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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 12 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IVW ISHARES S&P 500 GROWTH ETF 4,452.0 $549K 0.04% -58.0 -1.3% $123.26 +10.8%
222 SCHA SCHWAB U.S. SMALL-CAP ETF 19,243.0 $548K 0.04% $28.48 +16.5%
223 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 4,080.0 $537K 0.04% -43.0 -1.0% $131.59 +6.3%
224 CLIP GLOBAL X 1-3 MONTH T-BILL ETF 5,300.0 $531K 0.04% +53.0 +1.0% $100.11 +0.1%
225 XBI STATE STREET SPDR S&P BIOTECH ETF 4,327.0 $528K 0.04% +1K +30.8% $121.94 +8.9%
226 CMCSA COMCAST CORP NEW CL A Communication Services 17,649.0 $528K 0.04% -364.0 -2.0% $29.89 -16.1%
227 CEG CONSTELLATION ENERGY CORP COM Utilities 1,492.0 $527K 0.04% +16.0 +1.1% $353.27 -19.1%
228 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,965.0 $527K 0.04% +59.0 +2.0% $177.75 -22.8%
229 SEIC SEI INVTS CO COM Financial Services 6,292.0 $516K 0.03% $82.02 +10.7%
230 AMT AMERICAN TOWER CORP NEW COM Real Estate 2,845.0 $500K 0.03% -1K -30.2% $175.60 +4.7%
231 IWB ISHARES RUSSELL 1000 ETF 1,332.0 $497K 0.03% -37.0 -2.7% $373.31 +8.5%
232 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 13,127.0 $497K 0.03% $37.87 +16.8%
233 NFLX NETFLIX INC COM Communication Services 5,298.0 $497K 0.03% +5K +963.9% $93.76 -4.8%
234 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 5,884.0 $493K 0.03% -160.0 -2.6% $83.85 +14.1%
235 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 9,093.0 $490K 0.03% +106.0 +1.2% $53.94 +10.4%
236 PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 27,413.0 $484K 0.03% +284.0 +1.1% $17.66 +4.4%
237 GEV GE VERNOVA INC COM Utilities 730.0 $477K 0.03% $653.57 +59.7%
238 EZU ISHARES MSCI EUROZONE ETF 7,372.0 $473K 0.03% $64.10 +6.5%
239 C CITIGROUP INC COM NEW Financial Services 3,942.0 $460K 0.03% +32.0 +0.8% $116.70 +7.3%
240 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2,312.0 $459K 0.03% -180.0 -7.2% $198.64 +7.1%
Page 12 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%