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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 11 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 10,388.0 $690K 0.04% +65.0 +0.6% $66.39 +13.8%
202 LMT LOCKHEED MARTIN CORP COM Industrials 1,401.0 $678K 0.04% -536.0 -27.7% $483.67 +8.1%
203 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 16,175.0 $664K 0.04% $41.08 +5.3%
204 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 616.0 $659K 0.04% +16.0 +2.7% $1069.12 +48.9%
205 INTC INTEL CORP COM Technology 17,652.0 $651K 0.04% +458.0 +2.7% $36.90 +221.1%
206 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 9,032.0 $645K 0.04% -491.0 -5.2% $71.42 +3.2%
207 SDY STATE STREET SPDR S&P DIVIDEND ETF 4,562.0 $635K 0.04% -40.0 -0.9% $139.15 +6.9%
208 JBND JPMORGAN ACTIVE BOND ETF 11,724.0 $634K 0.04% +481.0 +4.3% $54.07 -1.8%
209 IUSG ISHARES CORE S&P U.S. GROWTH ETF 3,678.0 $618K 0.04% $167.95 +11.1%
210 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 12,842.0 $618K 0.04% $48.09 -1.8%
211 AMLP ALERIAN MLP ETF 13,063.0 $614K 0.04% $47.02 +15.2%
212 EIS ISHARES MSCI ISRAEL ETF 5,550.0 $611K 0.04% $110.03 +20.6%
213 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 3,179.0 $590K 0.04% $185.56 -29.0%
214 INTU INTUIT COM Technology 874.0 $579K 0.04% +27.0 +3.2% $662.43 -53.6%
215 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 1,503.0 $576K 0.04% -31.0 -2.0% $383.32 +4.4%
216 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 5,385.0 $575K 0.04% -2K -26.1% $106.70 -0.4%
217 GS GOLDMAN SACHS GROUP INC COM Financial Services 635.0 $558K 0.04% -74.0 -10.4% $879.28 +12.4%
218 IUSV ISHARES CORE S&P US VALUE ETF 5,385.0 $552K 0.04% $102.54 +6.7%
219 SGDM SPROTT GOLD MINERS ETF 7,913.0 $551K 0.04% +261.0 +3.4% $69.63 +2.6%
220 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,506.0 $551K 0.04% $219.78 +5.1%
Page 11 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%