Beaumont Financial Advisors, LLC holds a diversified book of 383 stocks worth $1.6B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Fidelity FNDMNTL L/C Cor ETF and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 5% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1957394/holdings"
Use Arkolith to show Beaumont Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Beaumont Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Beaumont Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 75 / 80 | $541.8B |
| LPL Financial LLC | 75 / 80 | $84.0B |
| OSAIC HOLDINGS, INC. | 75 / 80 | $17.5B |
| Steward Partners Investment Advisory, LLC | 75 / 80 | $6.9B |
| ROYAL BANK OF CANADA | 73 / 80 | $157.7B |
| Farther Finance Advisors, LLC | 73 / 80 | $3.0B |
| RAYMOND JAMES FINANCIAL INC | 72 / 80 | $98.2B |
| ENVESTNET ASSET MANAGEMENT INC | 72 / 80 | $87.8B |
Ranked by how many of Beaumont Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Cap STK CL A Stock | $75.8M | 212.2K | 4.8% | ▼−1.2% Reduced · −3K sh | |
| 2 | Apple Inc Com Stock | $73.8M | 255.2K | 4.7% | ▼−0.7% Reduced · −2K sh | |
| 3 | Ishares Core S&P 500 ETF ETF | $66.0M | 88.1K | 4.2% | ▼−3.1% Reduced · −3K sh | |
| 4 | Ishares Core S&P Mid-Cap ETF ETF | $45.5M | 590.6K | 2.9% | ▲+4.4% Added · +25K sh | |
| 5 | Ishares S&P Small-Cap 600 Growth ETF ETF | $44.6M | 249.5K | 2.8% | ▲+0.1% Added · +392 sh | |
| 6 | Nvidia Corporation Com Stock | $42.0M | 209.9K | 2.7% | ▲+1.7% Added · +4K sh | |
| 7 | Microsoft Corp Com Stock | $41.4M | 110.9K | 2.6% | ▲+1.8% Added · +2K sh | |
| 8 | Strategas Macro Thematic Opportunities ETF ETF | $39.0M | 816.4K | 2.5% | ▼−14% Reduced · −135K sh | |
| 9 | Amazon Com Inc Com Stock | $36.1M | 151.3K | 2.3% | ▼−0.8% Reduced · −1K sh | |
| 10 | Fidelity Fundamental Global Ex-U.S. ETF ETF | $31.2M | 896.7K | 2.0% | ▲+29% Added · +202K sh | |
| 11 | Vanguard Growth ETF ETF | $29.6M | 343.6K | 1.9% | ▲+494% Added · +286K sh | |
| 12 | Ishares 0-3 Month Treasury Bond ETF ETF | $29.1M | 289.1K | 1.9% | ▼−55% Reduced · −358K sh | |
| 13 | Berkshire Hathaway Inc Del CL B New Stock | $28.4M | 56.8K | 1.8% | ▲+0.2% Added · +137 sh | |
| 14 | Johnson & Johnson Com Stock | $28.2M | 111.2K | 1.8% | ▼−3.4% Reduced · −4K sh | |
| 15 | Vistashares Artificial Intelligence Supercycle ETF ETF | $27.3M | 320.4K | 1.7% | ▼−8.8% Reduced · −31K sh | |
| 16 | Ishares Ibonds 1-5 Year Treasury Ladder ETF ETF | $26.8M | 1.07M | 1.7% | ▲+659% Added · +928K sh | |
| 17 | Vanguard S&P 500 ETF ETF | $26.2M | 38.2K | 1.7% | ▲+9.0% Added · +3K sh | |
| 18 | Fidelity Wise Origin Bitcoin Fund ETF | $23.1M | 453.0K | 1.5% | ▲+1.7% Added · +8K sh | |
| 19 | JPMorgan Equity Focus ETF ETF | $22.9M | 285.2K | 1.5% | ▼−27% Reduced · −108K sh | |
| 20 | Sprott Asset Management LP Physical Gold An CEF | $22.7M | 563.9K | 1.4% | ▼−0.2% Reduced · −1K sh | |
| 21 | Meta Platforms Inc CL A Stock | $22.7M | 40.3K | 1.4% | ▲+0.4% Added · +152 sh | |
| 22 | Freedom 100 Emerging Markets ETF ETF | $22.4M | 307.9K | 1.4% | ▼−1.7% Reduced · −5K sh | |
| 23 | First Trust WCM International Equity ETF ETF | $22.4M | 1.15M | 1.4% | ▲+49% Added · +380K sh | |
| 24 | Fidelity Fundamental Large Cap Core ETF ETF | $21.9M | 371.5K | 1.4% | ▲New New position | |
| 25 | Visa Inc Com CL A Stock | $21.1M | 61.6K | 1.3% | ▼−1.8% Reduced · −1K sh | |
| 26 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF ETF | $20.9M | 228.4K | 1.3% | ▼−19% Reduced · −53K sh | |
| 27 | McDonalds Corp Com Stock | $19.8M | 73.3K | 1.3% | ▼−0.1% Reduced · −54 sh | |
| 28 | Allspring Core Plus ETF ETF | $17.9M | 729.4K | 1.1% | ▲+2.5% Added · +18K sh | |
| 29 | Dicks Sporting Goods Inc Com Stock | $17.6M | 77.6K | 1.1% | ▼−1.8% Reduced · −1K sh | |
| 30 | Vaneck Emerging Markets Bond ETF ETF | $16.6M | 323.2K | 1.1% | ▲+13% Added · +37K sh | |
| 31 | Ishares Core Dividend Growth ETF ETF | $15.2M | 200.8K | 1.0% | ▲+1.3% Added · +3K sh | |
| 32 | FT Vest Rising Dividend Achievers Target Income ETF ETF | $14.9M | 506.6K | 0.9% | ▲+0.3% Added · +1K sh | |
| 33 | Vaneck Real Assets ETF ETF | $14.0M | 353.0K | 0.9% | ▼−2.8% Reduced · −10K sh | |
| 34 | Vaneck Clo ETF ETF | $13.5M | 254.5K | 0.9% | ▲+14% Added · +31K sh | |
| 35 | Vistashares Electrification Supercycle ETF ETF | $13.2M | 424.7K | 0.8% | ▲16× Added · +398K sh | |
| 36 | Pepsico Inc Com Stock | $13.1M | 97.0K | 0.8% | ▼−0.5% Reduced · −512 sh | |
| 37 | State Street SPDR Nyse Technology ETF ETF | $11.8M | 30.3K | 0.8% | ▲New New position | |
| 38 | First Trust Dow Jones Internet Index Fund ETF | $11.5M | 43.4K | 0.7% | ▼−1.7% Reduced · −742 sh | |
| 39 | Grayscale Bitcoin Trust ETF ETF | $11.4M | 249.6K | 0.7% | ▼−3.5% Reduced · −9K sh | |
| 40 | First Trust Rba American Industrial Renaissance ETF ETF | $10.9M | 81.7K | 0.7% | ▲New New position | |
| 41 | Ishares Core High Dividend ETF ETF | $10.3M | 374.8K | 0.7% | ▲+397% Added · +299K sh | |
| 42 | Alphabet Inc Cap STK CL C Stock | $10.1M | 28.7K | 0.6% | ▼−2.5% Reduced · −737 sh | |
| 43 | State Street Ig Public & Private Credit ETF ETF | $9.8M | 389.1K | 0.6% | ▲+18% Added · +58K sh | |
| 44 | JPMorgan Active Growth ETF ETF | $9.7M | 98.0K | 0.6% | ▼−1.2% Reduced · −1K sh | |
| 45 | First Trust Structured Credit Income Opportunities ETF ETF | $8.8M | 427.1K | 0.6% | ▲+22% Added · +76K sh | |
| 46 | Ishares Select Dividend ETF ETF | $8.7M | 55.7K | 0.6% | ▼−1.4% Reduced · −814 sh | |
| 47 | Federated Hermes Total Return Bond ETF ETF | $8.2M | 326.6K | 0.5% | ▲+19% Added · +52K sh | |
| 48 | Vaneck Morningstar Wide Moat ETF ETF | $8.1M | 77.7K | 0.5% | ▼−3.2% Reduced · −3K sh | |
| 49 | American Elec PWR Co Inc Com Stock | $8.1M | 59.0K | 0.5% | ▼−0.2% Reduced · −106 sh | |
| 50 | GMO International Value ETF ETF | $7.5M | 199.8K | 0.5% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 383 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 369 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 371 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 394 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 378 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 368 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 369 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 349 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.