Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beirne Wealth Consulting Services, LLC (CIK 1697303) reported $353.6M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($42.3M, 11.96%), VEA ($30.4M, 8.59%), IWD ($19.7M, 5.56%), IVV ($17.8M, 5.04%), LRGF ($17.6M, 4.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $42.3M | 11.96% | 425,964 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $30.4M | 8.59% | 473,721 | Added |
| 3 | IWD | ISHARES TR | $19.7M | 5.56% | 91,981 | Added |
| 4 | IVV | ISHARES TR | $17.8M | 5.04% | 27,274 | Trimmed |
| 5 | LRGF | ISHARES TR | $17.6M | 4.98% | 266,900 | Trimmed |
| 6 | IEFA | ISHARES TR | $14.3M | 4.04% | 157,685 | Added |
| 7 | VUG | VANGUARD INDEX FDS | $14.1M | 3.99% | 32,269 | Added |
| 8 | IJR | ISHARES TR | $13.3M | 3.77% | 107,312 | Added |
| 9 | VB | VANGUARD INDEX FDS | $12.3M | 3.48% | 46,912 | Added |
| 10 | VO | VANGUARD INDEX FDS | $12.1M | 3.43% | 42,278 | Added |
| 11 | IEMG | ISHARES INC | $10.1M | 2.86% | 144,793 | Trimmed |
| 12 | EEM | ISHARES TR | $8.2M | 2.31% | 143,520 | Added |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $8.1M | 2.30% | 150,538 | Added |
| 14 | GDX | VANECK ETF TRUST | $7.7M | 2.19% | 84,432 | Added |
| 15 | HYG | ISHARES TR | $6.9M | 1.94% | 86,293 | Added |
| 16 | FLOT | ISHARES TR | $6.6M | 1.88% | 130,232 | Added |
| 17 | INTF | ISHARES TR | $5.9M | 1.67% | 151,772 | Added |
| 18 | IWF | ISHARES TR | $5.3M | 1.49% | 12,325 | Trimmed |
| 19 | SMLF | ISHARES TR | $4.5M | 1.28% | 59,996 | Trimmed |
| 20 | GDXJ | VANECK ETF TRUST | $4.5M | 1.27% | 37,287 | Added |
| 21 | ACWI | ISHARES TR | $4.2M | 1.19% | 30,403 | Trimmed |
| 22 | AAPL | APPLE INC | $4.2M | 1.19% | 16,547 | Trimmed |
| 23 | EMGF | ISHARES INC | $4.2M | 1.18% | 68,925 | Added |
| 24 | TLT | ISHARES TR | $3.8M | 1.09% | 44,242 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $3.7M | 1.05% | 10,039 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31