Notify me when Beaumont Asset Management, L.L.C. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 71 | $200,108,334 | +$11,206,520 | -$12,042,517 | -$835,997 | IVV, MOAT, GOOGL, MSFT, SPHQ | 13F-HR | 20 Jan 2026, 21:32 |
| Q3 2025 | 68 | $198,735,816 | +$7,382,477 | -$7,056,577 | +$325,900 | IVV, MOAT, MSFT, IBDQ, GOOGL | 13F-HR | 28 Oct 2025, 21:43 |
| Q2 2025 | 65 | $186,257,266 | +$15,240,140 | -$10,137,046 | +$5,103,094 | IVV, MOAT, MSFT, IBDQ, SPHQ | 13F-HR | 23 Jul 2025, 15:52 |
| Q1 2025 | 69 | $165,559,268 | +$12,409,956 | -$10,449,559 | +$1,960,397 | IVV, MOAT, IBDQ, MSFT, VTV | 13F-HR | 08 May 2025, 10:25 |
| Q4 2024 | 63 | $172,679,469 | +$11,237,636 | -$12,294,580 | -$1,056,944 | IVV, MOAT, IBDQ, MSFT, GOOGL | 13F-HR | 28 Jan 2025, 12:33 |
| Q3 2024 | 64 | $171,914,810 | +$13,587,549 | -$5,134,957 | +$8,452,592 | IVV, MOAT, MSFT, VTV, GOOGL | 13F-HR | 24 Oct 2024, 18:51 |
| Q2 2024 | 66 | $155,630,736 | +$4,882,287 | -$1,513,201 | +$3,369,086 | IVV, MOAT, MSFT, VTV, GOOGL | 13F-HR | 02 Aug 2024, 12:50 |
| Q1 2024 | 64 | $150,306,476 | +$6,388,909 | -$8,909,570 | -$2,520,661 | IVV, MOAT, MSFT, VTV, GOOGL | 13F-HR | 13 May 2024, 09:11 |
| Q4 2023 | 64 | $141,904,137 | +$9,895,450 | -$4,037,956 | +$5,857,494 | IVV, MOAT, VTV, MSFT, GOOGL | 13F-HR | 01 Feb 2024, 13:30 |
| Q3 2023 | 62 | $121,774,282 | +$5,493,194 | -$10,727,197 | -$5,234,003 | IVV, MOAT, VTV, MSFT, GOOGL | 13F-HR | 30 Oct 2023, 11:29 |
| Q2 2023 | 67 | $131,868,620 | +$6,417,080 | -$19,797,078 | -$13,379,998 | IVV, MOAT, VTV, MSFT, GOOGL | 13F-HR | 02 Aug 2023, 10:43 |
| Q1 2023 | 72 | $136,334,484 | +$4,560,531 | -$13,875,577 | -$9,315,046 | IVV, MOAT, VTV, VCSH, MSFT | 13F-HR | 24 Apr 2023, 10:08 |
| Q4 2022 | 73 | $136,576,893 | +$7,869,717 | -$6,494,663 | +$1,375,054 | IVV, MOAT, VCSH, VTV, MSFT | 13F-HR | 18 Jan 2023, 16:30 |
| Q3 2022 | 70 | $126,112,000 | +$14,574,074 | -$8,945,385 | +$5,628,689 | IVV, MOAT, VCSH, VTV, MSFT | 13F-HR | 01 Nov 2022, 13:34 |
| Q2 2022 | 63 | $132,243,000 | +$18,623,134 | -$10,256,286 | +$8,366,848 | IVV, MOAT, VCSH, VTV, MSFT | 13F-HR | 19 Jul 2022, 13:25 |
| Q1 2022 | 67 | $147,991,000 | +$11,586,659 | -$4,682,649 | +$6,904,010 | IVV, MOAT, VCSH, MSFT, GOOGL | 13F-HR | 02 May 2022, 12:57 |
| Q4 2021 | 69 | $150,126,000 | +$7,382,417 | -$1,241,569 | +$6,140,848 | IVV, MOAT, VCSH, MSFT, XT | 13F-HR | 24 Jan 2022, 18:16 |
| Q3 2021 | 67 | $134,396,000 | +$6,096,946 | -$2,229,370 | +$3,867,576 | IVV, MOAT, VCSH, MSFT, XT | 13F-HR | 20 Oct 2021, 14:40 |
| Q2 2021 | 67 | $129,868,000 | +$8,871,615 | -$7,948,416 | +$923,199 | IVV, MOAT, VCSH, XT, MSFT | 13F-HR | 12 Aug 2021, 13:14 |
| Q1 2021 | 68 | $119,160,000 | +$6,948,811 | -$3,320,243 | +$3,628,568 | IVV, MOAT, VCSH, XT, MSFT | 13F-HR | 29 Apr 2021, 09:59 |
| Q4 2020 | 60 | $111,055,000 | +$5,079,366 | -$3,552,089 | +$1,527,277 | IVV, MOAT, VCSH, XT, MSFT | 13F-HR | 04 Feb 2021, 17:22 |
| Q3 2020 | 60 | $99,815,000 | +$4,061,486 | -$7,787,986 | -$3,726,500 | IVV, MOAT, VCSH, XT, MSFT | 13F-HR | 14 Oct 2020, 12:14 |
| Q2 2020 | 54 | $95,591,000 | +$8,718,772 | -$12,233,049 | -$3,514,277 | IVV, MOAT, VCSH, XT, MSFT | 13F-HR | 06 Aug 2020, 16:15 |
| Q1 2020 | 49 | $83,391,000 | +$9,470,403 | -$16,676,703 | -$7,206,300 | IVV, MOAT, VCSH, XT, MSFT | 13F-HR | 21 Apr 2020, 13:30 |
| Q4 2019 | 61 | $104,743,000 | $0 | $0 | $0 | IVV, MOAT, VCSH, XT, MSFT | 13F-HR | 29 Jan 2020, 10:24 |