Beaumont Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Needham, MA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
383
Total value ($000)
$1,590,823
Net value change ($000)
+20,178 (1.3%)
New positions
21
Sold out positions
21
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
TEQI 24,228 NEW
FELC 19,637 NEW
GCOW 16,327 NEW
MSFT 15,259 36.9%
FT VEST LADDERED AUTOCALLABLE BARRIER & RESILIENT INCOME ETF 11,748 3356.6%
AAPL 10,091 13.7%
FBTC 10,041 43.4%
HAP 9,378 NEW
GSST 8,932 NEW
FXH 8,068 NEW
Top Reduces (Value $000, Stocks/ETFs)
JPEF -19,677 -85.9%
FFGX -16,682 -53.5%
POW -11,162 -84.8%
AIRR -10,883 -100.0%
PRIV -9,570 -97.7%
APLU -9,536 -53.1%
WCMI -8,538 -38.0%
AIS -8,336 -30.5%
FTRB -8,197 -100.0%
DKS -7,310 -41.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type