Beaumont Financial Advisors, LLC

CIK

1957394

Location

NEEDHAM, MA

Portfolio Value

Small $674,474,611

Diversification

Diversified

Filing Date

Global Rank

#2,228 / 8,622 ▼ 50 · as of Mar 2026

Top Industry

Internet Content & Information 14.0%

3Y Alpha vs SPY

-2.6%

Period ended 4 months ago

Filed May 5, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+62.5%

SPY

+67.9%

Annualised alpha

-1.3%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

187 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.7%

−0.1 pts

Top 5

34.8%

−1.9 pts

Top 10

54.3%

−1.9 pts

HHI

396

Diversified−25

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.8%	$180,516,935	39
Financial Services	15.6%	$105,501,063	36
Consumer Cyclical	14.9%	$100,349,060	10
Communication Services	13.1%	$88,533,962	8
Unclassified	9.6%	$64,628,597	15
Healthcare	7.8%	$52,473,996	19
Consumer Defensive	4.5%	$30,566,814	12
Industrials	4.0%	$26,970,418	24
Utilities	2.0%	$13,501,027	8
Energy	1.3%	$8,951,942	9
Basic Materials	0.2%	$1,466,246	4
Real Estate	0.2%	$1,014,551	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	+47,943	146,947	$4,406,940
ABT	Abbott Laboratories	+45,634	69,183	$7,103,018
CRM	Salesforce, Inc.	+30,452	32,050	$5,982,773
G	Genpact LTD	+15,310	97,358	$3,626,585
NEE	Nextera Energy Inc	+1,725	36,890	$3,426,343
PNNT	Pennantpark Investment Corp	+1,191	28,396	$127,498
TMO	Thermo Fisher Scientific Inc.	+1,002	3,067	$1,507,522
P	Everpure, Inc.	+969	5,391	$318,284
WCN	Waste Connections, Inc.	+870	32,940	$5,350,773
NVDA	Nvidia Corp	+826	206,305	$35,979,592
MSFT	Microsoft Corp	+607	108,959	$40,333,353
SNOW	Snowflake Inc.	+606	1,918	$289,272
BBDC	Barings BDC, Inc.	+557	18,185	$149,662
HTGC	Hercules Capital, Inc.	+394	13,239	$195,540
GBDC	GOLUB CAPITAL BDC, Inc.	+326	16,807	$212,776
OBDC	Blue Owl Capital Corp	+321	11,206	$123,938
DKS	Dick's Sporting Goods, Inc.	+310	78,939	$15,652,814
UNP	Union Pacific Corp	+305	3,699	$897,451
CIEN	Ciena Corp	+291	1,582	$614,179
HODL	VanEck Bitcoin ETF	+280	14,588	$279,506
SBUX	Starbucks Corp	+266	4,672	$418,564
KO	Coca Cola Co	+244	25,410	$1,932,430
DIA	Spdr Dow Jones Industrial Average ETF Trust	+227	3,044	$1,409,950
COST	Costco Wholesale Corp /New	+226	3,286	$3,274,268
ARCC	Ares Capital Corp	+223	12,540	$225,970
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−31,725	103,153	$2,515,901
CEF	Sprott Physical Gold & Silver Trust	−21,819	564,984	$26,961,036
GLDM	World Gold Trust	−18,522	77,062	$7,142,876
GBTC	Grayscale Bitcoin Trust ETF	−12,733	258,734	$13,650,805
BCSF	Bain Capital Specialty Finance, Inc.	−10,209	39,379	$488,299
GOOGL	Alphabet Inc.	−7,781	214,731	$61,748,046
PHYS	Sprott Physical Gold Trust	−6,956	176,322	$6,248,851
EBC	Eastern Bankshares, Inc.	−5,639	86,966	$1,701,054
LRCX	Lam Research Corp	−4,557	16,327	$3,488,426
AAPL	Apple Inc.	−4,338	256,931	$65,206,518
CVX	Chevron Corp	−3,147	20,084	$4,155,379
JNJ	Johnson & Johnson	−3,093	115,122	$28,140,421
FBTC	Fidelity Wise Origin Bitcoin Fund	−2,902	445,303	$26,286,236
LOW	Lowes Companies Inc	−2,880	86,528	$20,444,835
AMZN	Amazon Com Inc	−2,225	152,476	$31,756,176
AVGO	Broadcom Inc.	−2,217	11,445	$3,542,341
PM	Philip Morris International Inc.	−1,950	19,495	$3,223,303
BAC	Bank Of America Corp /De/	−1,512	71,648	$3,492,840
PEP	Pepsico Inc	−1,484	97,483	$15,138,135
INTC	Intel Corp	−1,360	16,292	$718,965
TJX	Tjx Companies Inc /De/	−1,347	32,003	$5,110,879
IBM	International Business Machines Corp	−1,294	6,863	$1,663,522
DIS	Walt Disney Co	−1,286	12,739	$1,227,784
WMT	Walmart Inc.	−1,105	17,570	$2,183,599
XOM	ExxonMobil Holdings Corp	−1,067	16,970	$2,879,130
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
STZ	Constellation Brands, Inc.	1,918	$287,700
MAR	Marriott International Inc /Md/	803	$262,637
VZ	Verizon Communications Inc	4,962	$249,092
GILD	Gilead Sciences, Inc.	1,687	$235,117
MRVL	Marvell Technology, Inc.	2,350	$232,767
TPL	Texas Pacific Land Corp	487	$231,110
LHX	L3harris Technologies, Inc. /De/	607	$209,506
OKE	Oneok Inc /New/	2,314	$209,162
CCAP	Crescent Capital BDC, Inc.	10,448	$126,943
CGBD	Carlyle Secured Lending, Inc.	10,030	$109,728
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
BP	Bp PLC	90,501	$3,143,099
FDX	Fedex Corp	2,551	$736,881
BLK	BlackRock, Inc.	289	$309,328
ADBE	Adobe Inc.	824	$288,391
ARES	Ares Management Corp	1,755	$283,660
U	Unity Software Inc.	6,200	$273,854
DASH	DoorDash, Inc.	1,165	$263,849
MKC	Mccormick & Co Inc	3,546	$241,518
PFE	Pfizer Inc	9,436	$234,956
FICO	Fair Isaac Corp	138	$233,305
AZO	Autozone Inc	68	$230,622
PLNT	Planet Fitness, Inc.	2,064	$223,882
PAYX	Paychex Inc	1,990	$223,238
APP	AppLovin Corp	310	$208,884
GDLC	Grayscale CoinDesk Crypto 5 ETF	5,019	$207,400
ETHE	Grayscale Ethereum Staking ETF	8,319	$202,734
NUE	Nucor Corp	1,238	$201,930
DECK	Deckers Outdoor Corp	1,941	$201,223
MFM	Aberdeen Municipal Income Fund	11,253	$61,103
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

187 tracked positions · $674,474,611 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 187 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	256,931	-4,338	$65,206,518	−8.2%	9.67%
GOOGL	Alphabet Inc. Communication Services	Reduced	214,731	-7,781	$61,748,046	−11.3%	9.15%
MSFT	Microsoft Corp Technology	Added	108,959	+607	$40,333,353	−23.0%	5.98%
NVDA	Nvidia Corp Technology	Added	206,305	+826	$35,979,592	−6.1%	5.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	152,476	-2,225	$31,756,176	−11.1%	4.71%
JNJ	Johnson & Johnson Healthcare	Reduced	115,122	-3,093	$28,140,421	+15.0%	4.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	56,695	-532	$27,168,244	−5.6%	4.03%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	564,984	-21,819	$26,961,036	+0.3%	4.00%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	445,303	-2,902	$26,286,236	−23.1%	3.90%
META	Meta Platforms, Inc. Communication Services	Reduced	40,100	-529	$22,942,413	−14.5%	3.40%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	73,379	-908	$22,805,459	+0.4%	3.38%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	86,528	-2,880	$20,444,835	−5.2%	3.03%
V	Visa Inc. Financial Services	Reduced	62,705	-84	$18,951,959	−13.9%	2.81%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Added	78,939	+310	$15,652,814	+0.6%	2.32%
PEP	Pepsico Inc Consumer Defensive	Reduced	97,483	-1,484	$15,138,135	+6.6%	2.24%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	258,734	-12,733	$13,650,805	−26.4%	2.02%
AEP	American Electric Power Co Inc Utilities	Reduced	59,099	-1,044	$7,746,696	+11.7%	1.15%
GLDM	World Gold Trust	Reduced	77,062	-18,522	$7,142,876	−12.5%	1.06%
ABT	Abbott Laboratories Healthcare	Added	69,183	+45,634	$7,103,018	+140.7%	1.05%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	176,322	-6,956	$6,248,851	+3.3%	0.93%
CRM	Salesforce, Inc. Technology	Added	32,050	+30,452	$5,982,773	+1313.3%	0.89%
WCN	Waste Connections, Inc. Industrials	Added	32,940	+870	$5,350,773	−4.9%	0.79%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	32,003	-1,347	$5,110,879	−0.2%	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,976	-795	$4,699,500	−13.0%	0.70%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	146,947	+47,943	$4,406,940	+14.9%	0.65%
LLY	ELI LILLY & Co Healthcare	Reduced	4,681	-20	$4,305,443	−14.8%	0.64%
CVX	Chevron Corp Energy	Reduced	20,084	-3,147	$4,155,379	+17.4%	0.62%
G	Genpact LTD Technology	Added	97,358	+15,310	$3,626,585	−5.5%	0.54%
AVGO	Broadcom Inc. Technology	Reduced	11,445	-2,217	$3,542,341	−25.1%	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	71,648	-1,512	$3,492,840	−13.2%	0.52%
LRCX	Lam Research Corp Technology	Reduced	16,327	-4,557	$3,488,426	−2.4%	0.52%
NEE	Nextera Energy Inc Utilities	Added	36,890	+1,725	$3,426,343	+21.4%	0.51%
GD	General Dynamics Corp Industrials	Reduced	9,649	-607	$3,311,729	−4.1%	0.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,286	+226	$3,274,268	+24.1%	0.49%
SPY	Spdr S&P 500 ETF Trust	Added	5,027	+69	$3,269,259	−3.3%	0.48%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	19,495	-1,950	$3,223,303	−6.3%	0.48%
XOM	ExxonMobil Holdings Corp Energy	Reduced	16,970	-1,067	$2,879,130	+32.6%	0.43%
DE	Deere & Co Industrials	Added	4,729	+12	$2,663,845	+21.3%	0.39%
AXP	American Express Co Financial Services	Reduced	8,321	-85	$2,516,936	−19.1%	0.37%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	103,153	-31,725	$2,515,901	−21.1%	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	17,162	-704	$2,478,879	−3.2%	0.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	17,570	-1,105	$2,183,599	+5.0%	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,556	-209	$2,156,202	−7.4%	0.32%
KO	Coca Cola Co Consumer Defensive	Added	25,410	+244	$1,932,430	+9.8%	0.29%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,176	-374	$1,833,123	−15.9%	0.27%
MRK	Merck & Co., Inc. Healthcare	Added	15,089	+41	$1,815,055	+14.6%	0.27%
ABBV	AbbVie Inc. Healthcare	Reduced	8,027	-234	$1,745,792	−7.5%	0.26%
TOST	Toast, Inc. Technology	Held	65,000	0	$1,723,150	−25.3%	0.26%
EBC	Eastern Bankshares, Inc. Financial Services	Reduced	86,966	-5,639	$1,701,054	−0.3%	0.25%
IBM	International Business Machines Corp Technology	Reduced	6,863	-1,294	$1,663,522	−31.2%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.