§ 13F · FUND PROFILE
Beaumont Asset Management, L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $199M (13F)Positions · 68Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 93K | $61M | 27.5% | +7% |
| 2 | MOAT | VANECK ETF TRUST | 187K | $18M | 8.1% | −13% |
| 3 | IBDR | ISHARES TR | 476K | $12M | 5.2% | +80% |
| 4 | GOOGL | ALPHABET INC | 30K | $9M | 3.8% | +1% |
| 5 | JAAA | JANUS DETROIT STR TR | 129K | $6M | 2.9% | +267% |
| 6 | VUSB | VANGUARD BD INDEX FDS | 129K | $6M | 2.9% | NEW |
| 7 | SPHQ | INVESCO EXCHANGE TRADED FD T | 85K | $6M | 2.9% | −1% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 83K | $6M | 2.8% | +31% |
| 9 | MSFT | MICROSOFT CORP | 17K | $6M | 2.8% | −7% |
| 10 | PULS | PGIM ETF TR | 114K | $6M | 2.5% | +1059% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEAUMONT SIGNAL
AC read
Beaumont Asset Management, L.L.C. is a Other fund managing $199 million in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed