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 2 of 3 · 48 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	GTLB	GITLAB INC CLASS A COM	Technology	8,087	$365K	0.02%	SOLD
22	NULG	NUVEEN ESG LARGE-CAP GROWTH ETF	—	3,100	$308K	0.02%	SOLD
23	LHX	L3HARRIS TECHNOLOGIES INC COM	Industrials	1,006	$307K	0.02%	SOLD
24	LEN	LENNAR CORP CL A	Consumer Cyclical	2,306	$291K	0.02%	SOLD
25	MUNI	PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND	—	5,435	$284K	0.02%	SOLD
26	TRMB	TRIMBLE INC COM	Technology	3,409	$278K	0.02%	SOLD
27	BDX	BECTON DICKINSON & CO COM	Healthcare	1,431	$268K	0.02%	SOLD
28	VCLT	VANGUARD LONG-TERM CORPORATE BOND ETF	—	3,427	$266K	0.02%	SOLD
29	PYPL	PAYPAL HLDGS INC COM	Financial Services	3,954	$265K	0.02%	SOLD
30	STZ	CONSTELLATION BRANDS INC CL A	Consumer Defensive	1,930	$260K	0.02%	SOLD
31	IPGP	IPG PHOTONICS CORP COM	Technology	3,275	$259K	0.02%	SOLD
32	EPD	ENTERPRISE PRODS PARTNERS L P COM	Energy	8,187	$256K	0.02%	SOLD
33	VZ	VERIZON COMMUNICATIONS INC COM	Communication Services	5,686	$250K	0.02%	SOLD
34	—	ASTRAZENECA PLC SPONSORED ADR	—	3,251	$249K	0.02%	SOLD
35	HSY	HERSHEY CO COM	Consumer Defensive	1,325	$248K	0.02%	SOLD
36	STAG	STAG INDL INC COM	Real Estate	7,000	$247K	0.02%	SOLD
37	IAU	ISHARES GOLD TRUST	Financial Services	3,375	$246K	0.02%	SOLD
38	GILD	GILEAD SCIENCES INC COM	Healthcare	2,130	$236K	0.02%	SOLD
39	ETHT	PROSHARES ULTRA ETHER ETF	—	2,558	$230K	0.01%	SOLD
40	DEO	DIAGEO PLC SPON ADR NEW	Consumer Defensive	2,411	$230K	0.01%	SOLD

Page 2 of 3 · 48 positions

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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%