Beaumont Asset Management, L.L.C. holds a focused book of 79 stocks worth $257.4M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Avantis US Small Cap Value and trimmed Vaneck Morningstar Wide Moat. Their largest long position is Ishares Core S&P 500 ETF at 29% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1798756/holdings"
Use Arkolith to show Beaumont Asset Management, L.L.C.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Beaumont Asset Management, L.L.C.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
25% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $74.2M | 99.1K | 28.8% | ▲+6.1% Added · +6K sh | |
| 2 | Vaneck ETF Trust MRNGSTR WDE MOAT | $18.6M | 179.3K | 7.2% | ▼−3.9% Reduced · −7K sh | |
| 3 | Pgim ETF TR PGIM ULTRA SH BD | $17.9M | 360.5K | 6.9% | ▲+215% Added · +246K sh | |
| 4 | Alphabet Inc CAP STK CL A | $10.8M | 30.2K | 4.2% | ▲+1.7% Added · +501 sh | |
| 5 | Invesco Exchange Traded FD T S&P500 QUALITY | $7.6M | 84.3K | 3.0% | ▼−0.6% Reduced · −500 sh | |
| 6 | Vanguard Intl Equity Index F ALLWRLD EX US | $7.6M | 90.3K | 2.9% | ▲+8.7% Added · +7K sh | |
| 7 | SPDR Series Trust ST STR SP SEMI | $7.1M | 11.4K | 2.8% | ▲+0.6% Added · +65 sh | |
| 8 | Vanguard BD Index FDS VANGUARD ULTRA | $6.6M | 133.0K | 2.6% | ▲+3.2% Added · +4K sh | |
| 9 | Microsoft Corp COM | $6.2M | 16.7K | 2.4% | ▼−0.4% Reduced · −73 sh | |
| 10 | Ishares TR IBONDS DEC 2031 | $5.8M | 276.4K | 2.2% | ▲+7.6% Added · +20K sh | |
| 11 | Janus Detroit STR TR HENDRSON AAA CL | $5.3M | 104.4K | 2.0% | ▼−19% Reduced · −25K sh | |
| 12 | Amazon Com Inc COM | $5.2M | 21.9K | 2.0% | ▲+2.0% Added · +433 sh | |
| 13 | Vanguard Index FDS VALUE ETF | $4.9M | 22.4K | 1.9% | ▼−9.3% Reduced · −2K sh | |
| 14 | Ishares TR IBONDS DEC 2030 | $4.2M | 191.2K | 1.6% | ▲+71% Added · +80K sh | |
| 15 | Vanguard Index FDS SM CP VAL ETF | $4.0M | 16.6K | 1.6% | ▼−18% Reduced · −4K sh | |
| 16 | Broadcom Inc COM | $3.7M | 9.9K | 1.5% | ▲+6.6% Added · +612 sh | |
| 17 | Select Sector SPDR TR ST STR ENERG ETF | $3.5M | 65.1K | 1.3% | ▲+23% Added · +12K sh | |
| 18 | Vanguard World FD MEGA GRWTH IND | $3.1M | 35.3K | 1.2% | ▲+431% Added · +29K sh | |
| 19 | Goldman Sachs Group Inc COM | $2.7M | 2.6K | 1.0% | ▼−0.3% Reduced · −7 sh | |
| 20 | BlackRock Inc COM | $2.6M | 2.7K | 1.0% | ▲+3.8% Added · +99 sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $2.6M | 7.0K | 1.0% | ▲+0.4% Added · +27 sh | |
| 22 | Ishares TR S&P 100 ETF | $2.6M | 7.1K | 1.0% | —Held | |
| 23 | Ishares TR IBONDS DEC2026 | $2.5M | 104.5K | 1.0% | ▼−78% Reduced · −371K sh | |
| 24 | Ishares TR IBONDS DEC 29 | $2.5M | 109.2K | 1.0% | ▲+2.8% Added · +3K sh | |
| 25 | Walmart Inc COM | $2.5M | 22.1K | 1.0% | ▼−0.3% Reduced · −57 sh | |
| 26 | Apple Inc COM | $2.2M | 7.6K | 0.9% | ▲+23% Added · +1K sh | |
| 27 | Rockwell Automation Inc COM | $2.0M | 4.1K | 0.8% | ▼−0.4% Reduced · −15 sh | |
| 28 | Stellar Bancorp Inc COM | $1.9M | 47.8K | 0.7% | ▲+4.4% Added · +2K sh | |
| 29 | American Express Co COM | $1.9M | 5.5K | 0.7% | ▼−0.1% Reduced · −6 sh | |
| 30 | Ishares TR S&P SML 600 GWT | $1.8M | 9.9K | 0.7% | ▼−0.7% Reduced · −71 sh | |
| 31 | JPMorgan Chase & Co COM | $1.6M | 5.0K | 0.6% | ▼−0.1% Reduced · −7 sh | |
| 32 | Servicenow Inc COM | $1.6M | 15.8K | 0.6% | ▲+3.7% Added · +569 sh | |
| 33 | Lockheed Martin Corp COM | $1.6M | 3.1K | 0.6% | ▲+3.6% Added · +107 sh | |
| 34 | Mastercard Incorporated CL A | $1.4M | 2.8K | 0.5% | ▲+6.7% Added · +172 sh | |
| 35 | General Dynamics Corp COM | $1.3M | 3.7K | 0.5% | ▼−0.3% Reduced · −10 sh | |
| 36 | American Centy ETF TR US SML CP VALU | $1.3M | 10.3K | 0.5% | ▲New New position | |
| 37 | RTX Corporation COM | $1.2M | 6.5K | 0.5% | ▲+33% Added · +2K sh | |
| 38 | Ishares TR RUSSELL 3000 ETF | $1.2M | 2.8K | 0.5% | —Held | |
| 39 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.1M | 1.7K | 0.4% | ▲+8.5% Added · +136 sh | |
| 40 | First TR Exchange-Traded FD NASDAQ CYB ETF | $1.1M | 12.3K | 0.4% | ▼−2.3% Reduced · −294 sh | |
| 41 | Merck & Co Inc COM | $1.0M | 8.0K | 0.4% | ▼−0.7% Reduced · −53 sh | |
| 42 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $985K | 4.5K | 0.4% | ▼−2.0% Reduced · −93 sh | |
| 43 | Salesforce Inc COM | $961K | 6.1K | 0.4% | ▼−1.7% Reduced · −108 sh | |
| 44 | Blackstone Inc COM | $958K | 8.1K | 0.4% | ▲+4.6% Added · +357 sh | |
| 45 | Nvidia Corporation COM | $952K | 4.8K | 0.4% | ▲+79% Added · +2K sh | |
| 46 | McDonalds Corp COM | $855K | 3.2K | 0.3% | ▲New New position | |
| 47 | Select Sector SPDR TR ST STR FINL ETF | $842K | 15.7K | 0.3% | ▼−0.5% Reduced · −85 sh | |
| 48 | Ishares TR CORE MSCI EAFE | $805K | 8.3K | 0.3% | ▼−0.5% Reduced · −45 sh | |
| 49 | Texas Instrs Inc COM | $798K | 2.7K | 0.3% | ▼−2.4% Reduced · −67 sh | |
| 50 | Uber Technologies Inc COM | $729K | 10.1K | 0.3% | ▼−0.1% Reduced · −15 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 79 | $257.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 76 | $222.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 71 | $200.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 68 | $198.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 65 | $186.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 69 | $165.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 63 | $172.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 64 | $171.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.