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Portfolio (Quarterly) Guide ↗

Beaumont Financial Advisors, LLC

· CIK 0001957394
13F Portfolio $1.6B AUM 383 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 50 New 105 Added 168 Reduced 38 Exited
Page 2 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTRB FEDERATED HERMES TOTAL RETURN BOND ETF 326,633.0 $8.2M 0.52% +232K +246.4% $25.09 -1.3%
22 ABT ABBOTT LABORATORIES COM Healthcare 80,297.0 $7.3M 0.46% +57K +241.0% $90.74 +28.6%
23 LLY ELI LILLY & CO COM Healthcare 4,760.0 $5.7M 0.36% +59.0 +1.3% $1199.42 +4.0%
24 CRM SALESFORCE INC COM Technology 28,078.0 $4.4M 0.28% +26K +1657.1% $156.66 +33.4%
25 SPY STATE STREET SPDR S&P 500 ETF Financial Services 5,709.0 $4.3M 0.27% +751.0 +15.2% $746.75 +2.2%
26 AMD ADVANCED MICRO DEVICES INC COM Technology 7,284.0 $4.2M 0.27% +89.0 +1.2% $580.87 -21.4%
27 NEE NEXTERA ENERGY INC COM Utilities 45,541.0 $4.0M 0.25% +10K +29.5% $87.77 -4.2%
28 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 145,081.0 $3.8M 0.24% +46K +46.5% $25.95 +34.3%
29 IWF ISHARES RUSSELL 1000 GROWTH ETF 26,412.0 $3.3M 0.21% +20K +299.8% $124.17 -2.5%
30 JPIE JPMORGAN INCOME ETF 66,756.0 $3.1M 0.20% +50K +297.9% $46.05 -0.4%
31 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 3,279.0 $3.1M 0.20% +219.0 +7.2% $935.34 +3.9%
32 VO VANGUARD MID-CAP ETF 36,162.0 $2.9M 0.19% +28K +358.1% $80.57 +2.8%
33 QQQ INVESCO QQQ TRUST SERIES I Financial Services 3,693.0 $2.7M 0.17% +143.0 +4.0% $736.48 -4.1%
34 VB VANGUARD SMALL-CAP ETF 8,470.0 $2.6M 0.16% +151.0 +1.8% $303.12 -0.1%
35 MU MICRON TECHNOLOGY INC COM Technology 2,194.0 $2.5M 0.16% +631.0 +40.4% $1154.12 -21.1%
36 BND VANGUARD TOTAL BOND MARKET ETF 26,758.0 $2.0M 0.12% +658.0 +2.5% $73.41 -1.4%
37 MRK MERCK & CO INC COM Healthcare 15,195.0 $2.0M 0.12% +147.0 +1.0% $128.50 +17.3%
38 FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 35,042.0 $1.8M 0.12% +30K +618.5% $52.54 +4.5%
39 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 3,366.0 $1.8M 0.11% +549.0 +19.5% $522.40 +2.2%
40 TSLA TESLA INC COM Consumer Cyclical 4,151.0 $1.7M 0.11% +170.0 +4.3% $420.62 -17.0%
Page 2 of 6  ·  105 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 19.6%
Communication Services 15.5%
Consumer Cyclical 13.2%
Healthcare 8.2%
Consumer Defensive 4.4%
Industrials 4.0%
Utilities 2.3%
Energy 0.7%
Basic Materials 0.2%