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Portfolio (Quarterly) Guide ↗

Beaumont Financial Advisors, LLC

· CIK 0001957394
13F Portfolio $1.5B AUM 371 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 102 Added 141 Reduced 48 Exited
Page 13 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BX BLACKSTONE INC COM Financial Services 2,951.0 $455K 0.03% $154.12 -23.1%
242 RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF 12,425.0 $449K 0.03% $36.11 +1.0%
243 QQQM INVESCO NASDAQ 100 ETF 1,772.0 $448K 0.03% +349.0 +24.5% $252.95 +16.3%
244 MU MICRON TECHNOLOGY INC COM Technology 1,563.0 $446K 0.03% +184.0 +13.3% $285.39 +167.0%
245 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 2,070.0 $444K 0.03% +100.0 +5.1% $214.71 +3.9%
246 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 6,499.0 $437K 0.03% -270.0 -4.0% $67.22 +19.9%
247 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 5,260.0 $434K 0.03% $82.48 +8.9%
248 ETH GRAYSCALE ETHEREUM MINI TRUST ETF Financial Services 15,456.0 $434K 0.03% $28.06 -27.5%
249 IEFA ISHARES CORE MSCI EAFE ETF 4,807.0 $430K 0.03% +2K +69.0% $89.45 +8.8%
250 CRM SALESFORCE INC COM Technology 1,598.0 $423K 0.03% -39.0 -2.4% $264.88 -33.4%
251 ETN EATON CORP PLC SHS Industrials 1,329.0 $423K 0.03% -53.0 -3.8% $318.42 +19.8%
252 LIN LINDE PLC SHS Basic Materials 986.0 $421K 0.03% -30.0 -3.0% $426.49 +20.6%
253 AFL AFLAC INC COM Financial Services 3,804.0 $420K 0.03% +59.0 +1.6% $110.28 +6.8%
254 VICR VICOR CORP COM Technology 3,787.0 $415K 0.03% NEW $109.60 +141.1%
255 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 5,500.0 $415K 0.03% -38.0 -0.7% $75.44 +12.1%
256 SHEL SHELL PLC SPON ADS Energy 5,620.0 $413K 0.03% +231.0 +4.3% $73.48 +18.0%
257 VOE VANGUARD MID-CAP VALUE ETF 2,312.0 $410K 0.03% -80.0 -3.3% $177.37 +8.6%
258 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 6,000.0 $406K 0.03% +700.0 +13.2% $67.64 +7.9%
259 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 3,290.0 $393K 0.03% +2K +183.6% $119.41 -0.6%
260 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 4,030.0 $392K 0.03% $97.21 -1.0%
Page 13 of 19  ·  371 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 28.0%
Financial Services 23.5%
Communication Services 15.6%
Consumer Cyclical 15.0%
Healthcare 6.4%
Consumer Defensive 4.1%
Industrials 3.9%
Utilities 1.8%
Energy 1.4%
Basic Materials 0.2%