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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 13 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LIN LINDE PLC SHS Basic Materials 1,002.0 $520K 0.03% +16.0 +1.6% $518.87 -5.6%
242 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 4,201.0 $517K 0.03% -273.0 -6.1% $123.11 +32.4%
243 EZU ISHARES MSCI EUROZONE ETF 7,266.0 $505K 0.03% -106.0 -1.4% $69.50 +2.7%
244 ANET ARISTA NETWORKS INC COM SHS Technology 2,967.0 $504K 0.03% +68.0 +2.4% $169.91 +10.7%
245 SGDM SPROTT GOLD MINERS ETF 7,928.0 $498K 0.03% $62.87 +37.1%
246 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 8,606.0 $496K 0.03% -487.0 -5.4% $57.62 +16.8%
247 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 4,643.0 $494K 0.03% -742.0 -13.8% $106.47 -0.1%
248 PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 27,546.0 $491K 0.03% $17.84 +0.3%
249 UFOX DEFIANCE SPACE AND CONNECTIVE TECH ETF 5,170.0 $491K 0.03% $95.03 -15.0%
250 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 5,716.0 $489K 0.03% +216.0 +3.9% $85.49 +2.0%
251 LMT LOCKHEED MARTIN CORP COM Industrials 948.0 $483K 0.03% -453.0 -32.3% $509.28 +10.8%
252 JBND JPMORGAN ACTIVE BOND ETF 8,854.0 $474K 0.03% -3K -24.5% $53.50 -1.4%
253 QTUM DEFIANCE QUANTUM ETF 2,845.0 $471K 0.03% $165.40 -11.2%
254 MO ALTRIA GROUP INC COM Consumer Defensive 6,249.0 $450K 0.03% +1K +30.5% $71.95 -4.8%
255 JTEK JPMORGAN U.S. TECH LEADERS ETF 3,963.0 $442K 0.03% +735.0 +22.8% $111.55 -12.3%
256 SHEL SHELL PLC SPON ADS Energy 5,700.0 $442K 0.03% +80.0 +1.4% $77.54 +19.9%
257 CLIP GLOBAL X 1-3 MONTH T-BILL ETF 4,365.0 $438K 0.03% -935.0 -17.6% $100.34 -0.0%
258 SBUX STARBUCKS CORP COM Consumer Cyclical 4,285.0 $438K 0.03% -121.0 -2.8% $102.18 +5.2%
259 VOE VANGUARD MID-CAP VALUE ETF 2,214.0 $437K 0.03% -98.0 -4.2% $197.60 +6.1%
260 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 8,213.0 $436K 0.03% +2K +35.4% $53.11 +18.8%
Page 13 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%