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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 4 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OMAH VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF 257,841.0 $4.8M 0.30% -563K -68.6% $18.44 +0.3%
62 AVGO BROADCOM INC COM Technology 11,663.0 $4.4M 0.28% -2K -14.6% $377.74 -2.5%
63 CRM SALESFORCE INC COM Technology 28,078.0 $4.4M 0.28% +26K +1657.1% $156.66 +33.5%
64 SMH VANECK SEMICONDUCTOR ETF 6,565.0 $4.3M 0.27% -65.0 -1.0% $655.88 -14.6%
65 SPY STATE STREET SPDR S&P 500 ETF Financial Services 5,709.0 $4.3M 0.27% +751.0 +15.2% $746.75 +2.5%
66 SCHX SCHWAB U.S. LARGE-CAP ETF 144,460.0 $4.3M 0.27% -889.0 -0.6% $29.43 +2.7%
67 AMD ADVANCED MICRO DEVICES INC COM Technology 7,284.0 $4.2M 0.27% +89.0 +1.2% $580.87 -18.5%
68 IJR ISHARES CORE S&P SMALL CAP ETF 28,414.0 $4.2M 0.27% -3K -9.4% $148.31 -0.7%
69 VV VANGUARD LARGE-CAP ETF 12,072.0 $4.2M 0.26% -74.0 -0.6% $343.90 +2.5%
70 BAC BANK OF AMER CORP COM Financial Services 71,882.0 $4.1M 0.26% -1K -1.8% $56.98 +8.3%
71 NEE NEXTERA ENERGY INC COM Utilities 45,541.0 $4.0M 0.25% +10K +29.5% $87.77 -4.7%
72 WCN WASTE CONNECTIONS INC COM Industrials 23,258.0 $3.9M 0.25% -9K -27.5% $166.69 +1.6%
73 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 145,081.0 $3.8M 0.24% +46K +46.5% $25.95 +31.3%
74 DELL DELL TECHNOLOGIES INC CL C Technology 8,689.0 $3.7M 0.24% -678.0 -7.2% $431.46 +2.4%
75 VTI VANGUARD TOTAL STOCK MARKET ETF 9,845.0 $3.6M 0.23% -2K -14.6% $370.04 +2.2%
76 PM PHILIP MORRIS INTL INC COM Consumer Defensive 20,018.0 $3.6M 0.23% -1K -6.7% $180.91 +4.0%
77 IWF ISHARES RUSSELL 1000 GROWTH ETF 26,412.0 $3.3M 0.21% +20K +299.8% $124.17 -1.4%
78 GD GENERAL DYNAMICS CORP COM Industrials 9,198.0 $3.3M 0.21% -1K -10.3% $354.24 +8.5%
79 CVX CHEVRON CORPORATION COM Energy 19,032.0 $3.2M 0.20% -4K -18.1% $165.76 +23.8%
80 JPIE JPMORGAN INCOME ETF 66,756.0 $3.1M 0.20% +50K +297.9% $46.05 -0.4%
Page 4 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%