StockDriftsStockDriftsTop 50 Beaumont Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 4.83% | 212.2K | $75.8M | -1.18%(-2.53K) | $93.02(+270.58%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 4.7% | 255.2K | $73.8M | -0.68%(-1.74K) | $134.06(+127.79%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.2% | 88.1K | $66.0M | -3.14%(-2.86K) | $416.99(+86.80%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.9% | 590.6K | $45.5M | +4.45%(+25.14K) | $48.65(+61.46%) | 2026-06-30 | |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2.84% | 249.5K | $44.6M | +0.16%(+392) | $114.40(+55.79%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.67% | 209.9K | $42.0M | +1.72%(+3.56K) | $33.70(+570.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.63% | 110.9K | $41.4M | +1.76%(+1.92K) | $242.32(+100.59%) | 2026-06-30 | |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 2.48% | 816.4K | $39.0M | -14.21%(-135.28K) | $28.57(+53.76%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.3% | 151.3K | $36.1M | -0.75%(-1.15K) | $99.71(+163.30%) | 2026-06-30 | |
| FFGX | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | 1.99% | 896.7K | $31.2M | +29.06%(+201.90K) | $28.45(+23.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.04% | +52.23% | — | — | +69.42% |
| Top 20 Holdings Unweighted | +14.52% | +50.18% | — | — | +70.33% |
Beaumont Financial Advisors, LLC reports $1.57B in US-listed equity holdings across 383 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (4.8%), AAPL (4.7%) and IVV (4.2%). The top 20 holdings account for 48.37% of reported assets. Its disclosed equity book has returned +52.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beaumont Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1957394). View Beaumont Financial Advisors, LLC’s 13F filings on SEC