BEAUMONT FINANCIAL ADVISORS LLC
Q3 2026 Form 13-F
NEEDHAM, DELAWARE
CIK 0001957394
· CRD 322925
· SEC-registered investment adviser
$1.6B Reported Value Total
BEAUMONT FINANCIAL PARTNERS reports 4,286 total accounts under management (AUM). There are 4,107 discretionary accounts valued at $2,737,078,719, and 179 non-discretionary accounts valued at $1,021,494,782.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-24
Reported value
$1.6B
Quarter over quarter
+1.3%
Holdings
383
Top-10 concentration
32.4%
Key People
Form ADV owners & control persons
Brandon Guy Beauvais
CO-CHIEF INVESTMENT OFFICER
Thomas Joseph Cahill
DIRECTOR OF WEALTH MANAGEMENT
Philip Julien Dubuque
CO-CHIEF INVESTMENT OFFICER
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13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 22, 2026 |
| Form | 13F-HR |
| Reported value | $1.6B |
| Positions | 383 |
| Change in reported value | +1.3% |
| New positions | 21 |
| Exited positions | 21 |
| Position turnover | 10.4% |
| Top-10 concentration | 32.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 22, 2026
|
383 | $1.6B |
|
Q2 2026 13F
Filed Aug 4, 2026
|
383 | $1.6B |
|
Q1 2026 13F
Filed May 5, 2026
|
369 | $1.5B |
|
Q4 2025 13F
Filed Jan 16, 2026
|
371 | $1.5B |
|
Q3 2025 13F
Filed Oct 23, 2025
|
394 | $1.5B |
|
Q2 2025 13F
Filed Jul 16, 2025
|
378 | $1.4B |
|
Q1 2025 13F
Filed May 12, 2025
|
368 | $1.3B |
|
Q4 2024 13F
Filed Jan 17, 2025
|
369 | $1.3B |
|
Q3 2024 13F
Filed Oct 9, 2024
|
349 | $1.3B |
|
Q2 2024 13F
Filed Jul 24, 2024
|
365 | $1.3B |
|
Q1 2024 13F
Filed May 10, 2024
|
364 | $1.2B |
|
Q4 2023 13F
Filed Jan 31, 2024
|
340 | $1.1B |
|
Q3 2023 13F
Filed Nov 1, 2023
|
323 | $1.0B |
|
Q2 2023 13F
Filed Aug 2, 2023
|
345 | $1.1B |
|
Q1 2023 13F
Filed May 8, 2023
|
318 | $987.8M |
|
Q4 2022 13F
Filed Jan 25, 2023
|
315 | $995.5M |
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC COM | $83.9M | 5.28% |
| 2 | GOOGL ALPHABET INC CAP STK CL A | $71.8M | 4.52% |
| 3 | IVV ISHARES CORE S&P 500 ETF | $66.5M | 4.18% |
| 4 | MSFT MICROSOFT CORP COM | $56.6M | 3.56% |
| 5 | NVDA NVIDIA CORPORATION COM | $48.1M | 3.02% |
| 6 | IJH ISHARES CORE S&P MID-CAP ETF | $42.7M | 2.68% |
| 7 | IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF | $40.1M | 2.52% |
| 8 | AMZN AMAZON COM INC COM | $37.5M | 2.36% |
| 9 | SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $35.1M | 2.21% |
| 10 | FBTC FIDELITY WISE ORIGIN BITCOIN FUND | $33.2M | 2.08% |
| 11 | LDRT ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF | $32.1M | 2.02% |
| 12 | VUG VANGUARD MORNINGSTAR GROWTH ETF | $30.8M | 1.94% |
| 13 | JNJ JOHNSON & JOHNSON COM | $29.3M | 1.84% |
| 14 | META META PLATFORMS INC CL A | $29.0M | 1.82% |
| 15 | BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | $28.0M | 1.76% |
| 16 | SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | $27.5M | 1.73% |
| 17 | VOO VANGUARD S&P 500 ETF | $26.8M | 1.68% |
| 18 | TEQI T. ROWE PRICE EQUITY INCOME ETF | $24.2M | 1.52% |
| 19 | CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $23.4M | 1.47% |
| 20 | FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $22.4M | 1.41% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.