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Holders — by stockHoldings — by fund

Beaumont Asset Management, L.L.C.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001798756

$257.4M

disclosed book value

79

positions

28.8%

largest position share

Positions, as of 2026-06-30

top 79 of 79 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES TR99,101$74.2M28.8%
2MOATVANECK ETF TRUST179,283$18.6M7.2%
3PULSPGIM ETF TR360,506$17.9M6.9%
4GOOGLALPHABET INC30,210$10.8M4.2%
5SPHQINVESCO EXCHANGE TRADED FD T84,339$7.6M3%
6VEUVANGUARD INTL EQUITY INDEX F90,297$7.6M2.9%
7XSDSPDR SERIES TRUST11,434$7.1M2.8%
8VUSBVANGUARD BD INDEX FDS132,982$6.6M2.6%
9MSFTMICROSOFT CORP16,722$6.2M2.4%
10IBDWISHARES TR276,416$5.8M2.2%
11JAAAJANUS DETROIT STR TR104,415$5.3M2%
12AMZNAMAZON COM INC21,864$5.2M2%
13VTVVANGUARD INDEX FDS22,443$4.9M1.9%
14IBDVISHARES TR191,235$4.2M1.6%
15VBRVANGUARD INDEX FDS16,565$4.0M1.6%
16AVGOBROADCOM INC9,908$3.7M1.5%
17XLESELECT SECTOR SPDR TR65,097$3.5M1.3%
18MGKVANGUARD WORLD FD35,335$3.1M1.2%
19GSGOLDMAN SACHS GROUP INC2,650$2.7M1%
20BLKBLACKROCK INC2,721$2.6M1%
21VTIVANGUARD INDEX FDS7,029$2.6M1%
22OEFISHARES TR7,084$2.6M1%
23IBDRISHARES TR104,541$2.5M1%
24IBDUISHARES TR109,199$2.5M1%
25WMTWALMART INC22,111$2.5M1%
26AAPLAPPLE INC7,641$2.2M0.9%
27ROKROCKWELL AUTOMATION INC4,092$2.0M0.8%
28STELLAR BANCORP INC47,801$1.9M0.7%
29AXPAMERICAN EXPRESS CO5,527$1.9M0.7%
30IJTISHARES TR9,944$1.8M0.7%
31JPMJPMORGAN CHASE & CO5,020$1.6M0.6%
32NOWSERVICENOW INC15,766$1.6M0.6%
33LMTLOCKHEED MARTIN CORP3,067$1.6M0.6%
34MAMASTERCARD INCORPORATED2,754$1.4M0.5%
35GDGENERAL DYNAMICS CORP3,685$1.3M0.5%
36AVUVAMERICAN CENTY ETF TR10,294$1.3M0.5%
37RTXRTX CORPORATION6,451$1.2M0.5%
38IWVISHARES TR2,791$1.2M0.5%
39SMHVANECK ETF TRUST1,735$1.1M0.4%
40CIBRFIRST TR EXCHANGE-TRADED FD12,275$1.1M0.4%
41MRKMERCK & CO INC8,037$1.0M0.4%
42VOOVVANGUARD ADMIRAL FDS INC4,495$985,3490.4%
43CRMSALESFORCE INC6,132$960,6630.4%
44BXBLACKSTONE INC8,144$958,3040.4%
45NVDANVIDIA CORPORATION4,757$951,8960.4%
46MCDMCDONALDS CORP3,163$854,9910.3%
47XLFSELECT SECTOR SPDR TR15,708$842,1060.3%
48IEFAISHARES TR8,334$804,8980.3%
49TXNTEXAS INSTRS INC2,678$798,3510.3%
50UBERUBER TECHNOLOGIES INC10,103$729,0320.3%
51VCRVANGUARD WORLD FD1,831$726,1930.3%
52SOSOUTHERN CO7,570$724,5250.3%
53OREALTY INCOME CORP11,663$722,6490.3%
54LINDE PLC1,264$655,9400.3%
55DHRDANAHER CORP DEL3,219$613,0940.2%
56AMGNAMGEN INC1,687$610,7200.2%
57GEHCGE HEALTHCARE TECHNOLOGIES I7,905$505,9990.2%
58MEDTRONIC PLC6,265$490,1110.2%
59VICIVICI PPTYS INC18,182$482,7320.2%
60INFQINFLEQTION INC32,392$431,4610.2%
61ALBALBEMARLE CORP2,725$367,9570.1%
62VXUSVANGUARD STAR FDS4,126$352,7430.1%
63WQTMWISDOMTREE TR7,806$295,1450.1%
64EMREMERSON ELEC CO2,055$294,1730.1%
65TGTTARGET CORP2,194$286,5960.1%
66VBKVANGUARD INDEX FDS761$278,2980.1%
67ADPAUTOMATIC DATA PROCESSING IN1,224$274,1150.1%
68BRK/BBERKSHIRE HATHAWAY INC DEL518$259,2020.1%
69VOVANGUARD INDEX FDS3,168$255,2460.1%
70SHYGISHARES TR6,018$255,2230.1%
71VONEVANGUARD SCOTTSDALE FDS748$253,3630.1%
72IBDYISHARES TR9,678$249,1600.1%
73EXMOCEXXON MOBIL CORP1,806$246,9740.1%
74AMLPALPS ETF TR4,748$246,1840.1%
75IJRISHARES TR1,617$239,8170.1%
76IBMOISHARES TR8,520$218,4540.1%
77ABTABBOTT LABORATORIES2,344$212,6500.1%
78VGTVANGUARD WORLD FD1,728$206,5310.1%
79IBMQISHARES TR8,030$205,4070.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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