Q3 2026 13F · SEC CIK 1957394

Beaumont Financial Advisors, LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 383
Top holdings a year, 3 yrs: +16.6%
Assets under management: $3.8B

Beaumont Financial Advisors, LLC is a wealth manager that reported 383 positions worth $1.6B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Apple Inc (AAPL, 5.3%), Alphabet Inc (GOOGL, 4.5%), Ishares Tr (IVV, 4.2%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Beaumont Financial Advisors, LLC holdings largest 50 of 383 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Beaumont Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	5.3%	4.7%	252,033	-1.2%	$83.9M
GOOGLAlphabet Inc	4.5%	4.8%	208,809	-1.6%	$71.8M
IVVIshares Tr	4.2%	4.2%	86,888	-1.4%	$66.5M
MSFTMicrosoft Corp	3.6%	2.6%	110,387	-0.4%	$56.6M
NVDANvidia Corporation	3.0%	2.7%	210,404	+0.3%	$48.1M
IJHIshares Tr	2.7%	2.9%	593,452	+0.5%	$42.7M
IJTIshares Tr	2.5%	2.8%	250,003	+0.2%	$40.1M
AMZNAmazon Com Inc	2.4%	2.3%	150,541	-0.5%	$37.5M
SAMTStrategas Macro Thematicopportunities Et	2.2%	2.5%	842,555	+3.2%	$35.1M
FBTCFidelity Wise Origin Bitcoin	2.1%	1.5%	456,587	+0.8%	$33.2M
LDRTIshares Tr	2.0%	1.7%	1,303,923	+21.9%	$32.1M
VUGVanguard Index Fds	1.9%	1.9%	341,877	-0.5%	$30.8M
JNJJohnson & Johnson	1.8%	1.8%	110,549	-0.6%	$29.3M
METAMeta Platforms Inc	1.8%	1.4%	40,013	-0.6%	$29.0M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.8%	56,150	-1.2%	$28.0M
SGOVIshares Tr	1.7%	1.9%	273,127	-5.5%	$27.5M
VOOVanguard Index Fds	1.7%	1.7%	38,186	-0.1%	$26.8M
TEQIT Rowe Price Exchange-Traded	1.5%	—	478,803	—	$24.2M
CEFSprott Asset Management LP	1.5%	1.4%	562,378	-0.3%	$23.4M
FMILFidelity Covington Trust	1.4%	1.4%	378,715	+1.9%	$22.4M
VVisa Inc	1.4%	1.3%	60,664	-1.5%	$21.8M
FRDMEa Series Trust	1.3%	1.4%	296,627	-3.7%	$20.8M
FELCFidelity Covington Trust	1.2%	—	453,294	—	$19.6M
BILSpdr Series Trust	1.2%	1.3%	213,188	-6.7%	$19.5M
AISTidal Trust III	1.2%	1.7%	254,297	-20.6%	$19.0M
MCDMcdonalds Corp	1.1%	1.3%	72,704	-0.8%	$16.8M
GCOWPacer Global Cash Cows Dividend ETF	1.0%	—	364,849	—	$16.3M
EMBXVaneck Fds	1.0%	1.1%	321,742	-0.5%	$15.9M
GBTCGrayscale Bitcoin Trust ETF	1.0%	0.7%	242,947	-2.7%	$15.7M
DGROIshares Tr	0.9%	1.0%	198,417	-1.2%	$15.0M
FFGXFidelity Fundamental Global Ex-U.s. ETF	0.9%	2.0%	428,045	-52.3%	$14.5M
WCMIFirst Tr Exchange-Traded Fd	0.9%	1.4%	728,843	-36.4%	$13.9M
CLOIVaneck Clo ETF	0.9%	0.9%	261,852	+2.9%	$13.9M
RDVIFirst Tr Exchange-Traded Fd	0.9%	0.9%	492,160	-2.9%	$13.7M
RAAXVaneck ETF Trust	0.9%	0.9%	342,327	-3.0%	$13.6M
FDNFirst Tr Exchange-Traded Fd	0.8%	0.7%	42,664	-1.7%	$12.3M
ACYSFirst Tr Exchange-Traded Fd	0.8%	—	587,873	—	$12.1M
PEPPepsico Inc	0.7%	0.8%	93,957	-3.1%	$11.9M
XNTKSpdr Series Trust	0.7%	0.8%	30,817	+1.7%	$11.8M
HDVIshares Tr	0.7%	0.7%	377,816	+0.8%	$10.6M
DKSDicks Sporting Goods Inc	0.6%	1.1%	76,553	-1.3%	$10.3M
GOOGAlphabet Inc	0.6%	0.6%	28,872	+0.6%	$9.8M
JGROJ P Morgan Exchange Traded F	0.6%	0.6%	100,407	+2.4%	$9.7M
HAPVaneck ETF Trust	0.6%	—	128,284	—	$9.4M
JPIEJpmorgan Income ETF	0.6%	—	203,808	—	$9.1M
GMOIGmo International Value ETF	0.6%	0.5%	227,694	+13.9%	$9.0M
GSSTGoldman Sachs ETF Tr	0.6%	—	177,007	—	$8.9M
DVYIshares Tr	0.5%	0.6%	56,996	+2.3%	$8.7M
APLUAllspring Core Plus ETF	0.5%	1.1%	360,802	-50.5%	$8.4M
SCIOFirst Tr Exchange-Traded Fd	0.5%	0.6%	410,246	-3.9%	$8.2M

What Beaumont Financial Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.2% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.6B	383
Q2 2026	$1.6B	383
Q1 2026	$1.5B	369
Q4 2025	$1.5B	371
Q3 2025	$1.5B	394
Q2 2025	$1.4B	378
Q1 2025	$1.3B	368
Q4 2024	$1.3B	369
Q3 2024	$1.3B	349
Q2 2024	$1.3B	365
Q1 2024	$1.2B	364
Q4 2023	$1.1B	340

Questions about Beaumont Financial Advisors, LLC's portfolio

What stocks does Beaumont Financial Advisors, LLC own?

Beaumont Financial Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 383 positions worth $1.6B. The largest are Apple Inc (AAPL) at 5.3%, Alphabet Inc (GOOGL) at 4.5%, Ishares Tr (IVV) at 4.2%, Microsoft Corp (MSFT) at 3.6% and Nvidia Corporation (NVDA) at 3.0%.

What did Beaumont Financial Advisors, LLC buy last quarter?

In Q3 2026, Beaumont Financial Advisors, LLC added Ishares Tr (LDRT) (+21.9% shares) and Gmo International Value ETF (GMOI) (+13.9% shares), compared with its Q2 2026 filing.

What did Beaumont Financial Advisors, LLC sell last quarter?

In Q3 2026, Beaumont Financial Advisors, LLC cut from its top 50 J P Morgan Exchange Traded F (JPEF), cut from its top 50 Tidal Trust III (POW), cut from its top 50 First Tr Exchange Traded Fd (AIRR), cut from its top 50 Ssga Active Tr (PRIV), cut from its top 50 Federated Hermes ETF Trust (FTRB), Fidelity Fundamental Global Ex-U.s. ETF (FFGX) (-52.3% shares), Allspring Core Plus ETF (APLU) (-50.5% shares) and First Tr Exchange-Traded Fd (WCMI) (-36.4% shares), compared with its Q2 2026 filing.

How has Beaumont Financial Advisors, LLC's portfolio performed?

A portfolio copying Beaumont Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.2% against +20.1%.

When is Beaumont Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Beaumont Financial Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Beaumont Financial Advisors, LLC manage?

Beaumont Financial Advisors, LLC reported $3.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.