account_balance
Investment manager · 13F filer · SEC CIK 1957394
Beaumont Financial Advisors, LLC
Reported value$1.59Bas of Sep 30, 2026
Positions383 21 new, 21 sold out
Top 10 weight32.4%AAPL alone is 5%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.3%
GOOGLAlphabet Inc.
4.5%
IVViShares Core S&P 500 ETF
4.2%
MSFTMicrosoft Corp
3.6%
NVDANVIDIA Corp
3.0%
IJHiShares Core S&P Mid-Cap ETF
2.7%
IJTiShares S&P Small-Cap 600 Growth ETF
2.5%
AMZNAmazon.com Inc
2.4%
SAMTStrategas Macro Thematic Opportunities ETF
2.2%Added +3%
FBTCFidelity Wise Origin Bitcoin Fund
2.1%
LDRTiShares Ibonds 1-5 Year Treasury Ladder ETF
2.0%Added +22%
VUGVanguard Morningstar Growth ETF
1.9%
AAPLApple Inc.
5.3%
GOOGLAlphabet Inc.
4.5%
IVViShares Core S&P 500 ETF
4.2%
MSFTMicrosoft Corp
3.6%
NVDANVIDIA Corp
3.0%
IJHiShares Core S&P Mid-Cap ETF
2.7%
IJTiShares S&P Small-Cap 600 Growth ETF
2.5%
AMZNAmazon.com Inc
2.4%
SAMTStrategas Macro Thematic Opportunities ETF
2.2%
LDRT
VUG1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.3% HeldGOOGL Alphabet Inc. 4.5% Held
IVV iShares Core S&P 500 ETF 4.2% Held
MSFT Microsoft Corp 3.6% HeldNVDA NVIDIA Corp 3.0% HeldIJH iShares Core S&P Mid-Cap ETF 2.7% Held
IJT iShares S&P Small-Cap 600 Growth ETF 2.5% Held
AMZN Amazon.com Inc 2.4% HeldSAMT Strategas Macro Thematic Opportunities ETF 2.2% Added +3%
FBTC Fidelity Wise Origin Bitcoin Fund 2.1% HeldLDRT iShares Ibonds 1-5 Year Treasury Ladder ETF 2.0% Added +22%
VUG Vanguard Morningstar Growth ETF 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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