Beaumont Financial Advisors, LLC - Portfolio Stock Holdings
Beaumont Financial Advisors, LLC disclosed 403 stock positions in a recent SEC 13F filing. $1,570,646,304 of stock holdings were filed, with the largest holdings including GOOGL, AAPL, and IVV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $3,758,573,501 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
403Est. Stock Holding Value:
$1,570,646,304Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Beaumont Financial Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...