Beaumont Financial Advisors, LLC

DOSSIER · 13F-HR · Q2 2026

Beaumont Financial Advisors, LLC

$1.6B in tracked AUM across 383 positions as of Q2 2026.

BF

CIK 0001957394 · last filed Jun 30, 2026

Total AUM

$1.6B

as of Q2 2026

Holdings

383

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Beaumont Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

GOOGL

ALPHABET INC CAP STK CL A

$76M212K4.8%02

AAPL

APPLE INC COM

$74M255K4.7%03

IVV

ISHARES CORE S&P 500 ETF

$66M88K4.2%04

IJH

ISHARES CORE S&P MID-CAP ETF

$46M591K2.9%05

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

$45M250K2.8%06

NVDA

NVIDIA CORPORATION COM

$42M210K2.7%07

MSFT

MICROSOFT CORP COM

$41M111K2.6%08

SAMT

STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF

$39M816K2.5%09

AMZN

AMAZON COM INC COM

$36M151K2.3%10

31609A875

FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF