Beaumont Financial Advisors, LLC
•CIK: 1957394•Filing: Q4 2025
**Beaumont Financial Advisors, LLC** manages $1.5B across a diversified portfolio of 371 positions. The firm maintains significant exposure to mega-cap technology leaders, notably holding $71.0M in AAPL and $69.6M in GOOGL. Allocations also reflect tactical positioning in fixed income, evidenced by a $48.2M stake in SGOV, alongside substantial technology bets in MSFT ($52.4M) and NVDA ($38.3M). This structure suggests a core mandate balancing growth equity exposure with defensive fixed-income allocations.
Total AUM
$1.5B
QoQ Performance
+1.5%
Positions
371
Top 10 Concentration
33.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.7%
GOOGL4.6%
IVV4.1%
MSFT3.5%
SGOV3.2%
SAMT2.6%
JPEF2.5%
NVDA2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.9%
Technology19.6%
Consumer6.1%
ETF5.8%
Financial4.5%
Healthcare2.8%
Consumer Staples1.1%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
—
PROSHARES ULTRASHORT S&P500
SOLD
$1.1M
+194 more exited positions
Changes from Q3 2025
NEW5 new positions
↑74 increased
↓110 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023