Beaumont Financial Advisors, LLC

Name: Beaumont Financial Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001957394 · NEEDHAM, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗

Beaumont Financial Advisors, LLC reported 383 positions worth $1.57B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: GOOGL (4.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.57B

2026 Q2

Positions

383

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

31.5%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 383 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	GOOGL	ALPHABET INC CAP STK CL A	SH	$75.8M	4.83%	212,200	—	—
▸ 2	AAPL	APPLE INC COM	SH	$73.8M	4.70%	255,189	—	—
▸ 3	IVV	ISHARES CORE S&P 500 ETF	SH	$66.0M	4.20%	88,113	—	—
▸ 4	IJH	ISHARES CORE S&P MID-CAP ETF	SH	$45.5M	2.90%	590,555	—	—
▸ 5	IJT	ISHARES S&P SMALL-CAP 600 GROWTH ETF	SH	$44.6M	2.84%	249,525	—	—
▸ 6	NVDA	NVIDIA CORPORATION COM	SH	$42.0M	2.67%	209,860	—	—
▸ 7	MSFT	MICROSOFT CORP COM	SH	$41.4M	2.63%	110,877	—	—
▸ 8	SAMT	STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF	SH	$39.0M	2.48%	816,446	—	—
▸ 9	AMZN	AMAZON COM INC COM	SH	$36.1M	2.30%	151,329	—	—
▸ 10	FFGX	FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF	SH	$31.2M	1.99%	896,663	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Beaumont Financial Advisors, LLC hold as of Q2 2026?

Beaumont Financial Advisors, LLC reported 383 positions worth $1.57B in its Q2 2026 13F filing. Largest positions: GOOGL (4.8%), AAPL (4.7%), IVV (4.2%), IJH (2.9%) and IJT (2.8%).

What did Beaumont Financial Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Beaumont Financial Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.