Beaumont Financial Advisors, LLC - Portfolio overview

Beaumont Financial Advisors, LLC has 433 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 4.20%
2. SGOV - ISHARES 0-3 MONTH TREASURY BOND ETF, 4.19%
3. GOOGL - ALPHABET INC CAP STK CL A, 3.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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