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: $257.4M79 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$213K	0.1%	2,344 SH	New
ALBEMARLE CORP	COM	$368K	0.1%	2,725 SH	New
ALPHABET INC	CAP STK CL A	$10.8M	4.2%Prev: 2.8%	30,210 SH	Increased+546 SH
ALPS ETF TR	ALERIAN MLP	$246K	0.1%Prev: 0.2%	4,748 SH	Decreased-2,546 SH
AMAZON COM INC	COM	$5.2M	2.0%Prev: 2.2%	21,864 SH	Increased+3,448 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.3M	0.5%	10,294 SH	New
AMERICAN EXPRESS CO	COM	$1.9M	0.7%Prev: 0.8%	5,527 SH	Increased+689 SH
AMGEN INC	COM	$611K	0.2%Prev: 0.3%	1,687 SH	Increased
APPLE INC	COM	$2.2M	0.9%Prev: 0.2%	7,641 SH	Increased+5,375 SH
AUTOMATIC DATA PROCESSING IN	COM	$274K	0.1%Prev: 0.2%	1,224 SH	Decreased-100 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$259K	0.1%Prev: 0.1%	518 SH	Decreased-45 SH
BLACKROCK INC	COM	$2.6M	1.0%Prev: 1.5%	2,721 SH	Decreased+139 SH
BLACKSTONE INC	COM	$958K	0.4%Prev: 0.6%	8,144 SH	Decreased+808 SH
BROADCOM INC	COM	$3.7M	1.5%Prev: 1.3%	9,908 SH	Increased+868 SH
DANAHER CORP DEL	COM	$613K	0.2%	3,219 SH	New
EMERSON ELEC CO	COM	$294K	0.1%Prev: 0.2%	2,055 SH	Decreased-564 SH
EXXON MOBIL CORP	COM	$247K	0.1%	1,806 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.1M	0.4%	12,275 SH	New
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$506K	0.2%Prev: 0.3%	7,905 SH	Decreased+703 SH
GENERAL DYNAMICS CORP	COM	$1.3M	0.5%Prev: 0.9%	3,685 SH	Decreased-2,370 SH
GOLDMAN SACHS GROUP INC	COM	$2.7M	1.0%Prev: 1.0%	2,650 SH	Increased-100 SH
INFLEQTION INC	COM SHS	$431K	0.2%	32,392 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$7.6M	3.0%Prev: 4.3%	84,339 SH	Decreased-28,562 SH
ISHARES TR	0-5YR HI YL CP	$255K	0.1%	6,018 SH	New
ISHARES TR	CORE MSCI EAFE	$805K	0.3%	8,334 SH	New
ISHARES TR	CORE S&P SCP ETF	$240K	0.1%	1,617 SH	New
ISHARES TR	CORE S&P500 ETF	$74.2M	28.8%Prev: 28.7%	99,101 SH	Increased+12,872 SH
ISHARES TR	IBONDS DEC 2030	$4.2M	1.6%Prev: 0.6%	191,235 SH	Increased+137,551 SH
ISHARES TR	IBONDS DEC 2031	$5.8M	2.2%Prev: 0.7%	276,416 SH	Increased+215,790 SH
ISHARES TR	IBONDS DEC 2033	$249K	0.1%	9,678 SH	New
ISHARES TR	IBONDS DEC 26	$218K	0.1%Prev: 0.1%	8,520 SH	Increased+200 SH
ISHARES TR	IBONDS DEC 28	$205K	0.1%	8,030 SH	New
ISHARES TR	IBONDS DEC 29	$2.5M	1.0%Prev: 0.6%	109,199 SH	Increased+60,525 SH
ISHARES TR	IBONDS DEC2026	$2.5M	1.0%Prev: 3.0%	104,541 SH	Decreased-129,394 SH
ISHARES TR	RUSSELL 3000 ETF	$1.2M	0.5%Prev: 0.6%	2,791 SH	Increased-154 SH
ISHARES TR	S&P 100 ETF	$2.6M	1.0%Prev: 1.2%	7,084 SH	Increased
ISHARES TR	S&P SML 600 GWT	$1.8M	0.7%Prev: 0.7%	9,944 SH	Increased-537 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$5.3M	2.0%	104,415 SH	New
JPMORGAN CHASE & CO	COM	$1.6M	0.6%	5,020 SH	New
LINDE PLC	SHS	$656K	0.3%	1,264 SH	New
LOCKHEED MARTIN CORP	COM	$1.6M	0.6%Prev: 0.7%	3,067 SH	Increased+120 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.5%Prev: 0.8%	2,754 SH	Decreased+133 SH
MCDONALDS CORP	COM	$855K	0.3%	3,163 SH	New
MEDTRONIC PLC	SHS	$490K	0.2%Prev: 0.5%	6,265 SH	Decreased-3,986 SH
MERCK & CO INC	COM	$1.0M	0.4%Prev: 0.4%	8,037 SH	Increased-276 SH
MICROSOFT CORP	COM	$6.2M	2.4%Prev: 4.8%	16,722 SH	Decreased-1,089 SH
NVIDIA CORPORATION	COM	$952K	0.4%	4,757 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$17.9M	6.9%	360,506 SH	New
REALTY INCOME CORP	COM	$723K	0.3%Prev: 0.4%	11,663 SH	Increased-201 SH
ROCKWELL AUTOMATION INC	COM	$2.0M	0.8%Prev: 0.8%	4,092 SH	Increased-287 SH
RTX CORPORATION	COM	$1.2M	0.5%Prev: 0.4%	6,451 SH	Increased+1,424 SH
SALESFORCE INC	COM	$961K	0.4%Prev: 1.1%	6,132 SH	Decreased-1,595 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$3.5M	1.3%	65,097 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$842K	0.3%	15,708 SH	New
SERVICENOW INC	COM	$1.6M	0.6%Prev: 1.6%	15,766 SH	Decreased+12,830 SH
SOUTHERN CO	COM	$725K	0.3%Prev: 0.4%	7,570 SH	Increased+287 SH
SPDR SERIES TRUST	ST STR SP SEMI	$7.1M	2.8%	11,434 SH	New
STELLAR BANCORP INC	COM	$1.9M	0.7%	47,801 SH	New
TARGET CORP	COM	$287K	0.1%Prev: 0.1%	2,194 SH	Increased-548 SH
TEXAS INSTRS INC	COM	$798K	0.3%Prev: 0.3%	2,678 SH	Increased-167 SH
UBER TECHNOLOGIES INC	COM	$729K	0.3%Prev: 0.5%	10,103 SH	Decreased+149 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$18.6M	7.2%Prev: 11.7%	179,283 SH	Decreased-53,645 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.1M	0.4%	1,735 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$985K	0.4%Prev: 0.5%	4,495 SH	Increased-724 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$6.6M	2.6%	132,982 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$255K	0.1%Prev: 0.1%	3,168 SH	Increased+2,444 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.0M	1.6%Prev: 2.2%	16,565 SH	Decreased-4,082 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$278K	0.1%	761 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	1.0%Prev: 1.1%	7,029 SH	Increased+2 SH
VANGUARD INDEX FDS	VALUE ETF	$4.9M	1.9%Prev: 2.9%	22,443 SH	Decreased-8,135 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.6M	2.9%Prev: 2.3%	90,297 SH	Increased+26,520 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$253K	0.1%Prev: 0.1%	748 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$353K	0.1%Prev: 0.1%	4,126 SH	Increased+629 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$726K	0.3%Prev: 0.5%	1,831 SH	Decreased-551 SH
VANGUARD WORLD FD	INF TECH ETF	$207K	0.1%	1,728 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$3.1M	1.2%Prev: 0.3%	35,335 SH	Increased+33,656 SH
VICI PPTYS INC	COM	$483K	0.2%	18,182 SH	New
WALMART INC	COM	$2.5M	1.0%Prev: 1.2%	22,111 SH	Increased-1,076 SH
WISDOMTREE TR	QUANT COMPU FD	$295K	0.1%	7,806 SH	New

Sold (vs prior filing)

ABBOTT LABS — $331K
CARMAX INC — $520K
COMCAST CORP NEW — $546K
CONSTELLATION BRANDS INC — $475K
FIDELITY COVINGTON TRUST — $248K
FIRST TR EXCHANGE TRADED FD — $954K
ISHARES TR — $234K
ISHARES TR — $8.6M
JPMORGAN CHASE & CO. — $1.5M
PROCTER AND GAMBLE CO — $376K
SELECT SECTOR SPDR TR — $2.3M
SELECT SECTOR SPDR TR — $824K
SPDR SERIES TRUST — $3.0M
THIRD COAST BANCSHARES INC — $279K

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