13F Insight
DOSSIER · 13F-HR · Q3 2026

Beirne Wealth Consulting Services, LLC

$505M in tracked AUM across 99 positions as of Q3 2026.

BW
CIK 0001697303 · last filed Sep 30, 2026
Total AUM
$505M
as of Q3 2026
Holdings
99
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Beirne Wealth Consulting Services, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IWD
ISHARES TR
$65M261K12.8%02
IWF
ISHARES TR
$53M420K10.4%03
EEM
ISHARES TR
$35M526K7.0%04
AGG
ISHARES TR
$35M367K6.9%05
VEA
VANGUARD TAX-MANAGED FDS
$31M443K6.2%06
IWM
ISHARES TR
$28M102K5.6%07
IVV
ISHARES TR
$21M28K4.2%08
LRGF
ISHARES TR
$21M271K4.2%09
VUG
VANGUARD INDEX FDS
$17M194K3.5%10
IEFA
ISHARES TR
$16M165K3.2%

Filing history

2026Q3Sep 30
$505M▲ 0.5%
99 positionsView →2026Q2Jun 30
$503M▲ 42.1%
102 positionsView →2026Q1Mar 31
$354M▲ 2.4%
105 positionsView →2025Q4Dec 31
$345M▲ 157.5%
106 positionsView →2025Q3Sep 30
$134M▼ 56.5%
103 positionsLocked2025Q2Jun 30
$308M▲ 9.8%
103 positionsLocked2025Q1Mar 31
$281M▲ 1.2%
102 positionsLocked2024Q4Dec 31
$277M▼ 2.6%
98 positionsLocked2024Q3Sep 30
$285M▲ 14.8%
103 positionsLocked2024Q2Jun 30
$248M▲ 5.2%
99 positionsLocked2024Q1Mar 31
$236M▲ 16.8%
99 positionsLocked2023Q4Dec 31
$202M▲ 61.0%
155 positionsLocked
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