§ 13F · FUND PROFILE
Beaumont Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 394Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$58M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 257K | $65M | 4.5% | −2% |
| 2 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 647K | $65M | 4.5% | +35% |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | 215K | $62M | 4.2% | −3% |
| 4 | IVV | ISHARES CORE S&P 500 ETF | 91K | $59M | 4.1% | ±0% |
| 5 | MSFT | MICROSOFT CORP COM | 109K | $40M | 2.8% | +1% |
| 6 | IJH | ISHARES CORE S&P MID-CAP ETF | 565K | $38M | 2.6% | +1% |
| 7 | SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 952K | $37M | 2.6% | −8% |
| 8 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 249K | $36M | 2.5% | +1% |
| 9 | NVDA | NVIDIA CORPORATION COM | 206K | $36M | 2.5% | ±0% |
| 10 | AMZN | AMAZON COM INC COM | 152K | $32M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEAUMONT SIGNAL
AC read
Beaumont Financial Advisors, LLC is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 394 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed