Beaumont Financial Advisors
Beaumont Financial Advisors reported 383 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are AAPL (5.3%), GOOGL (4.5%) and IVV (4.2%). Compared with Q2 2026, the fund opened new positions in TEQI, FELC and GCOW, added to NVDA, IJH and IJT, trimmed AAPL, GOOGL and IVV and sold out of AIRR, FTRB and FDIS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $83.9M | 5.3% | 252K | −3,156 (−1%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $71.8M | 4.5% | 209K | −3,391 (−2%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $66.5M | 4.2% | 87K | −1,225 (−1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $56.6M | 3.6% | 110K | −490 (−0%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $48.1M | 3.0% | 210K | +544 (+0%) | 8 of 8 | |
| 6 |  IJH Ishares TR | $42.7M | 2.7% | 593K | +2,897 (+0%) | 8 of 8 | |
| 7 |  IJT Ishares TR | $40.1M | 2.5% | 250K | +478 (+0%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $37.5M | 2.4% | 151K | −788 (−1%) | 8 of 8 | |
| 9 |  SAMT Advisors Inner Circle FD III | $35.1M | 2.2% | 843K | +26K (+3%) | 8 of 8 | |
| 10 |  FBTC Fidelity Wise Origin Bitcoin | $33.2M | 2.1% | 457K | +3,579 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AIRR First TR Exchange Traded FD | $10.9M | 82K |
 FTRB Federated Hermes Ttl Rtnbnd ETF | $8.2M | 327K |
 FDIS Fidelity Msci Consumer Discretionary Index ETF | $1.7M | 17K |
 IBDR Ishares TR | $1.2M | 48K |
 USMV Ishares TR | $365K | 3,782 |
🔒 Free account: see all 21.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beaumont Financial Advisors 13F FAQ
What does Beaumont Financial Advisors own?
Beaumont Financial Advisors reported 383 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are AAPL (5.3%), GOOGL (4.5%) and IVV (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Beaumont Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 115 added to, 154 trimmed and 21 sold out. New positions include TEQI, FELC and GCOW. It sold all of AIRR, FTRB and FDIS.
When will Beaumont Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Beaumont Financial Advisors's portfolio worth?
The Q3 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.