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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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