§ 13F · FUND PROFILE
Beaumont Financial Advisors, LLC.
AUM · $1.6B (13F)Positions · 383Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$71M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | 212K | $76M | 4.8% | −1% |
| 2 | AAPL | APPLE INC COM | 255K | $74M | 4.7% | −1% |
| 3 | IVV | ISHARES CORE S&P 500 ETF | 88K | $66M | 4.2% | −3% |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | 591K | $46M | 2.9% | +4% |
| 5 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 250K | $45M | 2.8% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION COM | 210K | $42M | 2.7% | +2% |
| 7 | MSFT | MICROSOFT CORP COM | 111K | $41M | 2.6% | +2% |
| 8 | SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 816K | $39M | 2.5% | −14% |
| 9 | AMZN | AMAZON COM INC COM | 151K | $36M | 2.3% | −1% |
| 10 | FFGX | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | 897K | $31M | 2.0% | +29% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 383 positions.
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