Beaumont Financial Advisors, LLC - Portfolio Stock Holdings

Beaumont Financial Advisors, LLC disclosed 395 stock positions in a recent SEC 13F filing. $1,409,840,354 of stock holdings were filed, with the largest holdings including SGOV, AAPL, and GOOGL. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.

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.