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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 4,700.0 $418K 0.03% -560.0 -10.7% $89.01 +4.6%
142 BCSF BAIN CAP SPECIALTY FIN INC COM STK Financial Services 31,039.0 $389K 0.03% -19K -37.4% $12.52 -3.2%
143 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,561.0 $369K 0.02% -945.0 -37.7% $236.62 +3.4%
144 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 4,049.0 $368K 0.02% -661.0 -14.0% $90.79 +2.1%
145 NFLX NETFLIX INC. COM Communication Services 5,124.0 $366K 0.02% -174.0 -3.3% $71.39 +12.1%
146 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 2,875.0 $358K 0.02% -25.0 -0.9% $124.44 +49.9%
147 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 6,992.0 $317K 0.02% -43.0 -0.6% $45.34 -4.7%
148 BX BLACKSTONE INC COM Financial Services 2,657.0 $313K 0.02% -294.0 -10.0% $117.67 +22.1%
149 MMM 3M CO COM Industrials 1,927.0 $312K 0.02% -18.0 -0.9% $161.91 +10.6%
150 T AT&T INC COM Communication Services 14,949.0 $309K 0.02% -223.0 -1.5% $20.70 +24.1%
151 ALL ALLSTATE CORP COM Financial Services 1,276.0 $304K 0.02% -373.0 -22.6% $237.94 +9.4%
152 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 4,959.0 $286K 0.02% -338.0 -6.4% $57.67 -1.1%
153 SCHW SCHWAB CHARLES CORP COM Financial Services 2,921.0 $270K 0.02% -15.0 -0.5% $92.28 +23.2%
154 ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 5,957.0 $258K 0.02% -131.0 -2.1% $43.29 +6.1%
155 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,186.0 $255K 0.02% -779.0 -26.3% $116.67 +50.8%
156 VBR VANGUARD SMALL CAP VALUE ETF 1,040.0 $253K 0.02% -26.0 -2.4% $242.99 +2.2%
157 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 604.0 $240K 0.01% -46.0 -7.1% $397.68 -6.1%
158 JPMORGAN SHORT DURATION CORE PLUS ETF 5,007.0 $236K 0.01% -35K -87.4% $47.15
159 BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 11,782.0 $231K 0.01% -63K -84.2% $19.61 -0.0%
160 UBER UBER TECHNOLOGIES INC COM Technology 3,138.0 $226K 0.01% -171.0 -5.2% $72.16 +9.9%
Page 8 of 9  ·  168 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%