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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 19 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IWM ISHARES RUSSELL 2000 ETF 701.0 $211K 0.01% -246.0 -26.0% $300.66 -0.7%
362 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1,178.0 $210K 0.01% +1K +2165.4% $178.28 +19.9%
363 EXG EATON VANCE TAX-MANAGED GLOBAL COM Financial Services 21,260.0 $209K 0.01% $9.81 +0.6%
364 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 1,896.0 $207K 0.01% NEW $109.13 +1.2%
365 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 1,845.0 $205K 0.01% +90.0 +5.1% $111.31 +25.9%
366 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 10,487.0 $205K 0.01% -64K -85.8% $19.52 -0.0%
367 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 412.0 $205K 0.01% -74.0 -15.2% $496.73 +10.1%
368 BEDY BNY MELLON ENHANCED DIVIDEND AND INCOME ETF 7,043.0 $204K 0.01% NEW $29.01 +4.5%
369 VZ VERIZON COMMUNICATIONS INC COM Communication Services 4,824.0 $204K 0.01% NEW $42.34 +17.7%
370 EEM ISHARES MSCI EMERGING MARKETS ETF 2,976.0 $204K 0.01% NEW $68.41 -3.6%
371 MOO VANECK AGRIBUSINESS ETF 2,569.0 $203K 0.01% NEW $79.20 +8.1%
372 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 4,040.0 $203K 0.01% NEW $50.23 -0.9%
373 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,297.0 $201K 0.01% -250.0 -16.2% $155.13 +40.7%
374 KVUE KENVUE INC COM Consumer Defensive 10,367.0 $198K 0.01% +65.0 +0.6% $19.11 +1.9%
375 GBDC GOLUB CAP BDC INC COM Financial Services 15,222.0 $196K 0.01% -1K -7.6% $12.88 +2.3%
376 BBDC BARINGS BDC INC COM Financial Services 18,746.0 $160K 0.01% +1K +6.3% $8.52 +10.0%
377 BLUE OWL CAPITAL CORPORATION COM 11,573.0 $126K 0.01% +688.0 +6.3% $10.87
378 CCAP CRESCENT CAP BDC INC COM Financial Services 10,814.0 $118K 0.01% NEW $10.92 -1.9%
379 CGBD CARLYLE SECURED LENDING INC COM Financial Services 10,373.0 $109K 0.01% NEW $10.53 +7.5%
380 UGP ULTRAPAR PARTICIPACOES SA SP ADR REP COM Energy 20,863.0 $105K 0.01% $5.02 +33.8%
Page 19 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%