Beaumont Asset Management, L.L.C.

Est. AUM

$219.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$61.0M	93364	27.76%	SOLE
2	VANECK ETF TRUST	MRNGSTR WDE MOAT	$18.0M	186512	8.21%	SOLE
3	ISHARES TR	IBONDS DEC2026	$11.5M	476015	5.25%	SOLE
4	ALPHABET INC	CAP STK CL A	$8.5M	29709	3.89%	SOLE
5	JANUS DETROIT STR TR	HENDRSON AAA CL	$6.5M	129015	2.96%	SOLE
6	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$6.4M	128881	2.92%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$6.4M	84839	2.90%	SOLE
8	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$6.2M	83081	2.84%	SOLE
9	MICROSOFT CORP	COM	$6.2M	16795	2.83%	SOLE
10	PGIM ETF TR	PGIM ULTRA SH BD	$5.7M	114332	2.58%	SOLE
11	ISHARES TR	IBONDS DEC 2031	$5.4M	256851	2.45%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$4.9M	24737	2.21%	SOLE
13	AMAZON COM INC	COM	$4.5M	21431	2.03%	SOLE
14	VANGUARD INDEX FDS	SM CP VAL ETF	$4.4M	20159	1.99%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$3.7M	11369	1.69%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.2M	52818	1.47%	SOLE
17	BROADCOM INC	COM	$2.9M	9296	1.31%	SOLE
18	WALMART INC	COM	$2.8M	22168	1.25%	SOLE
19	BLACKROCK INC	COM	$2.5M	2622	1.15%	SOLE
20	ISHARES TR	IBONDS DEC 29	$2.5M	106225	1.12%	SOLE
21	VANGUARD WORLD FD	MEGA GRWTH IND	$2.4M	6651	1.11%	SOLE
22	ISHARES TR	S&P 100 ETF	$2.3M	7084	1.03%	SOLE
23	GOLDMAN SACHS GROUP INC	COM	$2.2M	2657	1.02%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	7002	1.02%	SOLE
25	LOCKHEED MARTIN CORP	COM	$1.8M	2960	0.81%	SOLE
26	STELLAR BANCORP INC	COM	$1.7M	45801	0.76%	SOLE
27	AMERICAN EXPRESS CO	COM	$1.7M	5533	0.76%	SOLE
28	SERVICENOW INC	COM	$1.6M	15197	0.72%	SOLE
29	APPLE INC	COM	$1.6M	6200	0.72%	SOLE
30	JPMORGAN CHASE & CO	COM	$1.5M	5027	0.67%	SOLE
31	ROCKWELL AUTOMATION INC	COM	$1.5M	4107	0.67%	SOLE
32	ISHARES TR	S&P SML 600 GWT	$1.4M	10015	0.66%	SOLE
33	MASTERCARD INCORPORATED	CL A	$1.3M	2582	0.59%	SOLE
34	GENERAL DYNAMICS CORP	COM	$1.3M	3695	0.58%	SOLE
35	SALESFORCE INC	COM	$1.2M	6240	0.53%	SOLE
36	ISHARES TR	RUSSELL 3000 ETF	$1.0M	2791	0.47%	SOLE
37	MERCK & CO INC	COM	$973K	8090	0.44%	SOLE
38	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$935K	4588	0.43%	SOLE
39	RTX CORPORATION	COM	$933K	4837	0.42%	SOLE
40	BLACKSTONE INC	COM	$895K	7787	0.41%	SOLE
41	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$788K	12569	0.36%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET FIN	$780K	15793	0.36%	SOLE
43	ISHARES TR	CORE MSCI EAFE	$759K	8379	0.35%	SOLE
44	CLOROX CO DEL	COM	$752K	7254	0.34%	SOLE
45	SOUTHERN CO	COM	$734K	7600	0.33%	SOLE
46	UBER TECHNOLOGIES INC	COM	$728K	10118	0.33%	SOLE
47	REALTY INCOME CORP	COM	$714K	11664	0.32%	SOLE
48	VANGUARD WORLD FD	CONSUM DIS ETF	$659K	1835	0.30%	SOLE
49	LINDE PLC	SHS	$632K	1274	0.29%	SOLE
50	DANAHER CORP DEL	COM	$614K	3240	0.28%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.