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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$69.9 Million 5.65% of portfolio
261,269
Q4 2025 Reduced 3.81%
$1.65T
$61.5 Million 4.97% of portfolio
222,512
Q4 2025 Reduced 4.98%
$3.78T
$55 Million 4.44% of portfolio
108,352
Q4 2025 Reduced 11.37%
$465B
$38.3 Million 3.1% of portfolio
205,479
Q4 2025 Reduced 1.5%
$2.39T
$36.3 Million 2.93% of portfolio
154,701
Q4 2025 Reduced 3.94%
$662B
$29.1 Million 2.35% of portfolio
57,227
Q4 2025 Reduced 1.3%
$1.37T
$24.8 Million 2.0% of portfolio
40,629
Q4 2025 Added 11.11%
$522B
$23.6 Million 1.91% of portfolio
118,215
Q4 2025 Reduced 5.59%
$0
$22.9 Million 1.85% of portfolio
586,803
Q4 2025 Added 0.35%
$224B
$22.7 Million 1.83% of portfolio
74,287
Q4 2025 Reduced 0.01%
$533B
$20.5 Million 1.65% of portfolio
62,789
Q4 2025 Reduced 1.3%
$140B
$20.1 Million 1.63% of portfolio
89,408
Q4 2025 Reduced 2.45%
$51.1B
$20 Million 1.62% of portfolio
271,467
Q4 2025 Reduced 1.06%
$12B
$17 Million 1.37% of portfolio
78,629
Q4 2025 Reduced 4.68%
$204B
$14.6 Million 1.18% of portfolio
98,967
Q4 2025 Reduced 4.28%
$1.74T
$8.16 Million 0.66% of portfolio
28,584
Q4 2025 Added 2.01%
$0
$5.71 Million 0.46% of portfolio
183,278
Q4 2025 Added 7.77%
$43.4B
$5.41 Million 0.44% of portfolio
32,070
Q4 2025 Added 7.65%
$881B
$5.04 Million 0.41% of portfolio
16,771
Q4 2025 Reduced 17.29%
$170B
$4.87 Million 0.39% of portfolio
33,350
Q4 2025 Reduced 12.51%
$971B
$4.8 Million 0.39% of portfolio
4,701
Q4 2025 Reduced 1.88%
$139B
$4.68 Million 0.38% of portfolio
13,662
Q4 2025 Reduced 56.93%
$8.24B
$3.68 Million 0.3% of portfolio
82,048
Q4 2025 Added 19.56%
$413B
$3.77 Million 0.3% of portfolio
73,160
Q4 2025 Reduced 10.98%
$94.5B
$3.53 Million 0.29% of portfolio
10,256
Q4 2025 Reduced 2.03%
$303B
$3.6 Million 0.29% of portfolio
23,231
Q4 2025 Reduced 32.4%
$112B
$3.3 Million 0.27% of portfolio
90,501
Q4 2025 Reduced 65.45%
$237B
$3.28 Million 0.26% of portfolio
21,445
Q4 2025 Added 5.35%
$228B
$3.06 Million 0.25% of portfolio
23,549
Q4 2025 Added 15.15%
$168B
$3.02 Million 0.24% of portfolio
35,165
Q4 2025 Added 2.58%
$255B
$2.87 Million 0.23% of portfolio
8,406
Q4 2025 Reduced 0.46%
$404B
$2.79 Million 0.23% of portfolio
3,060
Q4 2025 Reduced 38.17%
$346B
$2.61 Million 0.21% of portfolio
17,866
Q4 2025 Reduced 4.64%
$367B
$2.42 Million 0.2% of portfolio
6,765
Q4 2025 Reduced 37.59%
$266B
$2.42 Million 0.2% of portfolio
8,157
Q4 2025 Reduced 4.79%
$593B
$2.44 Million 0.2% of portfolio
11,092
Q4 2025 Reduced 1.75%
$11.6B
$2.33 Million 0.19% of portfolio
65,000
Q2 2025 Reduced 0.02%
$144B
$2.25 Million 0.18% of portfolio
4,717
Q4 2025 Added 1.44%
$0
$2.26 Million 0.18% of portfolio
134,878
Q4 2025 Added 24.02%
$187B
$2.1 Million 0.17% of portfolio
12,594
Q4 2025 Added 0.87%
$490B
$2.12 Million 0.17% of portfolio
18,037
Q4 2025 Reduced 12.19%
$279B
$1.92 Million 0.16% of portfolio
18,675
Q4 2025 Added 0.18%
$414B
$1.93 Million 0.16% of portfolio
8,261
Q4 2025 Reduced 25.48%
$512B
$1.9 Million 0.15% of portfolio
3,536
Q4 2025 Reduced 5.88%
$306B
$1.78 Million 0.14% of portfolio
25,166
Q4 2025 Reduced 0.41%
$388B
$1.73 Million 0.14% of portfolio
7,195
Q4 2025 Added 4.03%
$1.29T
$1.63 Million 0.13% of portfolio
3,981
Q4 2025 Added 3.05%
$3.13B
$1.63 Million 0.13% of portfolio
92,605
Q4 2025 Reduced 2.75%
$258B
$1.54 Million 0.12% of portfolio
8,761
Q4 2025 Reduced 17.54%

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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