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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 16 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HACK AMPLIFY CYBERSECURITY ETF 3,236.0 $340K 0.02% $104.93 +4.6%
302 IVE ISHARES S&P 500 VALUE ETF 1,494.0 $339K 0.02% $227.06 +4.7%
303 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 6,000.0 $337K 0.02% $56.22 +16.1%
304 MCK MCKESSON CORP COM Healthcare 424.0 $320K 0.02% $755.60 +15.5%
305 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 6,992.0 $317K 0.02% -43.0 -0.6% $45.34 -4.7%
306 BX BLACKSTONE INC COM Financial Services 2,657.0 $313K 0.02% -294.0 -10.0% $117.67 +22.1%
307 MMM 3M CO COM Industrials 1,927.0 $312K 0.02% -18.0 -0.9% $161.91 +10.3%
308 T AT&T INC COM Communication Services 14,949.0 $309K 0.02% -223.0 -1.5% $20.70 +24.0%
309 ES EVERSOURCE ENERGY COM Utilities 4,256.0 $308K 0.02% $72.27 -1.5%
310 WFC WELLS FARGO & CO COM Financial Services 3,715.0 $307K 0.02% +85.0 +2.3% $82.63 +2.6%
311 ALL ALLSTATE CORP COM Financial Services 1,276.0 $304K 0.02% -373.0 -22.6% $237.94 +9.0%
312 VOOG VANGUARD S&P 500 GROWTH ETF 3,666.0 $303K 0.02% +3K +500.0% $82.62 +0.4%
313 JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND 6,180.0 $299K 0.02% $48.35 -0.9%
314 PULS PGIM ULTRA SHORT BOND ETF 6,027.0 $299K 0.02% NEW $49.55 +0.2%
315 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 798.0 $296K 0.02% NEW $370.82 -3.0%
316 NOC NORTHROP GRUMMAN CORP COM Industrials 580.0 $295K 0.02% +4.0 +0.7% $509.31 +8.0%
317 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 3,081.0 $292K 0.02% $94.86 +0.4%
318 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%
319 SRE SEMPRA COM Utilities 3,047.0 $282K 0.02% $92.71 -8.7%
320 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 2,469.0 $277K 0.02% $112.10 -2.6%
Page 16 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%