Beaumont Asset Management, L.L.C. - Portfolio overview

Beaumont Asset Management, L.L.C. has 79 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 26.33%
2. MOAT - VANECK ETF TRUST, 7.79%
3. IBDR - ISHARES TR, 4.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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