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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 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 U UNITY SOFTWARE INC COM Technology 6,200 $274K 0.02% SOLD
22 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 3,157 $245K 0.02% SOLD
23 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 3,546 $242K 0.02% SOLD
24 PFE PFIZER INC COM Healthcare 9,436 $235K 0.01% SOLD
25 FICO FAIR ISAAC CORP COM Technology 138 $233K 0.01% SOLD
26 AZO AUTOZONE INC COM Consumer Cyclical 68 $231K 0.01% SOLD
27 PLNT PLANET FITNESS INC CL A Consumer Cyclical 2,064 $224K 0.01% SOLD
28 PAYX PAYCHEX INC COM Industrials 1,990 $223K 0.01% SOLD
29 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 4,522 $220K 0.01% SOLD
30 PNQI INVESCO NASDAQ INTERNET ETF 4,000 $216K 0.01% SOLD
31 APP APPLOVIN CORP COM CL A Technology 310 $209K 0.01% SOLD
32 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 832 $208K 0.01% SOLD
33 GDLC GRAYSCALE COINDESK CRYPTO 5 ETF Financial Services 5,019 $207K 0.01% SOLD
34 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 5,167 $205K 0.01% SOLD
35 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 8,319 $203K 0.01% SOLD
36 NUE NUCOR CORP COM Basic Materials 1,238 $202K 0.01% SOLD
37 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 1,941 $201K 0.01% SOLD
38 MFM MFS MUN INCOME TR SH BEN INT Financial Services 11,253 $61K 0.00% SOLD
Page 2 of 2  ·  38 positions
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%