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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 18 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JPMORGAN SHORT DURATION CORE PLUS ETF 5,007.0 $236K 0.01% -35K -87.4% $47.15
342 BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 11,782.0 $231K 0.01% -63K -84.2% $19.61 +0.3%
343 UBER UBER TECHNOLOGIES INC COM Technology 3,138.0 $226K 0.01% -171.0 -5.2% $72.16 +9.2%
344 MGV VANGUARD MEGA CAP VALUE ETF 1,383.0 $226K 0.01% NEW $163.50 +2.9%
345 SYY SYSCO CORP COM Consumer Defensive 2,700.0 $226K 0.01% NEW $83.58 +0.6%
346 SOTK SONO TEK CORP COM Technology 36,671.0 $224K 0.01% $6.12 -10.5%
347 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 2,731.0 $224K 0.01% NEW $82.10 -0.1%
348 DASH DOORDASH INC CL A Communication Services 1,214.0 $224K 0.01% +49.0 +4.2% $184.53 +21.1%
349 URNM SPROTT URANIUM MINERS ETF 4,249.0 $223K 0.01% -57.0 -1.3% $52.59 +10.7%
350 GILD GILEAD SCIENCES INC COM Healthcare 1,761.0 $223K 0.01% NEW $126.37 +15.6%
351 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 1,867.0 $222K 0.01% NEW $119.14 -2.6%
352 HTGC HERCULES CAPITAL INC COM Financial Services 14,047.0 $222K 0.01% +1K +9.4% $15.77 +8.6%
353 VGK VANGUARD FTSE EUROPE ETF 2,463.0 $218K 0.01% $88.53 +4.7%
354 NVG NUVEEN AMT FREE MUN CR INC FD COM Financial Services 16,653.0 $213K 0.01% $12.80 -4.5%
355 CAIE CALAMOS AUTOCALLABLE INCOME ETF 7,830.0 $213K 0.01% NEW $27.21 -0.9%
356 ARCC ARES CAPITAL CORP COM Financial Services 11,489.0 $213K 0.01% -828.0 -6.7% $18.53 +7.5%
357 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 1,109.0 $213K 0.01% NEW $191.75 -5.6%
358 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 484.0 $212K 0.01% NEW $437.64 -12.3%
359 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 2,600.0 $211K 0.01% -124.0 -4.5% $81.16 -10.5%
360 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 1,772.0 $211K 0.01% NEW $119.00 +1.0%
Page 18 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%