Beaumont Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Needham, MA
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
371
Total value ($000)
$1,518,045
Net value change ($000)
+22,525 (1.5%)
New positions
25
Sold out positions
48
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 44,094 1071.0%
EMBX 13,554 NEW
GOOGL 12,717 22.3%
RAAX 6,756 NEW
HAP 5,456 NEW
CEF 5,421 25.3%
BIL 3,105 17.6%
FRDM 2,240 18.9%
GOOGL 2,146 31.4%
AAPL 1,866 2.7%
Top Reduces (Value $000, Stocks/ETFs)
FBTC -12,107 -26.2%
MSFT -10,923 -17.2%
SAMT -7,182 -15.3%
GBTC -6,072 -24.7%
BP -5,883 -65.2%
AVGO -5,736 -54.8%
GPZ -5,316 -100.0%
PGR -3,772 -74.4%
DKS -2,764 -15.1%
BTC -2,357 -38.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type