StockDriftsStockDriftsTop 50 Beaumont Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.28% | 252.0K | $83.9M | -1.24%(-3.16K) | $134.06(+159.74%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.52% | 208.8K | $71.8M | -1.60%(-3.39K) | $93.02(+248.54%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.18% | 86.9K | $66.5M | -1.39%(-1.23K) | $416.99(+84.04%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 3.56% | 110.4K | $56.6M | -0.44%(-490) | $242.32(+115.04%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.02% | 210.4K | $48.1M | +0.26%(+544) | $34.17(+521.04%) | 2026-09-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.68% | 593.5K | $42.7M | +0.49%(+2.90K) | $48.78(+49.25%) | 2026-09-30 | |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2.52% | 250.0K | $40.1M | +0.19%(+478) | $114.50(+41.31%) | 2026-09-30 | |
| AMZN | AMAZON COM INC COM | 2.36% | 150.5K | $37.5M | -0.52%(-788) | $99.71(+151.11%) | 2026-09-30 | |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 2.21% | 842.6K | $35.1M | +3.20%(+26.11K) | $29.07(+41.69%) | 2026-09-30 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 2.08% | 456.6K | $33.2M | +0.79%(+3.58K) | $57.24(+23.58%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.62% | +62.72% | — | — | +77.58% |
| Top 20 Holdings Unweighted | +17.67% | +62.93% | — | — | +79.79% |
Beaumont Financial Advisors LLC reports $1.59B in US-listed equity holdings across 383 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.3%), GOOGL (4.5%) and IVV (4.2%). The top 20 holdings account for 49.6% of reported assets. Its disclosed equity book has returned +62.72% on a three-year cumulative basis. Figures reflect the Q3 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