Beaumont Financial Advisors
$1.5B Assets Reported
395 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 256,931 | $65M | 4.5% |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 647,227 | $65M | 4.5% |
| GOOGL | ALPHABET INC CAP STK CL A | 214,731 | $62M | 4.2% |
| IVV | ISHARES CORE S&P 500 ETF | 90,971 | $59M | 4.1% |
| MSFT | MICROSOFT CORP COM | 108,959 | $40M | 2.8% |
| IJH | ISHARES CORE S&P MID-CAP ETF | 565,412 | $38M | 2.6% |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 951,725 | $37M | 2.6% |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 249,133 | $36M | 2.5% |
| NVDA | NVIDIA CORPORATION COM | 206,305 | $36M | 2.5% |
| AMZN | AMAZON COM INC COM | 152,476 | $32M | 2.2% |
Track Beaumont Financial Advisors's 13F portfolio: $1.5B in reported holdings, 395 positions. Top holdings, AUM, and quarterly changes on SentiSense.