Q2 2026 13F · SEC CIK 1957394

Beaumont Financial Advisors, LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 383
Top holdings a year, 3 yrs: +16.6%
Assets under management: $3.8B

Beaumont Financial Advisors, LLC is a wealth manager that reported 383 positions worth $1.6B in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Alphabet Inc (GOOGL, 4.8%), Apple Inc (AAPL, 4.7%), Ishares Core S&p 500 ETF (IVV, 4.2%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Beaumont Financial Advisors, LLC holdings largest 50 of 383 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Beaumont Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	4.8%	4.2%	212,200	-1.2%	$75.8M
AAPLApple Inc	4.7%	4.5%	255,189	-0.7%	$73.8M
IVVIshares Core S&p 500 ETF	4.2%	4.1%	88,113	-3.1%	$66.0M
IJHIshares Tr	2.9%	2.6%	590,555	+4.4%	$45.5M
IJTIshares Tr	2.8%	2.5%	249,525	+0.2%	$44.6M
NVDANvidia Corporation Com	2.7%	2.5%	209,860	+1.7%	$42.0M
MSFTMicrosoft Corp	2.6%	2.8%	110,877	+1.8%	$41.4M
SAMTStrategas Macro Thematic Opportunities E	2.5%	2.6%	816,446	-14.2%	$39.0M
AMZNAmazon Com Inc Com	2.3%	2.2%	151,329	-0.8%	$36.1M
FFGXFidelity Fundamental Global Ex-U.s. ETF	2.0%	1.5%	896,663	+29.1%	$31.2M
VUGVanguard Indx Fd	1.9%	1.7%	343,561	+493.8%	$29.6M
SGOViShares 0-3 Month Treasury Bon	1.9%	4.5%	289,113	-55.3%	$29.1M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.9%	56,832	+0.2%	$28.4M
JNJJohnson & Johnson	1.8%	1.9%	111,216	-3.4%	$28.2M
AISVistashares Artificial Intelligence Supe	1.7%	1.0%	320,441	-8.8%	$27.3M
LDRTIshares Ibonds 1-5 Year Treasury Ladder	1.7%	—	1,069,444	—	$26.8M
VOOVanguard S&p 500 ETF	1.7%	1.4%	38,216	+9.0%	$26.2M
FBTCFidelity Wise Origin Bitcoin	1.5%	1.8%	453,008	+1.7%	$23.1M
JPEFJPMorgan Equity Focus ETF Total	1.5%	1.9%	285,193	-27.4%	$22.9M
CEFSprott Asset Management LP	1.4%	1.9%	563,859	-0.2%	$22.7M
METAMeta Platforms Inc Class A	1.4%	1.6%	40,252	+0.4%	$22.7M
FRDMEa Series Trust	1.4%	1.2%	307,898	-1.7%	$22.4M
WCMIFirst Trust	1.4%	0.9%	1,146,836	+49.5%	$22.4M
FMILFidelity Fundamental Large Cap Core ETF	1.4%	—	371,527	—	$21.9M
VVisa Inc Com Cl A	1.3%	1.3%	61,574	-1.8%	$21.1M
BILSPDR Brcy1-3 Ser	1.3%	1.8%	228,445	-18.9%	$20.9M
MCDMcdonalds Corp Com	1.3%	1.6%	73,325	-0.1%	$19.8M
APLUAllspring Core Plus ETF	1.1%	1.2%	729,424	+2.5%	$17.9M
DKSDicks Sporting Goods Inc Com	1.1%	1.1%	77,555	-1.8%	$17.6M
EMBXVaneck Emerging Markets Bond ETF	1.1%	1.0%	323,198	+13.1%	$16.6M
DGROIshares Core Dividend Growth ETF	1.0%	1.0%	200,797	+1.3%	$15.2M
RDVIFirst Trust	0.9%	0.9%	506,641	+0.3%	$14.9M
RAAXVaneck ETF Trust	0.9%	1.0%	352,968	-2.8%	$14.0M
CLOIVaneck ETF Trust	0.9%	0.8%	254,492	+13.8%	$13.5M
POWVistashares Electrification Supercycle E	0.8%	—	424,682	—	$13.2M
PEPPepsico Inc	0.8%	1.0%	96,971	-0.5%	$13.1M
XNTKState Street Spdr Nyse Technology ETF	0.8%	—	30,309	—	$11.8M
FDNFirst Tr Exchange-Traded Fd	0.7%	0.7%	43,410	-1.7%	$11.5M
GBTCGrayscale Bitcoin Trust ETF	0.7%	0.9%	249,612	-3.5%	$11.4M
AIRRFirst Tr Exchange Traded Fd	0.7%	—	81,672	—	$10.9M
HDVIshares Tr	0.7%	0.7%	374,778	+397.4%	$10.3M
GOOGAlphabet Inc	0.6%	0.6%	28,709	-2.5%	$10.1M
PRIVSsga Active Tr	0.6%	0.6%	389,109	+17.6%	$9.8M
JGROJ P Morgan Exchange Traded F	0.6%	0.6%	98,027	-1.2%	$9.7M
SCIOFirst Tr Exchange-Traded Fd	0.6%	0.5%	427,102	+21.7%	$8.8M
DVYiShares Select Dividend ETF Total	0.6%	0.6%	55,713	-1.4%	$8.7M
FTRBFederated Hermes Total Return Bond ETF	0.5%	—	326,633	—	$8.2M
MOATVaneck ETF Trust	0.5%	0.5%	77,701	-3.2%	$8.1M
AEPAmerican Elec Pwr Co Inc	0.5%	0.5%	58,993	-0.2%	$8.1M
GMOIGmo International Value ETF	0.5%	—	199,831	—	$7.5M

What Beaumont Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.2% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	383
Q1 2026	$1.5B	369
Q4 2025	$1.5B	371
Q3 2025	$1.5B	394
Q2 2025	$1.4B	378
Q1 2025	$1.3B	368
Q4 2024	$1.3B	369
Q3 2024	$1.3B	349
Q2 2024	$1.3B	365
Q1 2024	$1.2B	364
Q4 2023	$1.1B	340
Q3 2023	$1.0B	323

Questions about Beaumont Financial Advisors, LLC's portfolio

What stocks does Beaumont Financial Advisors, LLC own?

Beaumont Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 383 positions worth $1.6B. The largest are Alphabet Inc (GOOGL) at 4.8%, Apple Inc (AAPL) at 4.7%, Ishares Core S&p 500 ETF (IVV) at 4.2%, Ishares Tr (IJH) at 2.9% and Ishares Tr (IJT) at 2.8%.

What did Beaumont Financial Advisors, LLC buy last quarter?

In Q2 2026, Beaumont Financial Advisors, LLC added Vanguard Indx Fd (VUG) (+493.8% shares), Ishares Tr (HDV) (+397.4% shares) and First Trust (WCMI) (+49.5% shares), compared with its Q1 2026 filing.

What did Beaumont Financial Advisors, LLC sell last quarter?

In Q2 2026, Beaumont Financial Advisors, LLC cut from its top 50 Lowes Cos Inc (LOW), cut from its top 50 Simplify Managed Futures Strategy ETF (CTA), cut from its top 50 Vaneck ETF Trust (HAP), cut from its top 50 Pacer Fds Tr (GCOW), cut from its top 50 Cambria Tail Risk ETF (TAIL), iShares 0-3 Month Treasury Bon (SGOV) (-55.3% shares), JPMorgan Equity Focus ETF Total (JPEF) (-27.4% shares) and SPDR Brcy1-3 Ser (BIL) (-18.9% shares), compared with its Q1 2026 filing.

How has Beaumont Financial Advisors, LLC's portfolio performed?

A portfolio copying Beaumont Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.2% against +20.1%.

When is Beaumont Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Beaumont Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Beaumont Financial Advisors, LLC manage?

Beaumont Financial Advisors, LLC reported $3.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.