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 $289.34 million in total holdings as of September 30, 2026.Beaumont Asset Management, L.L.C. owns shares of 80 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 12.77% of the portfolio was purchased this quarter.About 2.66% of the portfolio was sold this quarter.This quarter, Beaumont Asset Management, L.L.C. has purchased 79 new stocks and bought additional shares in 42 stocks.Beaumont Asset Management, L.L.C. sold shares of 21 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $81,598,254PGIM Ultra Short Bond ETF $21,836,107VanEck Morningstar Wide Moat ETF $18,995,313Alphabet $10,388,941Janus Henderson AAA CLO ETF $10,181,543 Largest New Holdings this Quarter 46435UAA9 - iShares iBonds Dec 2027 Term Corporate ETF $8,828,148 Holding46435U515 - iShares iBonds Dec 2028 Term Corporate ETF $6,355,016 Holding743606105 - Prosperity Bancshares $1,301,027 Holding46436E312 - iShares iBonds Dec 2032 Term Corporate ETF $281,691 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $276,581 Holding Largest Purchases this Quarter iShares iBonds Dec 2027 Term Corporate ETF 366,009 shares (about $8.83M)iShares iBonds Dec 2028 Term Corporate ETF 254,608 shares (about $6.36M)iShares Core S&P 500 ETF 7,445 shares (about $5.70M)Janus Henderson AAA CLO ETF 97,320 shares (about $4.91M)PGIM Ultra Short Bond ETF 80,984 shares (about $4.01M) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 15,677 shares (about $776.79K)Vanguard Small-Cap Value ETF 1,212 shares (about $280.01K)Vanguard FTSE All-World ex-US ETF 1,991 shares (about $165.19K)iShares iBonds Dec 2031 Term Corporate ETF 7,278 shares (about $146.00K)Mastercard 36 shares (about $19.85K) 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$81,598,254$5,701,753 ▲7.5%106,54628.2%ETFPULSPGIM Ultra Short Bond ETF$21,836,107$4,005,471 ▲22.5%441,4907.5%ETFMOATVanEck Morningstar Wide Moat ETF$18,995,313$43,341 ▲0.2%179,6936.6%ETFGOOGLAlphabet$10,388,941$5,849 ▼-0.1%30,1933.6%Communication ServicesJAAAJanus Henderson AAA CLO ETF$10,181,543$4,911,730 ▲93.2%201,7353.5%ETFMSFTMicrosoft$8,894,367$317,491 ▲3.7%17,3413.1%TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$8,828,148$8,828,148 ▲New Holding366,0093.1%ETFVEUVanguard FTSE All-World ex-US ETF$7,326,779$165,194 ▼-2.2%88,3062.5%ETFSPHQInvesco S&P 500 Quality ETF$7,079,967$11,267 ▼-0.2%84,2052.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$6,355,016$6,355,016 ▲New Holding254,6082.2%ETFXSDSPDR S&P Semiconductor ETF$6,114,490$58,788 ▲1.0%11,5452.1%ETFVUSBVanguard Ultra-Short Bond ETF$5,812,443$776,793 ▼-11.8%117,3052.0%ETFAMZNAmazon.com$5,459,380$11,959 ▲0.2%21,9121.9%Consumer DiscretionaryIBDWiShares iBonds Dec 2031 Term Corporate ETF$5,398,918$145,997 ▼-2.6%269,1381.9%ETFVTVVanguard Value ETF$5,124,577$275,071 ▲5.7%23,7161.8%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$4,450,957$408,255 ▲10.1%210,5471.5%ETFXLEEnergy Select Sector SPDR Fund$4,075,175$71,709 ▲1.8%66,2631.4%ETFAVGOBroadcom$3,662,188$182,618 ▲5.2%10,4281.3%TechnologyVBRVanguard Small-Cap Value ETF$3,547,057$280,013 ▼-7.3%15,3531.2%ETFMGKVanguard Mega Cap Growth ETF$3,264,893$8,894 ▼-0.3%35,2391.1%ETFBLACKROCK INC$3,019,574$139,707 ▲4.9%2,8531.0%COMIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,980,978$503,262 ▲20.3%131,3791.0%ETFOEFiShares S&P 100 ETF$2,706,6550.0%7,0840.9%ETFAAPLApple$2,633,522$88,916 ▲3.5%7,9080.9%TechnologyVTIVanguard Total Stock Market ETF$2,632,404$1,871 ▲0.1%7,0340.9%ETFGSThe Goldman Sachs Group$2,484,093$98,139 ▲4.1%2,7590.9%FinanceAVUVAvantis U.S. Small Cap Value ETF$2,304,923$1,092,574 ▲90.1%19,5710.8%ETFWALMART INC$2,283,864$13,925 ▼-0.6%21,9770.8%COMNOWServiceNow$2,106,930$5,897 ▼-0.3%15,7220.7%TechnologyROKRockwell Automation$1,772,228$9,142 ▼-0.5%4,0710.6%IndustrialsAXPAmerican Express$1,686,843$6,082 ▲0.4%5,5470.6%FinanceLMTLockheed Martin$1,677,470$115,600 ▲7.4%3,2940.6%IndustrialsJPMJPMorgan Chase & Co.$1,663,744$2,977 ▲0.2%5,0290.6%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$1,592,718$1,603 ▼-0.1%9,9340.6%ETFMAMastercard$1,498,895$19,853 ▼-1.3%2,7180.5%FinanceNVDANVIDIA$1,467,876$381,415 ▲35.1%6,4270.5%TechnologyCRMSalesforce$1,394,673$13,086 ▼-0.9%6,0750.5%TechnologyPBProsperity Bancshares$1,301,027$1,301,027 ▲New Holding19,6500.4%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$1,268,832$3,402 ▲0.3%12,3080.4%ETFGDGeneral Dynamics$1,226,467$3,650 ▲0.3%3,6960.4%IndustrialsRTXRTX$1,207,884$10,211 ▲0.9%6,5060.4%IndustrialsIWViShares Russell 3000 ETF$1,204,7630.0%2,7910.4%ETFMRKMerck & Co., Inc.$1,171,799$3,923 ▲0.3%8,0640.4%HealthcareSMHVanEck Semiconductor ETF$1,082,193$25,578 ▲2.4%1,7770.4%ETFVOOVVanguard S&P 500 Value ETF$1,014,005$23,576 ▲2.4%4,6020.4%ETFBXBlackstone$909,835$3,026 ▼-0.3%8,1170.3%FinanceMCDMcDonald's$860,252$129,788 ▲17.8%3,7250.3%Consumer DiscretionaryXLFFinancial Select Sector SPDR Fund$838,594$214 ▼0.0%15,7040.3%ETFIEFAiShares Core MSCI EAFE ETF$809,336$1,938 ▲0.2%8,3540.3%ETFTXNTexas Instruments$750,1930.0%2,6780.3%TechnologyIBDYiShares iBonds Dec 2033 Term Corporate ETF$746,126$509,209 ▲214.9%30,4790.3%ETFORealty Income$714,468$81,177 ▲12.8%13,1580.2%Real EstateAMGNAmgen$710,8820.0%1,6870.2%HealthcareVCRVanguard Consumer Discretionary ETF$696,903$29,174 ▲4.4%1,9110.2%ETFUBERUber Technologies$689,827$2,329 ▼-0.3%10,0690.2%IndustrialsLINDE PLC$638,404$38,447 ▲6.4%1,3450.2%SHSSOSouthern$630,296$2,818 ▲0.4%7,6040.2%UtilitiesMDTMedtronic$549,495$8,888 ▲1.6%6,3680.2%HealthcareVICIVICI Properties$413,345$4,295 ▼-1.0%17,9950.1%Real EstateVXUSVanguard Total International Stock ETF$381,895$31,350 ▲8.9%4,4950.1%ETFTGTTarget$343,8230.0%2,1940.1%Consumer StaplesEMREmerson Electric$318,7310.0%2,0550.1%IndustrialsWISDOMTREE TR$309,668$59,407 ▲23.7%9,6590.1%QUANT COMPU FDADPAutomatic Data Processing$309,414$6,452 ▼-2.0%1,1990.1%IndustrialsALBAlbemarle$288,674$423 ▲0.1%2,7290.1%MaterialsIBDXiShares iBonds Dec 2032 Term Corporate ETF$281,691$281,691 ▲New Holding11,7030.1%ETFEXXONMOBIL HOLDINGS CORP$276,581$276,581 ▲New Holding1,6990.1%COM SHSVOVanguard Mid-Cap ETF$270,157$21,722 ▲8.7%3,4450.1%ETFMPCMarathon Petroleum$261,373$261,373 ▲New Holding6610.1%EnergyBRK.BBerkshire Hathaway$257,9380.0%5180.1%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$257,318$9,075 ▲3.7%6,2380.1%ETFVONEVanguard Russell 1000 ETF$257,3120.0%7480.1%ETFVBKVanguard Small-Cap Growth ETF$256,751$338 ▼-0.1%7600.1%ETFAMLPAlerian MLP ETF$236,164$10,115 ▼-4.1%4,5530.1%ETFABTAbbott Laboratories$231,6090.0%2,3440.1%HealthcareIJRiShares Core S&P Small-Cap ETF$219,9770.0%1,6170.1%ETFVGTVanguard Information Technology ETF$219,168$2,011 ▲0.9%1,7440.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$216,249$216,249 ▲New Holding2,1690.1%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$205,633$12,820 ▼-5.9%8,0200.1%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$202,880$1,006 ▲0.5%8,0700.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$0$2,533,024 ▼-100.0%00.0%ETFSTELLAR BANCORP INC$0$1,879,535 ▼-100.0%00.0%COMDHRDanaher$0$613,094 ▼-100.0%00.0%HealthcareGEHCGE HealthCare Technologies$0$505,999 ▼-100.0%00.0%HealthcareINFLEQTION INC$0$431,461 ▼-100.0%00.0%COM SHSXOMExxonMobil$0$246,974 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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