Beaumont Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Needham, MA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
369
Total value ($000)
$1,455,127
Net value change ($000)
-62,918 (-4.1%)
New positions
24
Sold out positions
26
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 16,939 35.1%
CTA 15,140 NEW
GCOW 8,911 NEW
TAIL 8,323 NEW
RAAX 8,027 118.8%
PRIV 7,654 1104.5%
IDEF 7,485 NEW
SCIO 7,243 NEW
AIS 6,995 90.5%
CRM 5,560 1314.4%
Top Reduces (Value $000, Stocks/ETFs)
JQUA -33,690 -100.0%
JGRO -24,634 -74.6%
TCAF -20,103 -100.0%
MSFT -12,068 -23.0%
OMAH -10,777 -70.0%
JPEF -10,103 -26.4%
GOOGL -7,898 -11.3%
FBTC -7,881 -23.1%
AAPL -5,822 -8.2%
APLU -5,696 -24.5%
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