Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beaumont Asset Management, L.L.C. (CIK 1798756) reported $222.2M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($61.0M, 27.45%), MOAT ($18.0M, 8.12%), IBDR ($11.5M, 5.19%), GOOGL ($8.5M, 3.85%), JAAA ($6.5M, 2.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $61.0M | 27.45% | 93,364 | Added |
| 2 | MOAT | VANECK ETF TRUST | $18.0M | 8.12% | 186,512 | Trimmed |
| 3 | IBDR | ISHARES TR | $11.5M | 5.19% | 476,015 | Added |
| 4 | GOOGL | ALPHABET INC | $8.5M | 3.85% | 29,709 | Added |
| 5 | JAAA | JANUS DETROIT STR TR | $6.5M | 2.93% | 129,015 | Added |
| 6 | VUSB | VANGUARD BD INDEX FDS | $6.4M | 2.89% | 128,881 | New |
| 7 | SPHQ | INVESCO EXCHANGE TRADED FD T | $6.4M | 2.87% | 84,839 | Trimmed |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $6.2M | 2.81% | 83,081 | Added |
| 9 | MSFT | MICROSOFT CORP | $6.2M | 2.80% | 16,795 | Trimmed |
| 10 | PULS | PGIM ETF TR | $5.7M | 2.55% | 114,332 | Added |
| 11 | IBDW | ISHARES TR | $5.4M | 2.42% | 256,851 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $4.9M | 2.18% | 24,737 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $4.5M | 2.01% | 21,431 | Added |
| 14 | VBR | VANGUARD INDEX FDS | $4.4M | 1.97% | 20,159 | Trimmed |
| 15 | XSD | SPDR SERIES TRUST | $3.7M | 1.67% | 11,369 | Added |
| 16 | XLE | SELECT SECTOR SPDR TR | $3.2M | 1.46% | 52,818 | Added |
| 17 | AVGO | BROADCOM INC | $2.9M | 1.30% | 9,296 | Added |
| 18 | WMT | WALMART INC | $2.8M | 1.24% | 22,168 | Trimmed |
| 19 | BLK | BLACKROCK INC | $2.5M | 1.14% | 2,622 | Added |
| 20 | IBDU | ISHARES TR | $2.5M | 1.11% | 106,225 | Added |
| 21 | MGK | VANGUARD WORLD FD | $2.4M | 1.10% | 6,651 | Trimmed |
| 22 | IBDV | ISHARES TR | $2.4M | 1.10% | 111,603 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $2.2M | 1.01% | 7,002 | Trimmed |
| 24 | GS | GOLDMAN SACHS GROUP INC | $2.2M | 1.01% | 2,657 | Added |
| 25 | OEF | ISHARES TR | $2.3M | 1.01% | 7,084 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31