Beaumont Asset Management, L.L.C. Top Holdings and 13F Report (2026) About Beaumont Asset Management, L.L.C.Investment ActivityBeaumont Asset Management, L.L.C. has $222.16 million in total holdings as of March 31, 2026.Beaumont Asset Management, L.L.C. owns shares of 76 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 16.66% of the portfolio was purchased this quarter.About 2.47% of the portfolio was sold this quarter.This quarter, Beaumont Asset Management, L.L.C. has purchased 71 new stocks and bought additional shares in 42 stocks.Beaumont Asset Management, L.L.C. sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $60,986,298VanEck Morningstar Wide Moat ETF $18,035,706iShares iBonds Dec 2026 Term Corporate ETF $11,538,613Alphabet $8,543,146Janus Henderson AAA CLO ETF $6,498,480 Largest New Holdings this Quarter 92203C303 - Vanguard Ultra-Short Bond ETF $6,416,319 Holding858927106 - STELLAR BANCORP INC $1,676,775 HoldingG54950103 - LINDE PLC $631,598 Holding67066G104 - NVIDIA $464,312 Holding464287804 - iShares Core S&P Small-Cap ETF $201,009 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 128,881 shares (about $6.42M)PGIM Ultra Short Bond ETF 104,464 shares (about $5.17M)iShares iBonds Dec 2026 Term Corporate ETF 211,489 shares (about $5.13M)Janus Henderson AAA CLO ETF 93,900 shares (about $4.73M)iShares Core S&P 500 ETF 5,736 shares (about $3.75M) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 28,133 shares (about $2.72M)General Dynamics 2,073 shares (about $711.51K)Microsoft 1,218 shares (about $450.88K)Vanguard Mega Cap Growth ETF 1,185 shares (about $435.42K)Salesforce 1,257 shares (about $234.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeaumont Asset Management, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$60,986,298$3,746,813 â–²6.5%93,36427.5%ETFMOATVanEck Morningstar Wide Moat ETF$18,035,706$2,720,460 â–¼-13.1%186,5128.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$11,538,613$5,126,498 â–²80.0%476,0155.2%ETFGOOGLAlphabet$8,543,146$123,651 â–²1.5%29,7093.8%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$6,498,480$4,729,739 â–²267.4%129,0152.9%ETFVUSBVanguard Ultra-Short Bond ETF$6,416,319$6,416,319 â–²New Holding128,8812.9%ETFSPHQInvesco S&P 500 Quality ETF$6,379,056$94,815 â–¼-1.5%84,8392.9%ETFVEUVanguard FTSE All-World ex-US ETF$6,239,400$1,464,078 â–²30.7%83,0812.8%ETFMSFTMicrosoft$6,217,134$450,876 â–¼-6.8%16,7952.8%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$5,659,434$5,170,968 â–²1,058.6%114,3322.5%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$5,375,896$1,145,521 â–²27.1%256,8512.4%ETFVTVVanguard Value ETF$4,853,417$114,581 â–¼-2.3%24,7372.2%ETFAMZNAmazon.com$4,463,438$305,324 â–²7.3%21,4312.0%Retail/WholesaleVBRVanguard Small-Cap Value ETF$4,379,593$87,336 â–¼-2.0%20,1592.0%ETFXSDSPDR S&P Semiconductor ETF$3,707,675$13,045 â–²0.4%11,3691.7%ETFXLEEnergy Select Sector SPDR Fund$3,235,631$47,293 â–²1.5%52,8181.5%ETFAVGOBroadcom$2,877,186$45,188 â–²1.6%9,2961.3%Computer and TechnologyWALMART INC$2,755,063$7,581 â–¼-0.3%22,1681.2%COMBLACKROCK INC$2,521,852$125,996 â–²5.3%2,6221.1%COMIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,470,782$2,107,904 â–²580.9%106,2251.1%ETFMGKVanguard Mega Cap Growth ETF$2,443,843$435,416 â–¼-15.1%6,6511.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$2,442,982$907,885 â–²59.1%111,6031.1%ETFOEFiShares S&P 100 ETF$2,253,2080.0%7,0841.0%ETFGSThe Goldman Sachs Group$2,247,795$10,998 â–²0.5%2,6571.0%FinanceVTIVanguard Total Stock Market ETF$2,246,312$27,590 â–¼-1.2%7,0021.0%ETFLMTLockheed Martin$1,788,994$48,351 â–²2.8%2,9600.8%AerospaceSTELLAR BANCORP INC$1,676,775$1,676,775 â–²New Holding45,8010.8%COMAXPAmerican Express$1,673,622$222,323 â–²15.3%5,5330.8%FinanceNOWServiceNow$1,588,866$85,314 â–²5.7%15,1970.7%Computer and TechnologyAAPLApple$1,573,498$949,682 â–²152.2%6,2000.7%Computer and TechnologyJPMJPMorgan Chase & Co.$1,478,742$8,531 â–²0.6%5,0270.7%FinanceROKRockwell Automation$1,473,920$5,024 â–¼-0.3%4,1070.7%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$1,449,271$6,078 â–²0.4%10,0150.7%ETFMAMastercard$1,290,122$3,997 â–²0.3%2,5820.6%Business ServicesGDGeneral Dynamics$1,268,222$711,509 â–¼-35.9%3,6950.6%AerospaceCRMSalesforce$1,164,824$234,645 â–¼-16.8%6,2400.5%Computer and TechnologyIWViShares Russell 3000 ETF$1,034,568$57,085 â–¼-5.2%2,7910.5%ETFMRKMerck & Co., Inc.$973,162$8,781 â–²0.9%8,0900.4%MedicalVOOVVanguard S&P 500 Value ETF$934,989$52,578 â–¼-5.3%4,5880.4%ETFRTXRTX$933,093$7,523 â–²0.8%4,8370.4%AerospaceBXBlackstone$895,427$44,041 â–²5.2%7,7870.4%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$787,825$26,576 â–²3.5%12,5690.4%ManufacturingXLFFinancial Select Sector SPDR Fund$779,700$9,430 â–²1.2%15,7930.4%ETFIEFAiShares Core MSCI EAFE ETF$758,551$8,238 â–²1.1%8,3790.3%ETFCLXClorox$751,732$333,170 â–²79.6%7,2540.3%Consumer StaplesSOSouthern$733,552$33,589 â–²4.8%7,6000.3%UtilitiesUBERUber Technologies$727,788$14,818 â–²2.1%10,1180.3%Computer and TechnologyORealty Income$713,575$1,101 â–²0.2%11,6640.3%FinanceVCRVanguard Consumer Discretionary ETF$658,820$166,231 â–¼-20.1%1,8350.3%ETFLINDE PLC$631,598$631,598 â–²New Holding1,2740.3%SHSDHRDanaher$614,243$83,416 â–²15.7%3,2400.3%MedicalSMHVanEck Semiconductor ETF$613,057$6,901 â–²1.1%1,5990.3%ManufacturingAMGNAmgen$593,3990.0%1,6870.3%MedicalGEHCGE HealthCare Technologies$580,049$70,824 â–²13.9%8,1490.3%MedicalCMGChipotle Mexican Grill$572,507$236,973 â–²70.6%17,8850.3%Retail/WholesaleMDTMedtronic$545,635$47,744 â–²9.6%6,2970.2%MedicalTXNTexas Instruments$532,953$19,415 â–¼-3.5%2,7450.2%Computer and TechnologyALBAlbemarle$489,2190.0%2,7250.2%Basic MaterialsNVDANVIDIA$464,312$464,312 â–²New Holding2,6620.2%Computer and TechnologyVICIVICI Properties$454,222$174,984 â–²62.7%16,6260.2%FinanceOTISOtis Worldwide$403,457$74,309 â–²22.6%5,2340.2%IndustrialsVXUSVanguard Total International Stock ETF$320,017$11,027 â–²3.6%4,1500.1%ETFXOMExxonMobil$306,4770.0%1,8060.1%EnergyAMLPAlerian MLP ETF$306,154$82,855 â–¼-21.3%5,8160.1%ETFEMREmerson Electric$269,246$73,895 â–¼-21.5%2,0550.1%IndustrialsBRK.BBerkshire Hathaway$268,831$958 â–¼-0.4%5610.1%FinanceTGTTarget$265,948$64,729 â–¼-19.6%2,1940.1%Retail/WholesaleADPAutomatic Data Processing$248,692$20,318 â–¼-7.6%1,2240.1%Computer and TechnologyABTAbbott Laboratories$240,608$10,265 â–¼-4.1%2,3440.1%MedicalSHYGiShares 0-5 Year High Yield Corporate Bond ETF$239,813$18,743 â–²8.5%5,6680.1%ETFTCBXThird Coast Bancshares$228,645$47,288 â–¼-17.1%6,0440.1%FinanceVOVanguard Mid-Cap ETF$226,585$15,795 â–²7.5%7890.1%ETFVONEVanguard Russell 1000 ETF$220,7500.0%7480.1%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$218,3680.0%8,5200.1%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$205,0060.0%8,0300.1%ETFIJRiShares Core S&P Small-Cap ETF$201,009$201,009 â–²New Holding1,6170.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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