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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 6 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO COM Consumer Defensive 24,921.0 $2.0M 0.13% -245.0 -1.0% $81.27 +13.4%
102 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 35,552.0 $2.0M 0.13% -5K -11.3% $56.48 +2.7%
103 BND VANGUARD TOTAL BOND MARKET ETF 26,758.0 $2.0M 0.12% +658.0 +2.5% $73.41 -1.4%
104 IBM INTERNATIONAL BUSINESS MACHS COM Technology 6,968.0 $2.0M 0.12% -1K -14.6% $281.21 -17.7%
105 MRK MERCK & CO INC COM Healthcare 15,195.0 $2.0M 0.12% +147.0 +1.0% $128.50 +17.1%
106 CAT CATERPILLAR INC COM Industrials 1,820.0 $1.9M 0.12% -114.0 -5.9% $1064.86 -24.0%
107 ABBV ABBVIE INC COM Healthcare 7,660.0 $1.9M 0.12% -601.0 -7.3% $251.64 +5.2%
108 EBC EASTERN BANKSHARES INC COM Financial Services 85,849.0 $1.9M 0.12% -7K -7.3% $22.24 +2.3%
109 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 101,066.0 $1.9M 0.12% -34K -25.1% $18.87 +20.5%
110 FIDELITY MSCI HEALTH CARE INDEX ETF 24,686.0 $1.9M 0.12% $77.25
111 FENY FIDELITY MSCI ENERGY INDEX ETF 64,171.0 $1.9M 0.12% -6K -8.0% $29.56 +18.6%
112 CRS CARPENTER TECHNOLOGY CORP COM Industrials 3,009.0 $1.9M 0.12% -1K -28.2% $616.84 -21.6%
113 FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 35,042.0 $1.8M 0.12% +30K +618.5% $52.54 +4.2%
114 TOST TOAST INC CL A Technology 65,005.0 $1.8M 0.12% $27.82 +32.7%
115 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 3,366.0 $1.8M 0.11% +549.0 +19.5% $522.40 +2.2%
116 TSLA TESLA INC COM Consumer Cyclical 4,151.0 $1.7M 0.11% +170.0 +4.3% $420.62 -15.9%
117 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 16,613.0 $1.7M 0.11% +1K +9.9% $102.84 +0.7%
118 WMT WALMART INC COM Consumer Defensive 15,077.0 $1.7M 0.11% -4K -19.3% $113.26 -7.5%
119 VTEB VANGUARD TAX-EXEMPT BOND ETF 32,519.0 $1.6M 0.10% -4K -10.3% $50.58 -2.1%
120 FMAT FIDELITY MSCI MATERIALS INDEX ETF 28,085.0 $1.6M 0.10% +340.0 +1.2% $58.51 +5.4%
Page 6 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%