Beaumont Financial Advisors, LLC
All 13F Filings
- Location
- Needham, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,570,645
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 383 | 1,570,645 | 13F-HR | Beaumont Financial Advisors, LLC |
| Q1 2026 | 5/5/2026 | 369 | 1,455,127 | 13F-HR | Beaumont Financial Advisors, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 650.7 K | 41.4% | 31.71 K | 0 | 31.71 K |
| ETFs | 919.9 K | 58.6% | 83.81 K | 0 | 83.81 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,570,645
Holdings
383
QoQ value change ($000)
115,518
(7.9%)
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.