account_balance
Investment manager · 13F filer · SEC CIK 1798756
Beaumont Asset Management, L.l.c.
Reported value$289Mas of Sep 30, 2026
Positions80 6 new, 5 sold out
Top 10 weight62.7%IVV alone is 28%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
28.2%Added +8%
PULSPgim ETF Tr
7.5%Added +22%
MOATVaneck ETF Trust
6.6%
GOOGLAlphabet Inc.
3.6%
JAAAJanus Detroit STR Tr
3.5%Added +93%
MSFTMicrosoft Corp
3.1%Added +4%
IBDSiShares Tr
3.1%New
VEUVanguard Intl Equity Index F
2.5%Trimmed −2%
SPHQInvesco Exchange Traded Fd T
2.4%
IBDTiShares Tr
2.2%
XSDSPDR Series Trust
2.1%
VUSB2.0%
IVViShares Tr
28.2%Added +8%
PULSPgim ETF Tr
7.5%+22%
MOATVaneck ETF Trust
6.6%
JAAA3.5%
MSFT3.1%IBDS3.1%
VEU2.5%
SPHQ
IBDT2.2%
XSD2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 28.2% Added +8%
PULS Pgim ETF Tr 7.5% Added +22%
MOAT Vaneck ETF Trust 6.6% Held
GOOGL Alphabet Inc. 3.6% HeldJAAA Janus Detroit STR Tr 3.5% Added +93%
MSFT Microsoft Corp 3.1% Added +4%IBDS iShares Tr 3.1% New
VEU Vanguard Intl Equity Index F 2.5% Trimmed −2%
SPHQ Invesco Exchange Traded Fd T 2.4% Held
IBDT iShares Tr 2.2% New
XSD SPDR Series Trust 2.1% Held
VUSB Vanguard Bd Index FDS 2.0% Trimmed −12%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.