§ 13F · FUND PROFILE
Beaumont Asset Management, L.L.C..
AUM · $257M (13F)Positions · 79Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 99K | $74M | 28.8% | +6% |
| 2 | MOAT | VANECK ETF TRUST | 179K | $19M | 7.2% | −4% |
| 3 | PULS | PGIM ETF TR | 361K | $18M | 6.9% | +215% |
| 4 | GOOGL | ALPHABET INC | 30K | $11M | 4.2% | +2% |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 84K | $8M | 3.0% | −1% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 90K | $8M | 2.9% | +9% |
| 7 | XSD | SPDR SERIES TRUST | 11K | $7M | 2.8% | +1% |
| 8 | VUSB | VANGUARD BD INDEX FDS | 133K | $7M | 2.6% | +3% |
| 9 | MSFT | MICROSOFT CORP | 17K | $6M | 2.4% | ±0% |
| 10 | IBDW | ISHARES TR | 276K | $6M | 2.2% | +8% |
§ 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 $257 million in assets. The fund runs a portfolio of 79 positions.
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