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Portfolio (Quarterly) Guide ↗

Beaumont Financial Advisors, LLC

· CIK 0001957394
13F Portfolio $1.5B AUM 371 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 102 Added 141 Reduced 48 Exited
Page 6 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 24,681.0 $1.9M 0.13% +391.0 +1.6% $77.68 +9.0%
102 ABBV ABBVIE INC COM Healthcare 8,261.0 $1.9M 0.12% -3K -25.5% $228.50 -6.1%
103 JPMORGAN SHORT DURATION CORE PLUS ETF 39,673.0 $1.9M 0.12% $47.56
104 FIDELITY MSCI HEALTH CARE INDEX ETF 24,685.0 $1.8M 0.12% -228.0 -0.9% $74.28
105 VTEB VANGUARD TAX-EXEMPT BOND ETF 36,254.0 $1.8M 0.12% $50.29 -0.9%
106 SCHM SCHWAB U.S. MID-CAP ETF 60,022.0 $1.8M 0.12% $30.07 +14.9%
107 TSLA TESLA INC COM Consumer Cyclical 3,981.0 $1.8M 0.12% +118.0 +3.0% $449.76 -7.2%
108 KO COCA COLA CO COM Consumer Defensive 25,166.0 $1.8M 0.12% $69.91 +16.1%
109 FENY FIDELITY MSCI ENERGY INDEX ETF 69,723.0 $1.7M 0.11% -380.0 -0.5% $24.77 +32.9%
110 EBC EASTERN BANKSHARES INC COM Financial Services 92,605.0 $1.7M 0.11% -3K -2.8% $18.43 +7.7%
111 RTX RTX CORPORATION COM Industrials 8,761.0 $1.6M 0.11% -2K -17.5% $183.41 -4.7%
112 DIS DISNEY WALT CO COM Communication Services 14,025.0 $1.6M 0.10% -1K -8.4% $113.77 -9.0%
113 MRK MERCK & CO INC COM Healthcare 15,048.0 $1.6M 0.10% -8K -33.8% $105.26 +10.1%
114 RDDT REDDIT INC CL A Communication Services 6,888.0 $1.6M 0.10% $229.87 -36.2%
115 IBIT ISHARES BITCOIN TRUST ETF Financial Services 31,646.0 $1.6M 0.10% NEW $49.65 -11.4%
116 OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 27,173.0 $1.6M 0.10% $57.70 +1.5%
117 MUB ISHARES NATIONAL MUNI BOND ETF 14,551.0 $1.6M 0.10% -661.0 -4.3% $107.11 -1.0%
118 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 15,115.0 $1.5M 0.10% $102.16 -0.2%
119 AMD ADVANCED MICRO DEVICES INC COM Technology 7,195.0 $1.5M 0.10% +279.0 +4.0% $214.16 +109.9%
120 FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 20,655.0 $1.5M 0.10% $73.28 +1.0%
Page 6 of 19  ·  371 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 28.0%
Financial Services 23.5%
Communication Services 15.6%
Consumer Cyclical 15.0%
Healthcare 6.4%
Consumer Defensive 4.1%
Industrials 3.9%
Utilities 1.8%
Energy 1.4%
Basic Materials 0.2%