Beaumont Asset Management, L.L.C. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Beaumont Asset Management, L.L.C. held in its portfolio 71 assets valued at $200,108,334 (i.e. $200.11M).
The most valuable assets in the portfolio included: ISHARES TR ($60.02M), VANECK ETF TRUST ($22.23M), and ALPHABET INC ($9.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 71 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Beaumont Asset Management, L.L.C. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 87628 | 60019648 | CORE S&P500 ETF |
| VANECK ETF TRUST | 214645 | 22228600 | MRNGSTR WDE MOAT |
| ALPHABET INC | 29279 | 9164315 | CAP STK CL A |
| MICROSOFT CORP | 18013 | 8711653 | COM |
| INVESCO EXCHANGE TRADED FD T | 86100 | 6461784 | S&P500 QUALITY |
| ISHARES TR | 264526 | 6409459 | IBONDS DEC2026 |
| VANGUARD INDEX FDS | 25321 | 4836073 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 63586 | 4677401 | ALLWRLD EX US |
| AMAZON COM INC | 19965 | 4608321 | COM |
| VANGUARD INDEX FDS | 20561 | 4354575 | SM CP VAL ETF |
| ISHARES TR | 202120 | 4274833 | IBONDS DEC 2031 |
| SPDR SERIES TRUST | 11329 | 3643490 | STATE STREET SPD |
| VANGUARD WORLD FD | 7836 | 3234301 | MEGA GRWTH IND |
| BROADCOM INC | 9150 | 3166794 | COM |
| BLACKROCK INC | 2491 | 2666279 | COM |
| WALMART INC | 22229 | 2476502 | COM |
| ISHARES TR | 7084 | 2429599 | S&P 100 ETF |
| VANGUARD INDEX FDS | 7088 | 2376394 | TOTAL STK MKT |
| SELECT SECTOR SPDR TR | 52046 | 2326977 | STATE STREET ENE |
| GOLDMAN SACHS GROUP INC | 2644 | 2324076 | COM |
| SERVICENOW INC | 14381 | 2203054 | COM |
| SALESFORCE INC | 7497 | 1985929 | COM |
| GENERAL DYNAMICS CORP | 5768 | 1941878 | COM |
| JANUS DETROIT STR TR | 35115 | 1776107 | HENDRSON AAA CL |
| AMERICAN EXPRESS CO | 4798 | 1775020 | COM |
| JPMORGAN CHASE & CO. | 4998 | 1610456 | COM |
| ROCKWELL AUTOMATION INC | 4121 | 1603357 | COM |
| ISHARES TR | 70128 | 1547729 | IBONDS DEC 2030 |
| MASTERCARD INCORPORATED | 2574 | 1469445 | CL A |
| ISHARES TR | 9973 | 1407845 | S&P SML 600 GWT |
| LOCKHEED MARTIN CORP | 2880 | 1392970 | COM |
| BLACKSTONE INC | 7404 | 1141253 | COM |
| ISHARES TR | 2945 | 1139273 | RUSSELL 3000 ETF |
| VANGUARD ADMIRAL FDS INC | 4846 | 992703 | 500 VAL IDX FD |
| VANGUARD WORLD FD | 2298 | 905228 | CONSUM DIS ETF |
| RTX CORPORATION | 4798 | 879977 | COM |
| FIRST TR EXCHANGE TRADED FD | 12145 | 867760 | NASDAQ CYB ETF |
| SELECT SECTOR SPDR TR | 15602 | 854522 | STATE STREET FIN |
| MERCK & CO INC | 8017 | 843883 | COM |
| UBER TECHNOLOGIES INC | 9912 | 809910 | COM |
| ISHARES TR | 8288 | 741444 | CORE MSCI EAFE |
| APPLE INC | 2458 | 668232 | COM |
| REALTY INCOME CORP | 11646 | 656481 | COM |
| DANAHER CORPORATION | 2800 | 640903 | COM |
| SOUTHERN CO | 7252 | 632374 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 7154 | 586774 | COMMON STOCK |
| VANECK ETF TRUST | 1581 | 569366 | SEMICONDUCTR ETF |
| AMGEN INC | 1687 | 552012 | COM |
| MEDTRONIC PLC | 5746 | 551961 | SHS |
| TEXAS INSTRS INC | 2845 | 493614 | COM |
| PGIM ETF TR | 9868 | 489354 | PGIM ULTRA SH BD |
| CLOROX CO DEL | 4039 | 407252 | COM |
| CHIPOTLE MEXICAN GRILL INC | 10482 | 387843 | COM |
| ALBEMARLE CORP | 2725 | 385424 | COM |
| OTIS WORLDWIDE CORP | 4270 | 372996 | COM |
| ISHARES TR | 15601 | 365141 | IBONDS DEC 29 |
| EMERSON ELEC CO | 2619 | 347594 | COM |
| ALPS ETF TR | 7390 | 347478 | ALERIAN MLP |
| AUTOMATIC DATA PROCESSING IN | 1324 | 340573 | COM |
| ABBOTT LABS | 2444 | 306147 | COM |
| VANGUARD STAR FDS | 4007 | 302298 | VG TL INTL STK F |
| VICI PPTYS INC | 10221 | 287415 | COM |
| BERKSHIRE HATHAWAY INC DEL | 563 | 282992 | CL B NEW |
| THIRD COAST BANCSHARES INC | 7294 | 277245 | COM |
| TARGET CORP | 2728 | 266690 | COM |
| VANGUARD SCOTTSDALE FDS | 748 | 231162 | VNG RUS1000IDX |
| ISHARES TR | 5225 | 223996 | 0-5YR HI YL CP |
| ISHARES TR | 8520 | 218427 | IBONDS DEC 26 |
| EXXON MOBIL CORP | 1806 | 217385 | COM |
| VANGUARD INDEX FDS | 734 | 213021 | MID CAP ETF |
| ISHARES TR | 8030 | 205367 | IBONDS DEC 28 |
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