Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q4 2025

Beaumont Financial Advisors, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 371 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $69.9M, Alphabet Inc. with a value of $61.5M, Ishares Core S&P 500 ETF with a value of $61.3M, Microsoft Corp with a value of $55M, and Ishares Trishares 0 3 Mnth Tre with a value of $48.3M.

Examining the 13F form we can see an increase of $2.33M in the current position value, from $1.24B 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: $565 Million
Technology: $196 Million
Financial Services: $107 Million
Consumer Cyclical: $106 Million
Communication Services: $97.6 Million
Healthcare: $43.9 Million
Consumer Defensive: $29 Million
Industrials: $27.5 Million
Other: $25 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.3 Million 4.95% of portfolio
90,809
Q4 2025 Reduced 0.19%
$0
$48.3 Million 3.9% of portfolio
480,286
Q4 2025 Added 1,074.7%
$0
$38.2 Million 3.08% of portfolio
1,031,272
Q4 2025 Reduced 18.04%
$0
$36 Million 2.91% of portfolio
561,189
Q4 2025 Reduced 0.74%
$0
$33.8 Million 2.73% of portfolio
246,098
Q4 2025 Added 4.58%
$0
$33.1 Million 2.67% of portfolio
533,232
Q4 2025 Reduced 0.57%
$0
$28.2 Million 2.28% of portfolio
58,267
Q4 2025 Reduced 0.98%
$0
$20.8 Million 1.68% of portfolio
227,016
Q4 2025 Added 18.08%
$0
$19.1 Million 1.54% of portfolio
30,915
Q4 2025 Reduced 0.68%
$0
$13.6 Million 1.1% of portfolio
199,048
Q4 2025 Added 1.12%
$0
$13.1 Million 1.06% of portfolio
275,269
Q4 2025 Added 2.73%
$0
$12.4 Million 1.0% of portfolio
46,073
Q4 2025 Reduced 1.24%
$0
$10.9 Million 0.88% of portfolio
205,946
Q4 2025 Reduced 0.93%
$0
$9.21 Million 0.74% of portfolio
75,298
Q4 2025 Reduced 4.47%
$0
$7.97 Million 0.64% of portfolio
56,680
Q4 2025 Reduced 6.54%
$0
$7.93 Million 0.64% of portfolio
315,686
Q4 2025 Reduced 2.41%
$0
$6.95 Million 0.56% of portfolio
275,793
Q4 2025 Reduced 1.75%
$0
$6.98 Million 0.56% of portfolio
81,363
Q4 2025 Reduced 2.04%
$0
$6.74 Million 0.54% of portfolio
193,407
Q4 2025 New
$0
$6.2 Million 0.5% of portfolio
33,103
Q4 2025 Added 1.24%
$0
$5.31 Million 0.43% of portfolio
23,549
Q4 2025 Reduced 1.01%
$0
$5.34 Million 0.43% of portfolio
90,730
Q4 2025 New
$0
$4.89 Million 0.39% of portfolio
61,822
Q4 2025 Reduced 2.18%
$0
$3.86 Million 0.31% of portfolio
145,349
Q4 2025 Added 0.0%
$0
$3.8 Million 0.31% of portfolio
11,521
Q4 2025 Reduced 0.32%
$0
$3.67 Million 0.3% of portfolio
31,369
Q4 2025 Reduced 1.39%
$0
$3.77 Million 0.3% of portfolio
12,146
Q4 2025 Added 2.76%
$0
$3.3 Million 0.27% of portfolio
4,958
Q4 2025 Reduced 4.12%
$0
$3.11 Million 0.25% of portfolio
6,607
Q4 2025 Reduced 4.74%
$0
$2.99 Million 0.24% of portfolio
52,197
Q4 2025 Reduced 0.07%
$0
$2.7 Million 0.22% of portfolio
9,381
Q4 2025 Added 180.95%
$0
$2.55 Million 0.21% of portfolio
38,042
Q4 2025 Reduced 0.12%
$0
$2.32 Million 0.19% of portfolio
71,980
Q2 2025 Reduced 0.19%
$0
$2.34 Million 0.19% of portfolio
44,586
Q4 2025 Reduced 0.54%
$0
$2.27 Million 0.18% of portfolio
40,082
Q4 2025 Added 2.69%
$0
$2.29 Million 0.18% of portfolio
6,630
Q4 2025 Added 2.19%
$0
$2.27 Million 0.18% of portfolio
7,894
Q4 2025 Added 14.62%
$0
$2.1 Million 0.17% of portfolio
42,090
Q4 2025 Reduced 0.26%
$0
$2.14 Million 0.17% of portfolio
3,550
Q4 2025 Reduced 8.22%
$0
$2.08 Million 0.17% of portfolio
8,319
Q4 2025 Added 33.77%
$0
$1.96 Million 0.16% of portfolio
44,288
Q4 2025 Added 0.8%
$0
$1.94 Million 0.16% of portfolio
26,100
Q4 2025 Added 1.06%
$0
$1.8 Million 0.15% of portfolio
24,685
Q4 2025 Reduced 0.92%
$0
$1.88 Million 0.15% of portfolio
24,681
Q4 2025 Added 1.61%
$0
$1.82 Million 0.15% of portfolio
36,254
Q4 2025 Reduced 0.13%
$0
$1.88 Million 0.15% of portfolio
39,673
Q4 2025 Added 0.41%
$0
$1.75 Million 0.14% of portfolio
60,022
Q4 2025 Added 0.03%
$0
$1.77 Million 0.14% of portfolio
69,723
Q4 2025 Reduced 0.54%
$0
$1.56 Million 0.13% of portfolio
14,551
Q4 2025 Reduced 4.35%

Summary

  • Portfolio
  • No. of Stocks 371
  • Current Value $1.24 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 25 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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