Beaumont Financial Advisors, LLC - Portfolio Stock Holdings
Beaumont Financial Advisors, LLC disclosed 404 stock positions in a recent SEC 13F filing. $1,590,822,354 of stock holdings were filed, with the largest holdings including AAPL, GOOGL, and IVV. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
404Est. Stock Holding Value:
$1,590,822,354Top Stock Holdings By Sector
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Portfolio Stock Holdings - Beaumont Financial Advisors, LLC
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% of Portfolio
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