Go Pro

Beirne Wealth Consulting Services, LLC Top Holdings and 13F Report (2026)

About Beirne Wealth Consulting Services, LLC

Investment Activity

  • Beirne Wealth Consulting Services, LLC has $502.58 million in total holdings as of June 30, 2026.
  • Beirne Wealth Consulting Services, LLC owns shares of 102 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 35.04% of the portfolio was purchased this quarter.
  • About 5.53% of the portfolio was sold this quarter.
  • This quarter, Beirne Wealth Consulting Services, LLC has purchased 105 new stocks and bought additional shares in 33 stocks.
  • Beirne Wealth Consulting Services, LLC sold shares of 41 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

21037T109 - Constellation Energy
$433,902 Holding
89417E109 - Travelers Companies
$300,080 Holding
369604301 - GE Aerospace
$242,925 Holding
30161N101 - Exelon
$231,795 Holding
92343V104 - Verizon Communications
$220,210 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF
370,045 shares (about $45.95M)
iShares Russell 1000 Value ETF
179,760 shares (about $43.58M)
iShares Russell 2000 ETF
87,708 shares (about $26.35M)
iShares MSCI Emerging Markets ETF
382,676 shares (about $26.18M)
Vanguard Growth ETF
161,552 shares (about $13.92M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF
125,221 shares (about $12.40M)
Vanguard FTSE Developed Markets ETF
32,152 shares (about $2.29M)
VanEck Gold Miners ETF
17,354 shares (about $1.31M)
Agnico Eagle Mines
7,057 shares (about $1.09M)
Pan American Silver
23,008 shares (about $1.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeirne Wealth Consulting Services, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$65,884,591$43,583,464 â–²195.4%271,74113.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$47,479,649$45,949,229 â–²3,002.4%382,3709.4%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$35,997,367$26,179,082 â–²266.6%526,1967.2%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$31,461,860$2,290,835 â–¼-6.8%441,5696.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$29,770,448$12,395,584 â–¼-29.4%300,7435.9%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$29,018,421$26,352,740 â–²988.6%96,5805.8%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$20,568,972$125,178 â–²0.6%27,4414.1%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$20,237,643$50,223 â–²0.2%267,5644.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$16,695,809$13,916,146 â–²500.6%193,8213.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$16,021,604$102,211 â–²0.6%108,0013.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$15,594,687$363,384 â–²2.4%161,4473.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$14,262,767$41,833 â–²0.3%47,0502.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$13,668,699$10,262,321 â–²301.3%169,6482.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$12,105,411$108,787 â–²0.9%146,1062.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,980,559$5,074 â–¼-0.1%150,4531.8%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$8,505,718$5,810,313 â–²215.6%81,8731.7%Finance
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$7,127,927$225,332 â–²3.3%89,1101.4%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$6,657,732$8,169 â–²0.1%130,3921.3%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$6,360,275$142,887 â–²2.3%155,2601.3%ETF
iShares U.S. Small Cap Equity Factor ETF stock logo
SMLF
iShares U.S. Small Cap Equity Factor ETF
$5,377,638$27,289 â–²0.5%60,3021.1%ETF
iShares Emerging Markets Equity Factor ETF stock logo
EMGF
iShares Emerging Markets Equity Factor ETF
$5,066,702$15,463 â–²0.3%69,1361.0%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$5,062,053$1,309,623 â–¼-20.6%67,0781.0%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$4,776,165$2,669 â–²0.1%30,4201.0%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$4,695,453$92,595 â–¼-1.9%16,2270.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$4,089,256$344,315 â–²9.2%10,9620.8%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$3,913,512$88,700 â–²2.3%45,2680.8%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$3,567,291$71,997 â–²2.1%37,7060.7%ETF
VanEck Junior Gold Miners ETF stock logo
GDXJ
VanEck Junior Gold Miners ETF
$3,495,557$169,249 â–¼-4.6%35,5650.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,231,566$8,931 â–²0.3%4,7040.6%ETF
Cameco Corporation stock logo
CCJ
Cameco
$3,110,6350.0%30,5380.6%Basic Materials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,043,602$288,391 â–²10.5%12,7700.6%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,248,279$4,421 â–¼-0.2%6,1030.4%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,226,965$25,771 â–²1.2%23,0720.4%ETF
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$2,196,108$2,248 â–²0.1%18,5620.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,183,889$86,126 â–²4.1%6,1110.4%Computer and Technology
InfraCap MLP ETF stock logo
AMZA
InfraCap MLP ETF
$1,789,053$11,087 â–¼-0.6%38,7290.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,692,241$454,509 â–¼-21.2%2,2600.3%Finance
iShares Government/Credit Bond ETF stock logo
GBF
iShares Government/Credit Bond ETF
$1,502,415$114,947 â–¼-7.1%14,4690.3%ETF
Pan American Silver Corp. stock logo
PAAS
Pan American Silver
$1,308,577$1,030,558 â–¼-44.1%29,2150.3%Basic Materials
Altimmune, Inc. stock logo
ALT
Altimmune
$1,282,449$30,400 â–²2.4%421,8580.3%Medical
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$1,273,928$6,533 â–²0.5%24,5690.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,236,426$190,817 â–¼-13.4%3,4990.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,155,143$17,017 â–¼-1.5%5,7700.2%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,128,167$15,292 â–²1.4%14,6070.2%ETF
Corning Incorporated stock logo
GLW
Corning
$1,036,018$1,019,411 â–¼-49.6%4,0550.2%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$993,069$26,024 â–¼-2.6%5,9910.2%Energy
Amgen Inc. stock logo
AMGN
Amgen
$985,691$18,106 â–¼-1.8%2,7220.2%Medical
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$928,116$15,365 â–¼-1.6%6,2820.2%ETF
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$860,682$599,253 â–¼-41.0%7,6610.2%Basic Materials
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$860,209$48,922 â–¼-5.4%7,8070.2%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$849,8270.0%1,6980.2%Finance
Deere & Company stock logo
DE
Deere & Company
$798,1180.0%1,2550.2%Industrials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$792,160$3,035 â–²0.4%7830.2%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$737,148$43,862 â–¼-5.6%2,2520.1%Finance
Equinox Gold Corp. stock logo
EQX
Equinox Gold
$641,802$87,336 â–¼-12.0%66,0280.1%Basic Materials
BANK OF NY MELLON CORP
$637,0070.0%4,4050.1%COM
Bank of America Corporation stock logo
BAC
Bank of America
$617,632$9,573 â–¼-1.5%10,8390.1%Finance
Citigroup Inc. stock logo
C
Citigroup
$616,5240.0%4,4050.1%Financial Services
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$549,634$28,747 â–¼-5.0%5,7550.1%Manufacturing
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$526,084$29,738 â–¼-5.4%12,4010.1%ETF
Enovix Corporation stock logo
ENVX
Enovix
$499,446$34,684 â–²7.5%82,2810.1%Energy
John Hancock Multifactor Large Cap ETF stock logo
JHML
John Hancock Multifactor Large Cap ETF
$476,734$43,169 â–¼-8.3%5,3450.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$474,652$23,691 â–¼-4.8%1,1420.1%Medical
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$433,902$433,902 â–²New Holding1,7470.1%Energy
VIPER ENERGY INC
$430,717$70,260 â–¼-14.0%10,1580.1%CL A
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$418,851$1,094,752 â–¼-72.3%2,7000.1%Basic Materials
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$413,762$32,985 â–¼-7.4%8,1660.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$411,121$41,809 â–¼-9.2%1,0030.1%ETF
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$389,813$173,250 â–¼-30.8%24,7500.1%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$386,9520.0%9200.1%Auto/Tires/Trucks
ConocoPhillips stock logo
COP
ConocoPhillips
$384,5480.0%3,6990.1%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$379,5420.0%1,9920.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$378,5440.0%1,7370.1%ETF
McEwen Inc. stock logo
MUX
McEwen
$362,6000.0%20,0000.1%Basic Materials
Oracle Corporation stock logo
ORCL
Oracle
$358,0220.0%2,4430.1%Computer and Technology
United States Antimony Co. stock logo
UAMY
United States Antimony
$355,7400.0%49,0000.1%Basic Materials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$352,6320.0%2940.1%Medical
Tidewater Inc. stock logo
TDW
Tidewater
$333,150$166,575 â–¼-33.3%5,0000.1%Energy
The Boeing Company stock logo
BA
Boeing
$329,6830.0%1,5230.1%Aerospace
Duke Energy Corporation stock logo
DUK
Duke Energy
$324,757$886 â–²0.3%2,5650.1%Utilities
Phillips 66 stock logo
PSX
Phillips 66
$323,3920.0%1,9130.1%Energy
BARRICK MNG CORP
$307,283$73,460 â–¼-19.3%8,3660.1%COM SHS
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$300,080$300,080 â–²New Holding9090.1%Finance
Halliburton Company stock logo
HAL
Halliburton
$285,466$8,250 â–¼-2.8%8,4080.1%Energy
SLB Limited stock logo
SLB
SLB
$285,338$128,163 â–¼-31.0%6,0980.1%Energy
Morgan Stanley stock logo
MS
Morgan Stanley
$275,724$62,712 â–¼-18.5%1,3190.1%Finance
Visa Inc. stock logo
V
Visa
$274,472$217,862 â–¼-44.3%8000.1%Business Services
Precision Drilling Corporation stock logo
PDS
Precision Drilling
$250,6780.0%3,2700.0%Energy
GE Aerospace stock logo
GE
GE Aerospace
$242,925$242,925 â–²New Holding6500.0%Aerospace
NexGen Energy stock logo
NXE
NexGen Energy
$234,7500.0%25,0000.0%Basic Materials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$234,5440.0%8000.0%Basic Materials
Exelon Corporation stock logo
EXC
Exelon
$231,795$231,795 â–²New Holding4,9720.0%Utilities
UGI Corporation stock logo
UGI
UGI
$231,277$13,966 â–¼-5.7%6,6240.0%Utilities
The Home Depot, Inc. stock logo
HD
Home Depot
$227,8320.0%6460.0%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$220,210$220,210 â–²New Holding5,2010.0%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$220,192$93,969 â–¼-29.9%8670.0%Medical
Sprott Gold Miners ETF stock logo
SGDM
Sprott Gold Miners ETF
$220,045$220,045 â–¼-50.0%3,5000.0%ETF
Eversource Energy stock logo
ES
Eversource Energy
$216,344$78,066 â–¼-26.5%2,9930.0%Utilities
IYJ
iShares U.S. Industrials ETF
$209,979$209,979 â–²New Holding1,2600.0%ETF
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$204,771$204,771 â–²New Holding3,2560.0%Basic Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data