Beaumont Financial Advisors, LLC

DOSSIER · 13F-HR · Q1 2026

Beaumont Financial Advisors, LLC

$1.5B in tracked AUM across 369 positions as of Q1 2026.

BF

CIK 0001957394 · last filed Mar 31, 2026

Total AUM

$1.5B

as of Q1 2026

Holdings

369

—

positions

Whale Score

54

54

tracked

Activity

—

no data

changes this Q

AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

AAPL

APPLE INC COM

$65M257K4.5%02

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

$65M647K4.5%03

GOOGL

ALPHABET INC CAP STK CL A

$62M215K4.2%04

IVV

ISHARES CORE S&P 500 ETF

$59M91K4.1%05

MSFT

MICROSOFT CORP COM

$40M109K2.8%06

IJH

ISHARES CORE S&P MID-CAP ETF

$38M565K2.6%07

SAMT

STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF

$37M952K2.6%08

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF