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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 9 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 15,342.0 $1.1M 0.07% -4K -20.1% $71.25 +2.5%
162 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 31,303.0 $1.1M 0.07% $34.81 +0.2%
163 VONG VANGUARD RUSSELL 1000 GROWTH ETF 8,488.0 $1.1M 0.07% $127.81 -2.5%
164 GE GE AEROSPACE COM NEW Industrials 2,879.0 $1.1M 0.07% +235.0 +8.9% $373.72 -8.5%
165 VGSH VANGUARD SHORT-TERM TREASURY ETF 18,467.0 $1.1M 0.07% -4K -17.2% $58.20 -0.1%
166 EFA ISHARES MSCI EAFE ETF 10,146.0 $1.1M 0.07% -2K -18.9% $103.88 +4.0%
167 FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 18,015.0 $1.0M 0.07% +1K +8.1% $57.88 +7.1%
168 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 17,549.0 $1.0M 0.07% +780.0 +4.7% $58.92 -5.1%
169 IBIT ISHARES BITCOIN TRUST ETF Financial Services 30,827.0 $1.0M 0.07% -819.0 -2.6% $33.29 +34.1%
170 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 2,039.0 $1.0M 0.07% -26.0 -1.3% $501.42 +25.4%
171 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 6,324.0 $999K 0.06% -278.0 -4.2% $158.03 +4.5%
172 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 9,311.0 $997K 0.06% +54.0 +0.6% $107.13 +4.8%
173 UNP UNION PAC CORP COM Industrials 3,635.0 $989K 0.06% +241.0 +7.1% $272.00 +13.9%
174 GEV GE VERNOVA INC COM Utilities 821.0 $965K 0.06% +91.0 +12.5% $1175.00 -19.8%
175 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 4,131.0 $925K 0.06% -148.0 -3.5% $223.95 +26.4%
176 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 5,807.0 $921K 0.06% -1K -19.4% $158.67 +10.1%
177 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 10,943.0 $916K 0.06% -455.0 -4.0% $83.75 +1.7%
178 VXF VANGUARD EXTENDED MARKET ETF 3,719.0 $916K 0.06% -30.0 -0.8% $246.21 -1.1%
179 FAST FASTENAL CO COM Industrials 18,977.0 $911K 0.06% -1K -6.7% $48.03 +6.8%
180 IWR ISHARES RUSSELL MIDCAP ETF 8,166.0 $901K 0.06% $110.32 +2.4%
Page 9 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%