Question 1

What stocks does BEAUMONT FINANCIAL ADVISORS LLC hold in its portfolio?

Accepted Answer

BEAUMONT FINANCIAL ADVISORS LLC's top stock holdings include GOOGL, IVV, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BEAUMONT FINANCIAL ADVISORS LLC's largest stock holdings?

Accepted Answer

BEAUMONT FINANCIAL ADVISORS LLC's largest stock holdings as of their last filing include GOOGL (valued at approximately $75.8 million), IVV (valued at approximately $66.0 million), AAPL (valued at approximately $73.8 million), IJH (valued at approximately $45.5 million), IJT (valued at approximately $44.6 million).

Question 3

When was BEAUMONT FINANCIAL ADVISORS LLC's last SEC filing?

Accepted Answer

BEAUMONT FINANCIAL ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BEAUMONT FINANCIAL ADVISORS LLC recently bought or sold?

Accepted Answer

BEAUMONT FINANCIAL ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BEAUMONT FINANCIAL ADVISORS LLC reported?

Accepted Answer

BEAUMONT FINANCIAL ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BEAUMONT FINANCIAL ADVISORS LLC invest in?

Accepted Answer

BEAUMONT FINANCIAL ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.