Beaumont Financial Advisors, LLC — 13F holdings

Beaumont Financial Advisors, LLC reported 383 holdings worth $1.59B in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. AAPL APPLE INC — $83.9M (5.3%)
  2. GOOGL ALPHABET INC — $71.8M (4.5%)
  3. IVV ISHARES TR — $66.5M (4.2%)
  4. MSFT MICROSOFT CORP — $56.6M (3.6%)
  5. NVDA NVIDIA CORPORATION — $48.1M (3.0%)
  6. IJH ISHARES TR — $42.7M (2.7%)
  7. IJT ISHARES TR — $40.1M (2.5%)
  8. AMZN AMAZON COM INC — $37.5M (2.4%)
  9. SAMT ADVISORS INNER CIRCLE FD III — $35.1M (2.2%)
  10. FBTC FIDELITY WISE ORIGIN BITCOIN — $33.2M (2.1%)