§ 13F · FUND PROFILE
Beaumont Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1382.2T (13F)Positions · 378Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 261K | $71.0T | 4.7% | −4% |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 223K | $69.6T | 4.6% | −5% |
| 3 | IVV | ISHARES CORE S&P 500 ETF | 91K | $62.2T | 4.1% | ±0% |
| 4 | MSFT | MICROSOFT CORP COM | 108K | $52.4T | 3.5% | −11% |
| 5 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 480K | $48.2T | 3.2% | — |
| 6 | SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 1.03M | $39.7T | 2.6% | −18% |
| 7 | JPEF | JPMORGAN EQUITY FOCUS ETF | 513K | $38.3T | 2.5% | −1% |
| 8 | NVDA | NVIDIA CORPORATION COM | 205K | $38.3T | 2.5% | −2% |
| 9 | IJH | ISHARES CORE S&P MID-CAP ETF | 561K | $37.0T | 2.4% | −1% |
| 10 | AMZN | AMAZON COM INC COM | 155K | $35.7T | 2.4% | −4% |
§ 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 $1382187.0 trillion in assets. The fund runs a broad portfolio of 378 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed