Beaumont Financial Advisors
$1.6B 13F equity value
403 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Beaumont Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 212,200 | $76M | 4.8% |
| AAPL | APPLE INC COM | 255,189 | $74M | 4.7% |
| IVV | ISHARES CORE S&P 500 ETF | 88,113 | $66M | 4.2% |
| IJH | ISHARES CORE S&P MID-CAP ETF | 590,555 | $46M | 2.9% |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 249,525 | $45M | 2.8% |
| NVDA | NVIDIA CORPORATION COM | 209,860 | $42M | 2.7% |
| MSFT | MICROSOFT CORP COM | 110,877 | $41M | 2.6% |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 816,446 | $39M | 2.5% |
| AMZN | AMAZON COM INC COM | 151,329 | $36M | 2.3% |
| FFGX | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | 896,663 | $31M | 2.0% |
Track Beaumont Financial Advisors's 13F portfolio: $1.6B in reported holdings, 403 positions. Top holdings and quarterly changes on SentiSense.
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