Beaumont Financial Advisors, LLC: 13F holdings
CIK 19573942026Q2
| Positions | 383 |
|---|---|
| Reported value | $1.6bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC CAP STK CL A | 212,200 | $75.8m | 4.8% |
| AAPL APPLE INC COM | 255,189 | $73.8m | 4.7% |
| IVV ISHARES CORE S&P 500 ETF | 88,113 | $66.0m | 4.2% |
| IJH ISHARES CORE S&P MID-CAP ETF | 590,555 | $45.5m | 2.9% |
| IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF | 249,525 | $44.6m | 2.8% |
| NVDA NVIDIA CORPORATION COM | 209,860 | $42.0m | 2.7% |
| MSFT MICROSOFT CORP COM | 110,877 | $41.4m | 2.6% |
| STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 816,446 | $39.0m | 2.5% |
| AMZN AMAZON COM INC COM | 151,329 | $36.1m | 2.3% |
| FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | 896,663 | $31.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1957394")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.