Beaumont Financial Advisors, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 23, 2025
Value $
$1.5B
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 394 stock holdings with total value $1.5B as of Q3 2025. Top holdings included AAPL, MSFT, IVV, GOOGL, and SAMT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 394 $1.5B +$55.7M -$53.1M +$2.63M AAPL, MSFT, IVV, GOOGL, SAMT 13F-HR 10/23/2025, 02:15 PM
Q2 2025 378 $1.38B +$172M -$162M +$9.44M MSFT, IVV, AAPL, JPEF, SAMT 13F-HR 7/16/2025, 11:46 AM
Q1 2025 368 $1.28B +$101M -$108M -$7.14M AAPL, IVV, MSFT, GOOGL, FBTC 13F-HR 5/12/2025, 09:35 AM
Q4 2024 369 $1.33B +$92.1M -$68M +$24.1M AAPL, MSFT, IVV, JGRO, GOOGL 13F-HR 1/17/2025, 10:49 AM
Q3 2024 349 $1.28B +$32M -$62M -$30M AAPL, MSFT, IVV, JGRO, GOOGL 13F-HR 10/9/2024, 04:00 PM
Q2 2024 365 $1.25B +$111M -$61.2M +$50.2M AAPL, MSFT, IVV, GOOGL, JGRO 13F-HR 7/24/2024, 11:17 AM
Q1 2024 362 $1.19B +$89.3M -$66.5M +$22.8M MSFT, AAPL, IVV, JGRO, GOOGL 13F-HR 5/10/2024, 03:39 PM
Q4 2023 340 $1.1B +$131M -$130M +$395K AAPL, MSFT, GOOGL, IVV, JGRO 13F-HR 1/31/2024, 02:58 PM
Q3 2023 360 $1B +$95.4M -$130M -$34.1M SGOV, AAPL, MSFT, GOOGL, IVV 13F-HR 11/1/2023, 03:02 PM
Q2 2023 338 $1.07B +$167M -$135M +$32.2M AAPL, MSFT, IOO, IVV, VT 13F-HR 8/2/2023, 11:37 AM
Q1 2023 318 $988M +$114M -$138M -$24.1M SGOV, AAPL, VT, MSFT, IOO 13F-HR 5/8/2023, 05:20 PM
Q4 2022 315 $996M SGOV, AAPL, MSFT, IVV, IJH 13F-HR 1/25/2023, 10:49 AM