Beirne Wealth Consulting Services, LLC

CIK 0001697303 · SHELTON, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Beirne Wealth Consulting Services, LLC reported 102 positions worth $502.6M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: IWD (13.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$502.6M
2026 Q2
Positions
102
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.3%
Est. Net Flow (Q)
2026 Q2
10 / 102 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWDISHARES TRSH$65.9M13.11%271,741
2IWFISHARES TRSH$47.5M9.45%382,370
3EEMISHARES TRSH$36.0M7.16%526,196
4VEAVANGUARD TAX-MANAGED FDSSH$31.5M6.26%441,569
5AGGISHARES TRSH$29.8M5.92%300,743
6IWMISHARES TRSH$29.0M5.77%96,580
7IVVISHARES TRSH$20.6M4.09%27,441
8LRGFISHARES TRSH$20.2M4.03%267,564
9VUGVANGUARD INDEX FDSSH$16.7M3.32%193,821
10IJRISHARES TRSH$16.0M3.19%108,001

The free plan shows the top 10 positions. The remaining 92 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Beirne Wealth Consulting Services, LLC hold as of Q2 2026?

Beirne Wealth Consulting Services, LLC reported 102 positions worth $502.6M in its Q2 2026 13F filing. Largest positions: IWD (13.1%), IWF (9.4%), EEM (7.2%), VEA (6.3%) and AGG (5.9%).

What did Beirne Wealth Consulting Services, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Beirne Wealth Consulting Services, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.