Beaumont Asset Management, L.L.C.

CIK 0001798756 • 7 13F filings • May 8, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $186.3M65 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$331K	0.2%	2,433 SH	New
ALPHABET INC	CAP STK CL A	$5.2M	2.8%Prev: 3.8%	29,664 SH	Decreased-45 SH
ALPS ETF TR	ALERIAN MLP	$356K	0.2%Prev: 0.1%	7,294 SH	Increased+1,478 SH
AMAZON COM INC	COM	$4.0M	2.2%Prev: 2.0%	18,416 SH	Decreased-3,015 SH
AMERICAN EXPRESS CO	COM	$1.5M	0.8%Prev: 0.8%	4,838 SH	Decreased-695 SH
AMGEN INC	COM	$471K	0.3%Prev: 0.3%	1,687 SH	Decreased
APPLE INC	COM	$465K	0.2%Prev: 0.7%	2,266 SH	Decreased-3,934 SH
AUTOMATIC DATA PROCESSING IN	COM	$408K	0.2%Prev: 0.1%	1,324 SH	Increased+100 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$273K	0.1%Prev: 0.1%	563 SH	Increased+2 SH
BLACKROCK INC	COM	$2.7M	1.5%Prev: 1.1%	2,582 SH	Increased-40 SH
BLACKSTONE INC	COM	$1.1M	0.6%Prev: 0.4%	7,336 SH	Increased-451 SH
BROADCOM INC	COM	$2.5M	1.3%Prev: 1.3%	9,040 SH	Decreased-256 SH
CARMAX INC	COM	$520K	0.3%	7,732 SH	New
COMCAST CORP NEW	CL A	$546K	0.3%	15,294 SH	New
CONSTELLATION BRANDS INC	CL A	$475K	0.3%	2,918 SH	New
EMERSON ELEC CO	COM	$349K	0.2%Prev: 0.1%	2,619 SH	Increased+564 SH
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	$248K	0.1%	4,979 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$954K	0.5%	12,618 SH	New
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$533K	0.3%Prev: 0.3%	7,202 SH	Decreased-947 SH
GENERAL DYNAMICS CORP	COM	$1.8M	0.9%Prev: 0.6%	6,055 SH	Increased+2,360 SH
GOLDMAN SACHS GROUP INC	COM	$1.9M	1.0%Prev: 1.0%	2,750 SH	Decreased+93 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$8.0M	4.3%Prev: 2.9%	112,901 SH	Increased+28,062 SH
ISHARES TR	CORE S&P500 ETF	$53.5M	28.7%Prev: 27.5%	86,229 SH	Decreased-7,135 SH
ISHARES TR	IBONDS 25 TRM TS	$234K	0.1%	10,000 SH	New
ISHARES TR	IBONDS DEC 2030	$1.2M	0.6%Prev: 1.1%	53,684 SH	Decreased-57,919 SH
ISHARES TR	IBONDS DEC 2031	$1.3M	0.7%Prev: 2.4%	60,626 SH	Decreased-196,225 SH
ISHARES TR	IBONDS DEC 26	$213K	0.1%Prev: 0.1%	8,320 SH	Decreased-200 SH
ISHARES TR	IBONDS DEC 29	$1.1M	0.6%Prev: 1.1%	48,674 SH	Decreased-57,551 SH
ISHARES TR	IBONDS DEC2026	$5.7M	3.0%Prev: 5.2%	233,935 SH	Decreased-242,080 SH
ISHARES TR	IBONDS DEC25 ETF	$8.6M	4.6%	342,207 SH	New
ISHARES TR	RUSSELL 3000 ETF	$1.0M	0.6%Prev: 0.5%	2,945 SH	Decreased+154 SH
ISHARES TR	S&P 100 ETF	$2.2M	1.2%Prev: 1.0%	7,084 SH	Decreased
ISHARES TR	S&P SML 600 GWT	$1.4M	0.7%Prev: 0.7%	10,481 SH	Decreased+466 SH
JPMORGAN CHASE & CO.	COM	$1.5M	0.8%	5,024 SH	New
LOCKHEED MARTIN CORP	COM	$1.4M	0.7%Prev: 0.8%	2,947 SH	Decreased-13 SH
MASTERCARD INCORPORATED	CL A	$1.5M	0.8%Prev: 0.6%	2,621 SH	Increased+39 SH
MEDTRONIC PLC	SHS	$894K	0.5%Prev: 0.2%	10,251 SH	Increased+3,954 SH
MERCK & CO INC	COM	$658K	0.4%Prev: 0.4%	8,313 SH	Decreased+223 SH
MICROSOFT CORP	COM	$8.9M	4.8%Prev: 2.8%	17,811 SH	Increased+1,016 SH
PROCTER AND GAMBLE CO	COM	$376K	0.2%	2,358 SH	New
REALTY INCOME CORP	COM	$683K	0.4%Prev: 0.3%	11,864 SH	Decreased+200 SH
ROCKWELL AUTOMATION INC	COM	$1.5M	0.8%Prev: 0.7%	4,379 SH	Decreased+272 SH
RTX CORPORATION	COM	$734K	0.4%Prev: 0.4%	5,027 SH	Decreased+190 SH
SALESFORCE INC	COM	$2.1M	1.1%Prev: 0.5%	7,727 SH	Increased+1,487 SH
SELECT SECTOR SPDR TR	ENERGY	$2.3M	1.2%	27,339 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$824K	0.4%	15,737 SH	New
SERVICENOW INC	COM	$3.0M	1.6%Prev: 0.7%	2,936 SH	Increased-12,261 SH
SOUTHERN CO	COM	$669K	0.4%Prev: 0.3%	7,283 SH	Decreased-317 SH
SPDR SERIES TRUST	S&P SEMICNDCTR	$3.0M	1.6%	11,563 SH	New
TARGET CORP	COM	$270K	0.1%Prev: 0.1%	2,742 SH	Increased+548 SH
TEXAS INSTRS INC	COM	$591K	0.3%Prev: 0.2%	2,845 SH	Increased+100 SH
THIRD COAST BANCSHARES INC	COM	$279K	0.1%Prev: 0.1%	8,544 SH	Increased+2,500 SH
UBER TECHNOLOGIES INC	COM	$929K	0.5%Prev: 0.3%	9,954 SH	Increased-164 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$21.8M	11.7%Prev: 8.1%	232,928 SH	Increased+46,416 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$985K	0.5%Prev: 0.4%	5,219 SH	Increased+631 SH
VANGUARD INDEX FDS	MID CAP ETF	$203K	0.1%Prev: 0.1%	724 SH	Decreased-65 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.0M	2.2%Prev: 2.0%	20,647 SH	Decreased+488 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	1.1%Prev: 1.0%	7,027 SH	Decreased+25 SH
VANGUARD INDEX FDS	VALUE ETF	$5.4M	2.9%Prev: 2.2%	30,578 SH	Increased+5,841 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.3M	2.3%Prev: 2.8%	63,777 SH	Decreased-19,304 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$210K	0.1%Prev: 0.1%	748 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$242K	0.1%Prev: 0.1%	3,497 SH	Decreased-653 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$863K	0.5%Prev: 0.3%	2,382 SH	Increased+547 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$615K	0.3%Prev: 1.1%	1,679 SH	Decreased-4,972 SH
WALMART INC	COM	$2.3M	1.2%Prev: 1.2%	23,187 SH	Decreased+1,019 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $241K
ALBEMARLE CORP — $489K
CHIPOTLE MEXICAN GRILL INC — $573K
CLOROX CO DEL — $752K
DANAHER CORP DEL — $614K
EXXON MOBIL CORP — $306K
FIRST TR EXCHANGE-TRADED FD — $788K
ISHARES TR — $240K
ISHARES TR — $759K
ISHARES TR — $201K
ISHARES TR — $205K
JANUS DETROIT STR TR — $6.5M
JPMORGAN CHASE & CO — $1.5M
LINDE PLC — $632K
NVIDIA CORPORATION — $464K
OTIS WORLDWIDE CORP — $403K
PGIM ETF TR — $5.7M
SELECT SECTOR SPDR TR — $3.2M
SELECT SECTOR SPDR TR — $780K
SPDR SERIES TRUST — $3.7M
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001798756-26-000005	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001798756-26-000001	$200.1M	View
Oct 29, 2025	Q3 2025