Beaumont Asset Management, L.L.C.

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

Import this data to Google Sheets with:

=jivedata("beaumont-asset-management-l-l-c","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $222.2M76 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$241K	0.1%	2,344 SH	New
ALBEMARLE CORP	COM	$489K	0.2%Prev: 0.1%	2,725 SH	Increased-250 SH
ALPHABET INC	CAP STK CL A	$8.5M	3.8%Prev: 3.0%	29,709 SH	Increased-2,403 SH
ALPS ETF TR	ALERIAN MLP	$306K	0.1%Prev: 0.2%	5,816 SH	Decreased-1,086 SH
AMAZON COM INC	COM	$4.5M	2.0%Prev: 2.1%	21,431 SH	Increased+3,189 SH
AMERICAN EXPRESS CO	COM	$1.7M	0.8%Prev: 0.8%	5,533 SH	Increased+699 SH
AMGEN INC	COM	$593K	0.3%Prev: 0.3%	1,687 SH	Increased
APPLE INC	COM	$1.6M	0.7%Prev: 0.3%	6,200 SH	Increased+3,934 SH
AUTOMATIC DATA PROCESSING IN	COM	$249K	0.1%Prev: 0.3%	1,224 SH	Decreased-170 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$269K	0.1%Prev: 0.2%	561 SH	Decreased-2 SH
BLACKROCK INC	COM	$2.5M	1.1%Prev: 1.5%	2,622 SH	Increased+82 SH
BLACKSTONE INC	COM	$895K	0.4%Prev: 0.6%	7,787 SH	Decreased+1,093 SH
BROADCOM INC	COM	$2.9M	1.3%Prev: 0.9%	9,296 SH	Increased+330 SH
CHIPOTLE MEXICAN GRILL INC	COM	$573K	0.3%	17,885 SH	New
CLOROX CO DEL	COM	$752K	0.3%	7,254 SH	New
DANAHER CORP DEL	COM	$614K	0.3%	3,240 SH	New
EMERSON ELEC CO	COM	$269K	0.1%Prev: 0.2%	2,055 SH	Decreased-564 SH
EXXON MOBIL CORP	COM	$306K	0.1%Prev: 0.1%	1,806 SH	Increased+71 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$788K	0.4%	12,569 SH	New
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$580K	0.3%	8,149 SH	New
GENERAL DYNAMICS CORP	COM	$1.3M	0.6%Prev: 1.0%	3,695 SH	Decreased-2,265 SH
GOLDMAN SACHS GROUP INC	COM	$2.2M	1.0%Prev: 0.9%	2,657 SH	Increased-64 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$6.4M	2.9%Prev: 3.0%	84,839 SH	Increased+10,640 SH
ISHARES TR	0-5YR HI YL CP	$240K	0.1%	5,668 SH	New
ISHARES TR	CORE MSCI EAFE	$759K	0.3%	8,379 SH	New
ISHARES TR	CORE S&P SCP ETF	$201K	0.1%	1,617 SH	New
ISHARES TR	CORE S&P500 ETF	$61.0M	27.5%Prev: 27.9%	93,364 SH	Increased+11,225 SH
ISHARES TR	IBONDS DEC 2030	$2.4M	1.1%Prev: 0.6%	111,603 SH	Increased+62,453 SH
ISHARES TR	IBONDS DEC 2031	$5.4M	2.4%Prev: 0.7%	256,851 SH	Increased+199,631 SH
ISHARES TR	IBONDS DEC 26	$218K	0.1%	8,520 SH	New
ISHARES TR	IBONDS DEC 28	$205K	0.1%	8,030 SH	New
ISHARES TR	IBONDS DEC 29	$2.5M	1.1%Prev: 0.6%	106,225 SH	Increased+61,810 SH
ISHARES TR	IBONDS DEC2026	$11.5M	5.2%Prev: 3.1%	476,015 SH	Increased+263,368 SH
ISHARES TR	RUSSELL 3000 ETF	$1.0M	0.5%Prev: 0.6%	2,791 SH	Increased-154 SH
ISHARES TR	S&P 100 ETF	$2.3M	1.0%Prev: 1.2%	7,084 SH	Increased
ISHARES TR	S&P SML 600 GWT	$1.4M	0.7%Prev: 0.8%	10,015 SH	Increased-524 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$6.5M	2.9%	129,015 SH	New
JPMORGAN CHASE & CO	COM	$1.5M	0.7%	5,027 SH	New
LINDE PLC	SHS	$632K	0.3%	1,274 SH	New
LOCKHEED MARTIN CORP	COM	$1.8M	0.8%Prev: 0.8%	2,960 SH	Increased+19 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.6%Prev: 0.9%	2,582 SH	Decreased-5 SH
MEDTRONIC PLC	SHS	$546K	0.2%Prev: 0.6%	6,297 SH	Decreased-3,889 SH
MERCK & CO INC	COM	$973K	0.4%Prev: 0.4%	8,090 SH	Increased-44 SH
MICROSOFT CORP	COM	$6.2M	2.8%Prev: 4.0%	16,795 SH	Decreased-922 SH
NVIDIA CORPORATION	COM	$464K	0.2%Prev: 0.3%	2,662 SH	Increased-1,200 SH
OTIS WORLDWIDE CORP	COM	$403K	0.2%	5,234 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$5.7M	2.5%	114,332 SH	New
REALTY INCOME CORP	COM	$714K	0.3%Prev: 0.3%	11,664 SH	Increased+3,621 SH
ROCKWELL AUTOMATION INC	COM	$1.5M	0.7%Prev: 0.7%	4,107 SH	Increased-363 SH
RTX CORPORATION	COM	$933K	0.4%Prev: 0.4%	4,837 SH	Increased-87 SH
SALESFORCE INC	COM	$1.2M	0.5%Prev: 1.2%	6,240 SH	Decreased-1,402 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$3.2M	1.5%	52,818 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$780K	0.4%	15,793 SH	New
SERVICENOW INC	COM	$1.6M	0.7%Prev: 1.5%	15,197 SH	Decreased+12,130 SH
SOUTHERN CO	COM	$734K	0.3%Prev: 0.4%	7,600 SH	Increased+307 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.7M	1.7%	11,369 SH	New
STELLAR BANCORP INC	COM	$1.7M	0.8%	45,801 SH	New
TARGET CORP	COM	$266K	0.1%Prev: 0.2%	2,194 SH	Decreased-548 SH
TEXAS INSTRS INC	COM	$533K	0.2%Prev: 0.3%	2,745 SH	Increased-106 SH
THIRD COAST BANCSHARES INC	COM	$229K	0.1%Prev: 0.2%	6,044 SH	Decreased-2,500 SH
UBER TECHNOLOGIES INC	COM	$728K	0.3%Prev: 0.6%	10,118 SH	Decreased-4,426 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$18.0M	8.1%Prev: 13.3%	186,512 SH	Decreased-62,983 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$613K	0.3%Prev: 0.9%	1,599 SH	Decreased-5,454 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$935K	0.4%Prev: 0.6%	4,588 SH	Decreased-1,227 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$6.4M	2.9%	128,881 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$227K	0.1%	789 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$4.4M	2.0%Prev: 2.3%	20,159 SH	Increased-458 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	1.0%Prev: 0.8%	7,002 SH	Increased+2,197 SH
VANGUARD INDEX FDS	VALUE ETF	$4.9M	2.2%Prev: 3.2%	24,737 SH	Decreased-6,337 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$6.2M	2.8%	83,081 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$221K	0.1%	748 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$320K	0.1%Prev: 0.8%	4,150 SH	Decreased-15,872 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$659K	0.3%Prev: 0.2%	1,835 SH	Increased+984 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$2.4M	1.1%	6,651 SH	New
VICI PPTYS INC	COM	$454K	0.2%	16,626 SH	New
WALMART INC	COM	$2.8M	1.2%Prev: 1.2%	22,168 SH	Increased-1,147 SH

Sold (vs prior filing)

ABBOTT LABS — $323K
BECTON DICKINSON & CO — $701K
BLACKROCK DEBT STRATEGIES FD — $109K
COMCAST CORP NEW — $570K
CONSTELLATION BRANDS INC — $537K
COTERRA ENERGY INC — $642K
FIDELITY COVINGTON TRUST — $725K
FIDELITY COVINGTON TRUST — $232K
FIRST TR EXCHANGE TRADED FD — $642K
INVITATION HOMES INC — $476K
ISHARES TR — $234K
ISHARES TR — $8.2M
JPMORGAN CHASE & CO. — $1.2M
PEPSICO INC — $735K
PFIZER INC — $444K
PROCTER AND GAMBLE CO — $385K
SELECT SECTOR SPDR TR — $2.5M
SELECT SECTOR SPDR TR — $777K
SPDR SER TR — $2.3M

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