Beaumont Financial Advisors, LLC holds a diversified book of 383 reported positions worth $1.6B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2024 would be +21% (+10.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Beaumont Financial Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +24.3%, a 3.1-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
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
+5 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Beaumont Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 27 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $153.5M |
| New World Advisors LLC | 28 / 80 | $532.5M |
| Marest Capital, LLC | 10 / 80 | $176.9M |
| Ardent Capital Management, Inc. | 21 / 80 | $199.9M |
| Ketron Financial | 19 / 80 | $254.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Beaumont Financial Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Beaumont Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 35d | 383 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 35d | 369 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 371 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 394 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 378 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 368 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 17d | 369 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 9d | 349 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.