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: $198.7M68 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$327K	0.2%	2,444 SH	New
ALBEMARLE CORP	COM	$221K	0.1%Prev: 0.1%	2,725 SH	Decreased
ALPHABET INC	CAP STK CL A	$7.1M	3.6%Prev: 4.2%	29,333 SH	Decreased-877 SH
ALPS ETF TR	ALERIAN MLP	$349K	0.2%Prev: 0.1%	7,430 SH	Increased+2,682 SH
AMAZON COM INC	COM	$4.2M	2.1%Prev: 2.0%	19,240 SH	Decreased-2,624 SH
AMERICAN EXPRESS CO	COM	$1.6M	0.8%Prev: 0.7%	4,884 SH	Decreased-643 SH
AMGEN INC	COM	$476K	0.2%Prev: 0.2%	1,687 SH	Decreased
APPLE INC	COM	$571K	0.3%Prev: 0.9%	2,241 SH	Decreased-5,400 SH
AUTOMATIC DATA PROCESSING IN	COM	$389K	0.2%Prev: 0.1%	1,324 SH	Increased+100 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$283K	0.1%Prev: 0.1%	563 SH	Increased+45 SH
BLACKROCK INC	COM	$3.0M	1.5%Prev: 1.0%	2,537 SH	Increased-184 SH
BLACKSTONE INC	COM	$1.3M	0.6%Prev: 0.4%	7,414 SH	Increased-730 SH
BROADCOM INC	COM	$2.9M	1.5%Prev: 1.5%	8,937 SH	Decreased-971 SH
CARMAX INC	COM	$331K	0.2%	7,384 SH	New
CLOROX CO DEL	COM	$438K	0.2%	3,551 SH	New
EMERSON ELEC CO	COM	$344K	0.2%Prev: 0.1%	2,619 SH	Increased+564 SH
EXXON MOBIL CORP	COM	$204K	0.1%Prev: 0.1%	1,806 SH	Decreased
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$945K	0.5%	12,435 SH	New
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$539K	0.3%Prev: 0.2%	7,173 SH	Increased-732 SH
GENERAL DYNAMICS CORP	COM	$2.0M	1.0%Prev: 0.5%	5,956 SH	Increased+2,271 SH
GOLDMAN SACHS GROUP INC	COM	$2.2M	1.1%Prev: 1.0%	2,703 SH	Decreased+53 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$6.3M	3.2%Prev: 3.0%	85,871 SH	Decreased+1,532 SH
ISHARES TR	0-5YR HI YL CP	$207K	0.1%Prev: 0.1%	4,789 SH	Decreased-1,229 SH
ISHARES TR	CORE MSCI EAFE	$577K	0.3%Prev: 0.3%	6,614 SH	Decreased-1,720 SH
ISHARES TR	CORE S&P500 ETF	$58.8M	29.6%Prev: 28.8%	87,814 SH	Decreased-11,287 SH
ISHARES TR	IBONDS 25 TRM TS	$234K	0.1%	10,000 SH	New
ISHARES TR	IBONDS DEC 2030	$1.2M	0.6%Prev: 1.6%	55,042 SH	Decreased-136,193 SH
ISHARES TR	IBONDS DEC 2031	$1.5M	0.7%Prev: 2.2%	69,941 SH	Decreased-206,475 SH
ISHARES TR	IBONDS DEC 26	$219K	0.1%Prev: 0.1%	8,520 SH	Increased
ISHARES TR	IBONDS DEC 28	$206K	0.1%Prev: 0.1%	8,030 SH	Increased
ISHARES TR	IBONDS DEC2026	$5.8M	2.9%Prev: 1.0%	240,325 SH	Increased+135,784 SH
ISHARES TR	IBONDS DEC25 ETF	$8.9M	4.5%	353,730 SH	New
ISHARES TR	RUSSELL 3000 ETF	$1.1M	0.6%Prev: 0.5%	2,945 SH	Decreased+154 SH
ISHARES TR	S&P 100 ETF	$2.4M	1.2%Prev: 1.0%	7,084 SH	Decreased
ISHARES TR	S&P SML 600 GWT	$1.5M	0.7%Prev: 0.7%	10,268 SH	Decreased+324 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.2M	0.6%Prev: 2.0%	23,557 SH	Decreased-80,858 SH
JPMORGAN CHASE & CO.	COM	$1.6M	0.8%	5,028 SH	New
LOCKHEED MARTIN CORP	COM	$1.5M	0.7%Prev: 0.6%	2,915 SH	Decreased-152 SH
MASTERCARD INCORPORATED	CL A	$1.5M	0.7%Prev: 0.5%	2,580 SH	Increased-174 SH
MEDTRONIC PLC	SHS	$956K	0.5%Prev: 0.2%	10,037 SH	Increased+3,772 SH
MERCK & CO INC	COM	$674K	0.3%Prev: 0.4%	8,030 SH	Decreased-7 SH
MICROSOFT CORP	COM	$9.2M	4.6%Prev: 2.4%	17,689 SH	Increased+967 SH
PGIM ETF TR	PGIM ULTRA SH BD	$463K	0.2%Prev: 6.9%	9,295 SH	Decreased-351,211 SH
REALTY INCOME CORP	COM	$707K	0.4%Prev: 0.3%	11,637 SH	Decreased-26 SH
ROCKWELL AUTOMATION INC	COM	$1.5M	0.8%Prev: 0.8%	4,310 SH	Decreased+218 SH
RTX CORPORATION	COM	$834K	0.4%Prev: 0.5%	4,987 SH	Decreased-1,464 SH
SALESFORCE INC	COM	$1.8M	0.9%Prev: 0.4%	7,652 SH	Increased+1,520 SH
SELECT SECTOR SPDR TR	ENERGY	$2.4M	1.2%	26,645 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$852K	0.4%	15,816 SH	New
SERVICENOW INC	COM	$2.7M	1.3%Prev: 0.6%	2,885 SH	Increased-12,881 SH
SOUTHERN CO	COM	$702K	0.4%Prev: 0.3%	7,409 SH	Decreased-161 SH
SPDR SERIES TRUST	S&P SEMICNDCTR	$3.6M	1.8%	11,337 SH	New
TARGET CORP	COM	$245K	0.1%Prev: 0.1%	2,728 SH	Decreased+534 SH
TEXAS INSTRS INC	COM	$523K	0.3%Prev: 0.3%	2,845 SH	Decreased+167 SH
THIRD COAST BANCSHARES INC	COM	$302K	0.2%	7,955 SH	New
UBER TECHNOLOGIES INC	COM	$971K	0.5%Prev: 0.3%	9,915 SH	Increased-188 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$21.7M	10.9%Prev: 7.2%	219,300 SH	Increased+40,017 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.0M	0.5%Prev: 0.4%	5,094 SH	Increased+599 SH
VANGUARD INDEX FDS	MID CAP ETF	$216K	0.1%Prev: 0.1%	734 SH	Decreased-2,434 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.3M	2.2%Prev: 1.6%	20,681 SH	Increased+4,116 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	1.2%Prev: 1.0%	7,078 SH	Decreased+49 SH
VANGUARD INDEX FDS	VALUE ETF	$5.6M	2.8%Prev: 1.9%	29,933 SH	Increased+7,490 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.5M	2.3%Prev: 2.9%	63,711 SH	Decreased-26,586 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$226K	0.1%Prev: 0.1%	748 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$293K	0.1%Prev: 0.1%	3,993 SH	Decreased-133 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$924K	0.5%Prev: 0.3%	2,333 SH	Increased+502 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$2.5M	1.3%Prev: 1.2%	6,233 SH	Decreased-29,102 SH
WALMART INC	COM	$2.3M	1.2%Prev: 1.0%	22,686 SH	Decreased+575 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $213K
AMERICAN CENTY ETF TR — $1.3M
DANAHER CORP DEL — $613K
FIRST TR EXCHANGE-TRADED FD — $1.1M
INFLEQTION INC — $431K
ISHARES TR — $240K
ISHARES TR — $249K
ISHARES TR — $2.5M
JPMORGAN CHASE & CO — $1.6M
LINDE PLC — $656K
MCDONALDS CORP — $855K
NVIDIA CORPORATION — $952K
SELECT SECTOR SPDR TR — $3.5M
SELECT SECTOR SPDR TR — $842K
SPDR SERIES TRUST — $7.1M
STELLAR BANCORP INC — $1.9M
VANECK ETF TRUST — $1.1M
VANGUARD BD INDEX FDS — $6.6M
VANGUARD INDEX FDS — $278K
VANGUARD WORLD FD — $207K
… and 2 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