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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 12 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XBI STATE STREET SPDR S&P BIOTECH ETF 3,909.0 $619K 0.04% -418.0 -9.7% $158.25 +3.7%
222 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 16,175.0 $618K 0.04% $38.23 +15.9%
223 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 8,233.0 $617K 0.04% -799.0 -8.8% $74.90 +1.5%
224 IVW ISHARES S&P 500 GROWTH ETF 4,452.0 $612K 0.04% $137.53 +0.3%
225 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 12,842.0 $610K 0.04% $47.52 -2.2%
226 HONEYWELL INTL INC COM 2,706.0 $606K 0.04% NEW $223.90
227 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 4,100.0 $606K 0.04% $147.74 +0.3%
228 HONEYWELL AEROSPACE INC COM 2,706.0 $598K 0.04% NEW $221.08
229 IUSV ISHARES CORE S&P US VALUE ETF 5,385.0 $593K 0.04% $110.15 +4.5%
230 ETN EATON CORP PLC SHS Industrials 1,342.0 $572K 0.04% +13.0 +1.0% $425.99 -4.1%
231 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 13,131.0 $571K 0.04% $43.50 +1.2%
232 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 5,891.0 $571K 0.04% $96.88 +5.8%
233 C CITIGROUP INC COM NEW Financial Services 4,045.0 $566K 0.04% +103.0 +2.6% $139.98 -5.9%
234 ROP ROPER TECHNOLOGIES INC COM Industrials 1,673.0 $566K 0.04% -111.0 -6.2% $338.40 +22.8%
235 RVMD REVOLUTION MEDICINES INC COM Healthcare 2,985.0 $559K 0.04% -8K -71.6% $187.26 +13.0%
236 SEIC SEI INVTS CO COM Financial Services 6,292.0 $552K 0.04% $87.71 +26.3%
237 AMLP ALERIAN MLP ETF 10,595.0 $549K 0.04% -2K -18.9% $51.85 +5.9%
238 IWB ISHARES RUSSELL 1000 ETF 1,333.0 $546K 0.04% $409.54 +2.2%
239 LOW LOWES COS INC COM Consumer Cyclical 2,402.0 $530K 0.03% -87K -97.3% $220.53 -1.6%
240 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 6,361.0 $527K 0.03% -138.0 -2.1% $82.83 -2.8%
Page 12 of 20  ·  383 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%