Beaumont Financial Advisors, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Michael Snyder, details a portfolio consisting of 383 individual equity positions.
The largest holding in the portfolio is Apple Inc., with 252,033 shares. Other notable individual stock positions include Amazon.com Inc. with 150,541 shares, Alphabet Inc. Class A with 208,809 shares, and Microsoft Corporation with 7,282 shares.
The portfolio also includes significant allocations to exchange-traded funds (ETFs). The iShares Core S&P 500 ETF holds 86,888 shares, while the Fidelity Enhanced Large Cap Core ETF holds 453,294 shares. The filing also lists substantial positions in Bitcoin-related funds, including the Grayscale Bitcoin Trust ETF with 242,947 shares and the Fidelity Wise Origin Bitcoin Fund ETF with 456,587 shares.
The filing lists a total of 383 holdings across various sectors, including technology, healthcare, finance, and energy. The top five holdings by share count are Apple Inc., Amazon.com Inc., Alphabet Inc. Class A, Microsoft Corporation, and the Fidelity Enhanced Large Cap Core ETF.
