Holdings
Beaumont Asset Management, L.L.C.
As of Sep 30, 2026, Beaumont Asset Management, L.L.C. reported 77 positions worth US$288M. Largest: iShares Core S&P 500 ETF, PGIM Ultra Short Bond ETF and VanEck Morningstar Wide Moat ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 107K | US$81.6M | new | Sep 30, 2026 |
| PGIM Ultra Short Bond ETF | 441K | US$21.8M | new | Sep 30, 2026 |
| VanEck Morningstar Wide Moat ETF | 180K | US$19M | new | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 30,193 | US$10.4M | −17 | Sep 30, 2026 |
| Janus Henderson AAA CLO ETF | 202K | US$10.2M | new | Sep 30, 2026 |
| Microsoft Corp. | 17,341 | US$8.89M | +619 | Sep 30, 2026 |
| iShares iBonds Dec 2027 Term Corporate ETF | 366K | US$8.83M | new | Sep 30, 2026 |
| Vanguard FTSE All-World ex-US Index Fund | 88,306 | US$7.33M | new | Sep 30, 2026 |
| Invesco S&P 500 Quality ETF | 84,205 | US$7.08M | new | Sep 30, 2026 |
| iShares iBonds Dec 2028 Term Corporate ETF | 255K | US$6.36M | new | Sep 30, 2026 |