Beaumont Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Needham, MA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
383
Total value ($000)
$1,570,645
Net value change ($000)
+115,518 (7.9%)
New positions
36
Sold out positions
22
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LDRT 23,289 654.4%
FFLC 21,887 NEW
GOOGL 14,086 22.8%
AIS 12,609 85.6%
POW 12,517 1943.6%
XNTK 11,840 NEW
AIRR 10,883 NEW
FFGX 10,012 47.3%
WCMI 9,577 74.4%
AAPL 8,634 13.2%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -36,045 -55.3%
LOW -19,915 -97.4%
CTA -15,140 -100.0%
HAP -9,467 -100.0%
GCOW -8,911 -100.0%
TAIL -8,323 -100.0%
IDEF -7,485 -100.0%
GLDM -7,143 -100.0%
JPEF -5,310 -18.8%
BIL -4,867 -18.9%
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