Beaumont Financial Advisors, LLC
CIK 1957394
13F filing for Q2 2026・No. 1,938
- Holdings
- US$1.57B
- Quarter change
- +US$115.52M
- Entries
- 383
- Net bought (estimate)
- −US$14.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 36
- Sold out 22
- Cut 170
- Added 126
- Corporate actions 4
- Unchanged 51
Largest holdings
383 stocks worth US$1.57B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetStock | Cut | 212,200 | US$75.83M | 4.83% |
| AAPLAppleStock | Cut | 255,189 | US$73.84M | 4.70% |
| IVVISHARES CORE S&P 500 ETFETF | Cut | 88,113 | US$65.99M | 4.20% |
| IJHISHARES CORE S&P MID-CAP ETFETF | Added | 590,555 | US$45.54M | 2.90% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETFETF | Added | 249,525 | US$44.57M | 2.84% |
| NVDANvidiaStock | Added | 209,860 | US$41.99M | 2.67% |
| MSFTMicrosoftStock | Added | 110,877 | US$41.36M | 2.63% |
| STRATEGAS MACRO THEMATIC OPPORTUNITIES ETFETF | Cut | 816,446 | US$38.97M | 2.48% |
| AMZNAmazonStock | Cut | 151,329 | US$36.07M | 2.30% |
| FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETFETF | Added | 896,663 | US$31.19M | 1.99% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.