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| Happy Holidays!! thanks for using AUM13F!! |
| Beaumont Financial Advisors LLC
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| CRD # | 322925 |
| SEC # | 801-126715 |
| CIK # | 0001957394 |
| AUM | $3.4 B (2025-03-27) |
| Employees | 23 (61% Investors, 0% Brokers) |
| Phone | 781-400-2800 |
| Address | 250 1st Avenue, Suite 101 Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001957394 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 65.8 | ||
| Apple Inc | 56.9 | ||
| Fidelity Wise Origin Bitcoin Fund | 44.6 | ||
| Alphabet Inc | 41.5 | ||
| Amazon Com Inc | 35.7 | ||
| Nvidia Corp | 33.4 | ||
| Facebook Inc | 27.1 | ||
| Grayscale Bitcoin Trust BTC | 24.3 | ||
| VISA Inc | 23.0 | ||
| McDonalds Corp | 22.0 | ||
| Lowes Companies Inc | 20.4 | ||
| Johnson & Johnson | 19.2 | ||
| Sprott Physical Gold & Silver Trust | 17.6 | ||
| Dicks Sporting Goods Inc | 16.4 | ||
| PepsiCo Inc | 13.9 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,462 | 1.3 |
| (b) Individuals (high net worth individuals) | 277 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,275 | 3.4 |
| By Discretionary | ||
| Discretionary | 3,797 | 2.5 |
| Non-Discretionary | 478 | 0.9 |
| Total | 4,275 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 4,275 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001957394] |
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Transform Wealth LLC
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Tandem Investment Advisors Inc
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SC | 3.4 |
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CX Institutional LLC
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IN | 3.3 |
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Johnson Sterling Inc
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