985+9850882,1460.06%+882,146
AMERICAN ELEC PWR CO INC COM60,14359,099-1,0446,935,1357,746,6320.53%+811,497
VANECK EMERGING MARKETS BOND ETF267,715285,790+18,07513,554,42514,320,4740.98%+766,049
EXXON MOBIL CORP COM(XOM)18,03716,970-1,0672,170,5572,879,1780.20%+708,621
COSTCO WHOLESALE CORPORATION COM(COST)3,0603,286+2262,639,1323,273,8370.22%+634,705
CHEVRON CORPORATION COM(CVX)23,23120,084-3,1473,540,6964,155,3630.29%+614,667
NEXTERA ENERGY INC COM(NEE)35,16536,890+1,7252,823,0083,426,3830.24%+603,375
GRAYSCALE BITCOIN MINI TRUST ETF(BTC)99,004146,947+47,9433,834,4084,406,9280.30%+572,520
ISHARES SELECT DIVIDEND ETF56,68056,527-1537,999,7888,558,7770.59%+558,989
VISTASHARES TARGET 15 S&P 100 DISTRIBUTION ETF029,370+29,3700545,3980.04%+545,398
DEERE & CO COM(DE)4,7174,729+122,196,0622,663,8070.18%+467,745
VISTASHARES ELECTRIFICATION SUPERCYCLE ETF13,72326,547+12,824269,957643,5180.04%+373,561
FIDELITY MSCI ENERGY INDEX ETF69,72360,946-8,7771,727,0352,073,3920.14%+346,357
VANGUARD VALUE ETF33,10333,985+8826,322,3726,667,8360.46%+345,464
CIENA CORP COM NEW(CIEN)1,2911,582+291301,926614,1800.04%+312,254
THERMO FISHER SCIENTIFIC INC COM(TMO)2,0653,067+1,0021,196,7021,507,6390.10%+310,937
FIDELITY MSCI MATERIALS INDEX ETF27,74530,951+3,2061,473,5371,784,0160.12%+310,479
CONSTELLATION BRANDS INC CL A(STZ)01,918+1,9180287,7000.02%+287,700
FIDELITY MSCI UTILITIES INDEX ETF52,19753,356+1,1592,882,3263,151,7130.22%+269,387
LOCKHEED MARTIN CORP COM(LMT)1,4011,564+163677,617945,4320.06%+267,815
VANGUARD MID-CAP ETF7,8948,909+1,0152,291,1062,558,4980.18%+267,392
MARRIOTT INTL INC NEW CL A(MAR)0803+8030262,6980.02%+262,698
VERIZON COMMUNICATIONS INC COM(VZ)04,962+4,9620249,0830.02%+249,083
DELL TECHNOLOGIES INC CL C(DELL)9,3678,684-6831,179,1181,425,3050.10%+246,187
GLOBAL X SILVER MINERS ETF02,643+2,6430238,0700.02%+238,070
GILEAD SCIENCES INC COM(GILD)01,687+1,6870235,1160.02%+235,116
MARVELL TECHNOLOGY INC COM(MRVL)02,350+2,3500232,8010.02%+232,801
TEXAS PACIFIC LAND CORPORATION COM(TPL)0487+4870231,1110.02%+231,111
MERCK & CO INC COM(MRK)15,04815,089+411,583,9801,815,0360.12%+231,056
STATE STREET ENERGY SELECT SECTOR SPDR ETF6,0668,153+2,087271,211499,4530.03%+228,242
CATERPILLAR INC COM(CAT)1,9341,882-521,107,9191,333,3260.09%+225,407
L3HARRIS TECHNOLOGIES INC COM(LHX)0607+6070209,3650.01%+209,365
ONEOK INC NEW COM(OKE)02,314+2,3140209,1250.01%+209,125
ASML HLDG NV N Y REGISTRY SHS616657+41658,576867,3280.06%+208,752
FIDELITY MSCI REAL ESTATE INDEX ETF53,30160,958+7,6571,433,2641,640,3800.11%+207,116
VANGUARD TOTAL WORLD STOCK ETF01,490+1,4900206,0970.01%+206,097
U.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF04,541+4,5410201,4380.01%+201,438
GE VERNOVA INC COM(GEV)730776+46477,106677,3700.05%+200,264
VANGUARD MEGA CAP VALUE ETF01,381+1,3810200,1500.01%+200,150
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF14,59218,452+3,860771,610969,8490.07%+198,239
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR(PHYS)183,278176,322-6,9566,051,8486,248,8610.43%+197,013
VICOR CORP COM(VICR)3,7873,765-22415,055606,1650.04%+191,110
COCA COLA CO COM(KO)25,16625,410+2441,759,3721,932,4490.13%+173,077
FIDELITY MSCI INDUSTRIAL INDEX ETF18,05419,169+1,1151,489,0941,658,5020.11%+169,408
FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF689,607694,766+5,15921,005,92421,173,8361.46%+167,912
SCHWAB US DIVIDEND EQUITY ETF33,10834,949+1,841908,1481,072,2380.07%+164,090
VANECK SEMICONDUCTOR ETF6,6306,63002,387,6282,541,9060.17%+154,278
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF20,65524,380+3,7251,513,5981,660,7660.11%+147,168
MICRON TECHNOLOGY INC COM(MU)1,5631,749+186446,067590,8530.04%+144,786
VANGUARD FTSE DEVELOPED MARKETS ETF19,18920,931+1,7421,198,7451,341,2530.09%+142,508
CARPENTER TECHNOLOGY CORP COM(CRS)4,1933,693-5001,320,1241,455,5960.10%+135,472
TEXAS INSTRS INC COM(TXN)5,2785,380+102915,7531,044,4230.07%+128,670
CRESCENT CAP BDC INC COM010,448+10,4480126,9480.01%+126,948
VANGUARD SMALL-CAP ETF8,3198,657+3382,145,7882,267,5470.16%+121,759
PHILLIPS 66 COM(PSX)2,1672,195+28279,630399,8850.03%+120,255
VANECK URANIUM AND NUCLEAR ETF11,98512,065+801,488,5371,606,9370.11%+118,400
REVOLUTION MEDICINES INC COM(RVMD)10,5209,800-720837,893953,0200.07%+115,127
UNION PAC CORP COM(UNP)3,3943,699+305785,209897,5660.06%+112,357
CARLYLE SECURED LENDING INC COM010,030+10,0300109,7280.01%+109,728
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF24,68124,685+41,917,2502,023,6840.14%+106,434
WALMART INC COM(WMT)18,67517,570-1,1052,080,6242,183,6370.15%+103,013
MCDONALDS CORP COM(MCD)74,28773,379-90822,704,32822,805,5211.57%+101,193
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS803820+17221,138321,2570.02%+100,119
ISHARES CORE DIVIDEND GROWTH ETF199,048198,226-82213,817,88113,911,5090.96%+93,628
SPDR GOLD SHARES(GLD)2,9022,887-151,150,0921,242,2470.09%+92,155
SHELL PLC SPON ADS(SHEL)5,6205,430-190412,954504,9850.03%+92,031
APPLIED MATLS INC COM1,1761,148-28302,126392,2590.03%+90,133
INVESCO NASDAQ 100 ETF1,7722,264+492448,236537,9970.04%+89,761
DICKS SPORTING GOODS INC COM(DKS)78,62978,939+31015,566,28115,652,7801.08%+86,499
LINDE PLC SHS(LIN)9861,021+35420,516505,9970.03%+85,481
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN(CEF)586,803564,984-21,81926,875,55626,961,0141.85%+85,458
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF52,57456,111+3,5371,338,2611,421,2950.10%+83,034
SOUTHERN CO COM(SO)8,6858,705+20757,327840,2010.06%+82,874
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