Institutional Fund
Beaumont Financial Advisors, LLC
Needham, MACIK 19573945 filings on record
Portfolio Value
$1.46B
Q1 2026
Holdings
369
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-4.1%
from $1.52B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.5%
- Ishares Tr4.5%
- Alphabet Inc4.2%
- Ishares Tr4.1%
- Microsoft Corp2.8%
- Ishares Tr2.6%
- Other77.3%
Portfolio Holdings
369 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 256.9K | $65.21M | 4.5% | −4.3K | Reduced |
| 2 | Ishares Tr | 647.2K | $65.15M | 4.5% | +166.9K | Added |
| 3 | Alphabet Inc | 214.7K | $61.75M | 4.2% | −7.8K | Reduced |
| 4 | Ishares Tr | 91.0K | $59.42M | 4.1% | +162 | Added |
| 5 | Microsoft Corp | 109.0K | $40.33M | 2.8% | +607 | Added |
| 6 | Ishares Tr | 565.4K | $38.18M | 2.6% | +4.2K | Added |
| 7 | Advisors Inner Circle Fd III | 951.7K | $37.37M | 2.6% | −79.5K | Reduced |
| 8 | Ishares Tr | 249.1K | $36.05M | 2.5% | +3.0K | Added |
| 9 | Nvidia Corporation | 206.3K | $35.98M | 2.5% | +826 | Added |
| 10 | Amazon Com Inc | 152.5K | $31.76M | 2.2% | −2.2K | Reduced |
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