§ 13F · FUND PROFILE
Beaumont Asset Management, L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $186.3T (13F)Positions · 65Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 88K | $60.0T | 30.0% | ±0% |
| 2 | MOAT | VANECK ETF TRUST | 215K | $22.2T | 11.1% | −2% |
| 3 | GOOGL | ALPHABET INC | 29K | $9.2T | 4.6% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 18K | $8.7T | 4.4% | +2% |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 86K | $6.5T | 3.2% | ±0% |
| 6 | IBDR | ISHARES TR | 265K | $6.4T | 3.2% | +10% |
| 7 | VTV | VANGUARD INDEX FDS | 25K | $4.8T | 2.4% | −15% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 64K | $4.7T | 2.3% | ±0% |
| 9 | AMZN | AMAZON COM INC | 20K | $4.6T | 2.3% | +4% |
| 10 | VBR | VANGUARD INDEX FDS | 21K | $4.4T | 2.2% | −1% |
§ 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 $186257.3 trillion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed