Beaumont Financial Advisors, LLC
All 13F Filings
- Location
- Needham, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,518,045
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 371 | 1,518,045 | 13F-HR | Beaumont Financial Advisors, LLC |
| Q3 2025 | 10/23/2025 | 394 | 1,495,520 | 13F-HR | Beaumont Financial Advisors, LLC |
| Q2 2025 | 7/16/2025 | 378 | 1,382,187 | 13F-HR | Beaumont Financial Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 657.2 K | 43.3% | 0 | 25.99 K | -25.99 K |
| ETFs | 860.8 K | 56.7% | 48.54 K | 0 | 48.54 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
1,518,045
Holdings
371
QoQ value change ($000)
22,525
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.