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: $200.1M71 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$306K	0.2%Prev: 0.2%	2,444 SH	Decreased
ALBEMARLE CORP	COM	$385K	0.2%Prev: 0.1%	2,725 SH	Increased
ALPHABET INC	CAP STK CL A	$9.2M	4.6%Prev: 3.6%	29,279 SH	Increased-54 SH
ALPS ETF TR	ALERIAN MLP	$347K	0.2%Prev: 0.2%	7,390 SH	Decreased-40 SH
AMAZON COM INC	COM	$4.6M	2.3%Prev: 2.1%	19,965 SH	Increased+725 SH
AMERICAN EXPRESS CO	COM	$1.8M	0.9%Prev: 0.8%	4,798 SH	Increased-86 SH
AMGEN INC	COM	$552K	0.3%Prev: 0.2%	1,687 SH	Increased
APPLE INC	COM	$668K	0.3%Prev: 0.3%	2,458 SH	Increased+217 SH
AUTOMATIC DATA PROCESSING IN	COM	$341K	0.2%Prev: 0.2%	1,324 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$283K	0.1%Prev: 0.1%	563 SH	Decreased
BLACKROCK INC	COM	$2.7M	1.3%Prev: 1.5%	2,491 SH	Decreased-46 SH
BLACKSTONE INC	COM	$1.1M	0.6%Prev: 0.6%	7,404 SH	Decreased-10 SH
BROADCOM INC	COM	$3.2M	1.6%Prev: 1.5%	9,150 SH	Increased+213 SH
CHIPOTLE MEXICAN GRILL INC	COM	$388K	0.2%	10,482 SH	New
CLOROX CO DEL	COM	$407K	0.2%Prev: 0.2%	4,039 SH	Decreased+488 SH
DANAHER CORPORATION	COM	$641K	0.3%	2,800 SH	New
EMERSON ELEC CO	COM	$348K	0.2%Prev: 0.2%	2,619 SH	Increased
EXXON MOBIL CORP	COM	$217K	0.1%Prev: 0.1%	1,806 SH	Increased
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$868K	0.4%Prev: 0.5%	12,145 SH	Decreased-290 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$587K	0.3%Prev: 0.3%	7,154 SH	Increased-19 SH
GENERAL DYNAMICS CORP	COM	$1.9M	1.0%Prev: 1.0%	5,768 SH	Decreased-188 SH
GOLDMAN SACHS GROUP INC	COM	$2.3M	1.2%Prev: 1.1%	2,644 SH	Increased-59 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$6.5M	3.2%Prev: 3.2%	86,100 SH	Increased+229 SH
ISHARES TR	0-5YR HI YL CP	$224K	0.1%Prev: 0.1%	5,225 SH	Increased+436 SH
ISHARES TR	CORE MSCI EAFE	$741K	0.4%Prev: 0.3%	8,288 SH	Increased+1,674 SH
ISHARES TR	CORE S&P500 ETF	$60.0M	30.0%Prev: 29.6%	87,628 SH	Increased-186 SH
ISHARES TR	IBONDS DEC 2030	$1.5M	0.8%Prev: 0.6%	70,128 SH	Increased+15,086 SH
ISHARES TR	IBONDS DEC 2031	$4.3M	2.1%Prev: 0.7%	202,120 SH	Increased+132,179 SH
ISHARES TR	IBONDS DEC 26	$218K	0.1%Prev: 0.1%	8,520 SH	Decreased
ISHARES TR	IBONDS DEC 28	$205K	0.1%Prev: 0.1%	8,030 SH	Decreased
ISHARES TR	IBONDS DEC 29	$365K	0.2%	15,601 SH	New
ISHARES TR	IBONDS DEC2026	$6.4M	3.2%Prev: 2.9%	264,526 SH	Increased+24,201 SH
ISHARES TR	RUSSELL 3000 ETF	$1.1M	0.6%Prev: 0.6%	2,945 SH	Increased
ISHARES TR	S&P 100 ETF	$2.4M	1.2%Prev: 1.2%	7,084 SH	Increased
ISHARES TR	S&P SML 600 GWT	$1.4M	0.7%Prev: 0.7%	9,973 SH	Decreased-295 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.8M	0.9%Prev: 0.6%	35,115 SH	Increased+11,558 SH
JPMORGAN CHASE & CO.	COM	$1.6M	0.8%Prev: 0.8%	4,998 SH	Increased-30 SH
LOCKHEED MARTIN CORP	COM	$1.4M	0.7%Prev: 0.7%	2,880 SH	Decreased-35 SH
MASTERCARD INCORPORATED	CL A	$1.5M	0.7%Prev: 0.7%	2,574 SH	Increased-6 SH
MEDTRONIC PLC	SHS	$552K	0.3%Prev: 0.5%	5,746 SH	Decreased-4,291 SH
MERCK & CO INC	COM	$844K	0.4%Prev: 0.3%	8,017 SH	Increased-13 SH
MICROSOFT CORP	COM	$8.7M	4.4%Prev: 4.6%	18,013 SH	Decreased+324 SH
OTIS WORLDWIDE CORP	COM	$373K	0.2%	4,270 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$489K	0.2%Prev: 0.2%	9,868 SH	Increased+573 SH
REALTY INCOME CORP	COM	$656K	0.3%Prev: 0.4%	11,646 SH	Decreased+9 SH
ROCKWELL AUTOMATION INC	COM	$1.6M	0.8%Prev: 0.8%	4,121 SH	Increased-189 SH
RTX CORPORATION	COM	$880K	0.4%Prev: 0.4%	4,798 SH	Increased-189 SH
SALESFORCE INC	COM	$2.0M	1.0%Prev: 0.9%	7,497 SH	Increased-155 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.3M	1.2%	52,046 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$855K	0.4%	15,602 SH	New
SERVICENOW INC	COM	$2.2M	1.1%Prev: 1.3%	14,381 SH	Decreased+11,496 SH
SOUTHERN CO	COM	$632K	0.3%Prev: 0.4%	7,252 SH	Decreased-157 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.6M	1.8%	11,329 SH	New
TARGET CORP	COM	$267K	0.1%Prev: 0.1%	2,728 SH	Increased
TEXAS INSTRS INC	COM	$494K	0.2%Prev: 0.3%	2,845 SH	Decreased
THIRD COAST BANCSHARES INC	COM	$277K	0.1%Prev: 0.2%	7,294 SH	Decreased-661 SH
UBER TECHNOLOGIES INC	COM	$810K	0.4%Prev: 0.5%	9,912 SH	Decreased-3 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$22.2M	11.1%Prev: 10.9%	214,645 SH	Increased-4,655 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$569K	0.3%	1,581 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$993K	0.5%Prev: 0.5%	4,846 SH	Decreased-248 SH
VANGUARD INDEX FDS	MID CAP ETF	$213K	0.1%Prev: 0.1%	734 SH	Decreased
VANGUARD INDEX FDS	SM CP VAL ETF	$4.4M	2.2%Prev: 2.2%	20,561 SH	Increased-120 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.4M	1.2%Prev: 1.2%	7,088 SH	Increased+10 SH
VANGUARD INDEX FDS	VALUE ETF	$4.8M	2.4%Prev: 2.8%	25,321 SH	Decreased-4,612 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.7M	2.3%Prev: 2.3%	63,586 SH	Increased-125 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$231K	0.1%Prev: 0.1%	748 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$302K	0.2%Prev: 0.1%	4,007 SH	Increased+14 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$905K	0.5%Prev: 0.5%	2,298 SH	Decreased-35 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$3.2M	1.6%Prev: 1.3%	7,836 SH	Increased+1,603 SH
VICI PPTYS INC	COM	$287K	0.1%	10,221 SH	New
WALMART INC	COM	$2.5M	1.2%Prev: 1.2%	22,229 SH	Increased-457 SH

Sold (vs prior filing)

CARMAX INC — $331K
ISHARES TR — $234K
ISHARES TR — $8.9M
SELECT SECTOR SPDR TR — $2.4M
SELECT SECTOR SPDR TR — $852K
SPDR SERIES TRUST — $3.6M

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