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Livermore
Livermore
ZHEN

Beaumont Financial Advisors, LLC

SEC CIK
0001957394
Latest filing
Aug 4, 2026

The latest 13F from Beaumont Financial Advisors, LLC covers Q2 2026 (filed Aug 4, 2026): 383 long positions worth $1.57B. The top 10 holdings make up 31.5% of the portfolio, and the largest is Alphabet Inc. (GOOGL) at 4.8%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
36
Est. +$70.6M
Added
123
Est. +$74.0M
Reduced
170
Est. −$99.8M
Sold out
22
Est. −$70.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. GOOGLAlphabet Inc.
    4.8%$75.8MHistory
  2. AAPLApple Inc.
    4.7%$73.8MHistory
  3. iShares Core S&P 500 ETF464287200
    4.2%$66.0M
  4. iShares Core S&P Mid-Cap ETF464287507
    2.9%$45.5M
  5. iShares S&P Small-Cap 600 Growth ETF464287887
    2.8%$44.6M

Share of portfolio

Top 5 holdings and the other 378 positions, by share of portfolio value

  1. GOOGL4.8%
  2. AAPL4.7%
  3. iShares Core S&P 500 ETF4.2%
  4. iShares Core S&P Mid-Cap ETF2.9%
  5. iShares S&P Small-Cap 600 Growth ETF2.8%
  6. Other 378 positions80.5%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr46438G521
    +$23.3MAdded
  2. Fidelity Covington Trust316092360
    +$21.9MNew
  3. Tidal Trust III45259A837
    +$12.3MAdded
  4. State Street SPDR NYSE Technology ETF78464A102
    +$11.8MNew
  5. First Tr Exchange Traded FD33738R704
    +$10.9MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr46438G521
    +1.46 pp0.2% → 1.7%
  2. Fidelity Covington Trust316092360
    +1.39 pp0.0% → 1.4%
  3. Tidal Trust III45259A837
    +0.79 pp<0.1% → 0.8%
  4. State Street SPDR NYSE Technology ETF78464A102
    +0.75 pp0.0% → 0.8%
  5. First Tr Exchange Traded FD33738R704
    +0.69 pp0.0% → 0.7%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46436E718
    −$36.1MReduced
  2. LOWLowes Companies Inc
    −$18.6MReducedHistory
  3. Simplify Exchange Traded Fun82889N699
    −$15.1MSold out
  4. VanEck Vectors ETF Tr92189F841
    −$9.47MSold out
  5. Pacer FDS Tr69374H709
    −$8.91MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46436E718
    −2.62 pp4.5% → 1.9%
  2. LOWLowes Companies Inc
    −1.37 pp1.4% → <0.1%History
  3. Simplify Exchange Traded Fun82889N699
    −1.04 pp1.0% → 0.0%
  4. VanEck Vectors ETF Tr92189F841
    −0.65 pp0.7% → 0.0%
  5. Pacer FDS Tr69374H709
    −0.61 pp0.6% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.57B
+$115.5M (+7.9%) vs. prior quarter
Positions
383
+14 vs. prior quarter
Top 10 concentration
31.5%
Top 10 as share of value
Turnover
9.6%
Q2 2026, one quarter
Average holding period
12.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.57B (Q2 2026)

Q4 2022: $995.5MQ1 2023: $987.8MQ2 2023: $1.07BQ3 2023: $1.00BQ4 2023: $1.10BQ1 2024: $1.21BQ2 2024: $1.25BQ3 2024: $1.28BQ4 2024: $1.33BQ1 2025: $1.28BQ2 2025: $1.38BQ3 2025: $1.50BQ4 2025: $1.52BQ1 2026: $1.46BQ2 2026: $1.57B
Q4 2022Q2 2026
13F filings of Beaumont Financial Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 2026383$1.57BGOOGLAAPLiShares Core S&P 500 ETFvs. Q1 2026SEC
Q1 2026May 5, 2026369$1.46BAAPLiShares TrGOOGLvs. Q4 2025SEC
Q4 2025Jan 16, 2026371$1.52BAAPLGOOGLiShares Core S&P 500 ETFvs. Q3 2025SEC
Q3 2025Oct 23, 2025394$1.50BAAPLMSFTiShares Core S&P 500 ETFvs. Q2 2025SEC
Q2 2025Jul 16, 2025378$1.38BMSFTiShares Core S&P 500 ETFAAPLvs. Q1 2025SEC
Q1 2025May 12, 2025368$1.28BAAPLiShares Core S&P 500 ETFMSFTvs. Q4 2024SEC
Q4 2024Jan 17, 2025369$1.33BAAPLMSFTiShares Core S&P 500 ETFvs. Q3 2024SEC
Q3 2024Oct 9, 2024349$1.28BAAPLMSFTiShares Core S&P 500 ETFvs. Q2 2024SEC
Q2 2024Jul 24, 2024365$1.25BAAPLMSFTiShares Core S&P 500 ETFvs. Q1 2024SEC
Q1 2024May 10, 2024364$1.21BMSFTAAPLiShares Core S&P 500 ETFvs. Q4 2023SEC
Q4 2023Jan 31, 2024340$1.10BAAPLMSFTGOOGLvs. Q3 2023SEC
Q3 2023Nov 1, 2023323$1.00BiShares TrAAPLMSFTvs. Q2 2023SEC
Q2 2023Aug 2, 2023345$1.07BAAPLMSFTiShares Trvs. Q1 2023SEC
Q1 2023May 8, 2023318$987.8MiShares TrAAPLVanguard Total World Stock ETFvs. Q4 2022SEC
Q4 2022Jan 25, 2023315$995.5MiShares TrAAPLMSFT–SEC