13F Filings History of Beaumont Financial Advisors, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$1,518,045,388
Signature - Title
Michael Snyder - Chief Compliance Officer
Location
Needham, MA
Summary
This page shows a list of all the recent 13F filings made by Beaumont Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beaumont Financial Advisors, LLC reported 371 stock holdings with total value $1,518,045,388 as of Q4 2025. Top holdings included AAPL, GOOGL, IVV, MSFT, and SGOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 371 $1,518,045,388 +$95,845,518 -$94,195,639 +$1,649,879 AAPL, GOOGL, IVV, MSFT, SGOV 13F-HR 16 Jan 2026, 14:45
Q3 2025 394 $1,495,519,968 +$55,730,825 -$53,101,928 +$2,628,897 AAPL, MSFT, IVV, GOOGL, SAMT 13F-HR 23 Oct 2025, 14:15
Q2 2025 378 $1,382,187,001 +$171,907,646 -$162,471,349 +$9,436,297 MSFT, IVV, AAPL, JPEF, SAMT 13F-HR 16 Jul 2025, 11:46
Q1 2025 368 $1,275,048,775 +$100,622,608 -$107,759,253 -$7,136,645 AAPL, IVV, MSFT, GOOGL, FBTC 13F-HR 12 May 2025, 09:35
Q4 2024 369 $1,332,807,444 +$92,104,322 -$67,985,871 +$24,118,451 AAPL, MSFT, IVV, JGRO, GOOGL 13F-HR 17 Jan 2025, 10:49
Q3 2024 349 $1,279,284,179 +$31,970,100 -$61,976,226 -$30,006,126 AAPL, MSFT, IVV, JGRO, GOOGL 13F-HR 09 Oct 2024, 16:00
Q2 2024 365 $1,250,132,926 +$111,433,623 -$86,790,216 +$24,643,407 AAPL, MSFT, IVV, GOOGL, JGRO 13F-HR 24 Jul 2024, 11:17
Q1 2024 364 $1,213,000,397 +$114,881,776 -$66,470,979 +$48,410,797 MSFT, AAPL, IVV, JGRO, GOOGL 13F-HR 10 May 2024, 15:39
Q4 2023 340 $1,096,454,525 +$130,810,740 -$130,415,284 +$395,456 AAPL, MSFT, GOOGL, IVV, JGRO 13F-HR 31 Jan 2024, 14:58
Q3 2023 323 $1,001,158,515 +$86,607,735 -$125,828,115 -$39,220,380 SGOV, AAPL, MSFT, GOOGL, IVV 13F-HR 01 Nov 2023, 15:02
Q2 2023 345 $1,066,614,684 +$167,151,571 -$134,913,264 +$32,238,307 AAPL, MSFT, IOO, IVV, VT 13F-HR 02 Aug 2023, 11:37
Q1 2023 318 $987,765,406 +$113,560,158 -$166,306,430 -$52,746,272 SGOV, AAPL, VT, MSFT, IOO 13F-HR 08 May 2023, 17:20
Q4 2022 315 $995,500,409 $0 $0 $0 SGOV, AAPL, MSFT, IVV, IJH 13F-HR 25 Jan 2023, 11:49