13F Insight
DOSSIER · 13F-HR · Q2 2026

Beirne Wealth Consulting Services, LLC

$503M in tracked AUM across 102 positions as of Q2 2026.

BW
CIK 0001697303 · last filed Jun 30, 2026
Total AUM
$503M
as of Q2 2026
Holdings
102
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Beirne Wealth Consulting Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWD
ISHARES TR
$66M272K13.1%02
IWF
ISHARES TR
$47M382K9.4%03
EEM
ISHARES TR
$36M526K7.2%04
VEA
VANGUARD TAX-MANAGED FDS
$31M442K6.3%05
AGG
ISHARES TR
$30M301K5.9%06
IWM
ISHARES TR
$29M97K5.8%07
IVV
ISHARES TR
$21M27K4.1%08
LRGF
ISHARES TR
$20M268K4.0%09
VUG
VANGUARD INDEX FDS
$17M194K3.3%10
IJR
ISHARES TR
$16M108K3.2%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$125M▲ 0.0%
94 positionsLocked
Showing 12 of 31