What does Beaumont Financial Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Beaumont Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC COM

$65M257K4.5%

ISHARES 0-3 MONTH TREASURY BOND ETF

$65M647K4.5%

ALPHABET INC CAP STK CL A

$62M215K4.2%

ISHARES CORE S&P 500 ETF

$59M91K4.1%

MICROSOFT CORP COM

$40M109K2.8%

ISHARES CORE S&P MID-CAP ETF

$38M565K2.6%

STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF

$37M952K2.6%

ISHARES S&P SMALL-CAP 600 GROWTH ETF

$36M249K2.5%

NVIDIA CORPORATION COM

$36M206K2.5%

AMAZON COM INC COM

$32M152K2.2%

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