13F Insight
DOSSIER · 13F-HR · Q3 2026

Beaumont Financial Advisors, LLC

$1.6B in tracked AUM across 383 positions as of Q3 2026.

BF
CIK 0001957394 · last filed Sep 30, 2026
Total AUM
$1.6B
as of Q3 2026
Holdings
383
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Beaumont Financial Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$84M252K5.3%02
GOOGL
ALPHABET INC CAP STK CL A
$72M209K4.5%03
IVV
ISHARES CORE S&P 500 ETF
$67M87K4.2%04
MSFT
MICROSOFT CORP COM
$57M110K3.6%05
NVDA
NVIDIA CORPORATION COM
$48M210K3.0%06
IJH
ISHARES CORE S&P MID-CAP ETF
$43M593K2.7%07
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
$40M250K2.5%08
AMZN
AMAZON COM INC COM
$38M151K2.4%09
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
$35M843K2.2%10
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
$33M457K2.1%

Filing history

2026Q3Sep 30
$1.6B▲ 1.3%
383 positionsView →2026Q2Jun 30
$1.6B▲ 7.9%
383 positionsView →2026Q1Mar 31
$1.5B▼ 4.1%
369 positionsView →2025Q4Dec 31
$1.5B▲ 1.5%
371 positionsView →2025Q3Sep 30
$1.5B▲ 8.2%
394 positionsLocked2025Q2Jun 30
$1.4B▲ 8.4%
378 positionsLocked2025Q1Mar 31
$1.3B▼ 4.3%
368 positionsLocked2024Q4Dec 31
$1.3B▲ 4.2%
369 positionsLocked2024Q3Sep 30
$1.3B▲ 2.3%
349 positionsLocked2024Q2Jun 30
$1.3B▲ 3.1%
365 positionsLocked2024Q1Mar 31
$1.2B▲ 10.6%
364 positionsLocked2023Q4Dec 31
$1.1B▲ 9.5%
340 positionsLocked
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