Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

Beaumont Financial Advisors, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 394 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $69.2M, Microsoft Corp with a value of $63.3M, Ishares Core S&P 500 ETF with a value of $60.9M, Alphabet Inc. with a value of $56.9M, and Advisors Inn.Circle Fd Iii Str with a value of $46.9M.

Examining the 13F form we can see an increase of $90.5M in the current position value, from $1.14B to 1.24B.

Beaumont Financial Advisors, LLC is based out at Needham, DE

Below you can find more details about Beaumont Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
ETFs: $511 Million
Technology: $213 Million
Financial Services: $114 Million
Consumer Cyclical: $113 Million
Communication Services: $94.5 Million
Healthcare: $45.8 Million
Consumer Defensive: $32.4 Million
Industrials: $30 Million
Other: $32.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$69.2 Million 5.6% of portfolio
271,623
Q3 2025 Reduced 2.1%
$3.78T
$63.3 Million 5.13% of portfolio
122,258
Q3 2025 Reduced 7.57%
$1.65T
$56.9 Million 4.61% of portfolio
234,181
Q3 2025 Reduced 0.64%
$465B
$38.9 Million 3.15% of portfolio
208,618
Q3 2025 Reduced 1.38%
$2.39T
$35.4 Million 2.86% of portfolio
161,052
Q3 2025 Reduced 1.02%
$662B
$29.2 Million 2.36% of portfolio
57,983
Q3 2025 Reduced 1.14%
$1.37T
$26.9 Million 2.17% of portfolio
36,567
Q3 2025 Reduced 0.31%
$51.1B
$24.6 Million 1.99% of portfolio
274,368
Q3 2025 Reduced 4.05%
$522B
$23.2 Million 1.88% of portfolio
125,208
Q3 2025 Reduced 0.21%
$140B
$23 Million 1.86% of portfolio
91,656
Q3 2025 Reduced 0.16%
$224B
$22.6 Million 1.83% of portfolio
74,292
Q3 2025 Reduced 1.46%
$533B
$21.7 Million 1.76% of portfolio
63,619
Q3 2025 Reduced 1.64%
$0
$21.5 Million 1.74% of portfolio
584,767
Q3 2025 Reduced 0.01%
$12B
$18.3 Million 1.48% of portfolio
82,486
Q3 2025 Reduced 0.79%
$204B
$14.5 Million 1.18% of portfolio
103,392
Q3 2025 Reduced 1.52%
$139B
$10.5 Million 0.85% of portfolio
31,721
Q3 2025 Added 0.01%
$62.3B
$6.75 Million 0.55% of portfolio
60,031
Q3 2025 Added 1.95%
$1.74T
$6.82 Million 0.55% of portfolio
28,020
Q3 2025 Reduced 0.85%
$881B
$6.4 Million 0.52% of portfolio
20,276
Q3 2025 Reduced 1.15%
$170B
$5.51 Million 0.45% of portfolio
38,119
Q3 2025 Reduced 2.89%
$303B
$5.34 Million 0.43% of portfolio
34,364
Q3 2025 Reduced 3.67%
$43.4B
$5.24 Million 0.42% of portfolio
29,791
Q3 2025 Added 1.08%
$0
$5.04 Million 0.41% of portfolio
170,064
Q2 2025 Reduced 1.76%
$132B
$5.07 Million 0.41% of portfolio
20,530
Q3 2025 Added 9.64%
$404B
$4.58 Million 0.37% of portfolio
4,949
Q3 2025 Reduced 3.47%
$367B
$4.39 Million 0.36% of portfolio
10,840
Q3 2025 Reduced 1.27%
$413B
$4.24 Million 0.34% of portfolio
82,188
Q3 2025 Reduced 1.6%
$971B
$3.66 Million 0.3% of portfolio
4,791
Q3 2025 Added 6.54%
$94.5B
$3.57 Million 0.29% of portfolio
10,468
Q3 2025 Reduced 3.07%
$237B
$3.3 Million 0.27% of portfolio
20,356
Q3 2025 Reduced 0.76%
$593B
$3.17 Million 0.26% of portfolio
11,289
Q3 2025 Reduced 0.88%
$346B
$2.88 Million 0.23% of portfolio
18,735
Q3 2025 Reduced 2.59%
$255B
$2.81 Million 0.23% of portfolio
8,445
Q3 2025 Reduced 2.16%
$8.24B
$2.87 Million 0.23% of portfolio
68,623
Q3 2025 New
$228B
$2.74 Million 0.22% of portfolio
20,451
Q3 2025 Added 4.09%
$168B
$2.59 Million 0.21% of portfolio
34,282
Q3 2025 Reduced 1.58%
$414B
$2.57 Million 0.21% of portfolio
11,085
Q3 2025 Reduced 0.22%
$266B
$2.42 Million 0.2% of portfolio
8,567
Q3 2025 Reduced 7.12%
$11.6B
$2.37 Million 0.19% of portfolio
65,000
Q2 2025 Reduced 0.02%
$490B
$2.32 Million 0.19% of portfolio
20,542
Q3 2025 Reduced 12.57%
$512B
$2.14 Million 0.17% of portfolio
3,757
Q3 2025 Reduced 0.84%
$144B
$2.13 Million 0.17% of portfolio
4,650
Q3 2025 Reduced 0.83%
$187B
$2.08 Million 0.17% of portfolio
12,485
Q3 2025 Added 13.48%
$279B
$1.92 Million 0.16% of portfolio
18,641
Q3 2025 Added 12.46%
$235B
$1.91 Million 0.15% of portfolio
22,743
Q3 2025 Added 12.76%
$0
$1.71 Million 0.14% of portfolio
108,753
Q3 2025 Added 26.65%
$1.29T
$1.72 Million 0.14% of portfolio
3,863
Q3 2025 Added 4.12%
$3.13B
$1.73 Million 0.14% of portfolio
95,227
Q3 2025 Added 0.47%
$306B
$1.68 Million 0.14% of portfolio
25,269
Q3 2025 Added 5.88%

Summary

  • Portfolio
  • No. of Stocks 394
  • Current Value $1.24 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
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