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Michael Snyder

Beaumont Financial Advisors, Llc

Assets Managed
$1.455B
Holdings
369
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-4.14%(2Q avg: -1.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaumont Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Beaumont Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.455B in assets, with a quarterly growth rate of -4.14% and a 2-quarter average growth rate of -1.31%. The portfolio is managed by Michael Snyder, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.66%
4.49%
$65.207M
256,931 shares@ $253.8 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 34.76%
4.48%
$65.15M
647,227 shares@ $100.67 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.49%
4.25%
$61.748M
214,731 shares@ $287.57 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.18%
4.09%
$59.423M
90,971 shares@ $653.21 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.57%
2.78%
$40.333M
108,959 shares@ $370.17 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.76%
2.63%
$38.182M
565,412 shares@ $67.54 avg price
SAMT
Strategas Macro Them Opps
Recent Activity
Decreased -7.71%
2.57%
$37.374M
951,725 shares@ $39.27 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Increased 1.24%
2.48%
$36.052M
249,133 shares@ $144.71 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.41%
2.48%
$35.98M
206,305 shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.43%
2.19%
$31.756M
152,476 shares@ $208.27 avg price

1-10 of 369