Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Beirne Wealth Consulting Services, LLC (CIK 1697303) reported $502.6M across 102 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWD ($65.9M, 13.11%), IWF ($47.5M, 9.45%), EEM ($36.0M, 7.16%), VEA ($31.5M, 6.26%), AGG ($29.8M, 5.92%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IWDISHARES TR$65.9M13.11%271,741Added
2IWFISHARES TR$47.5M9.45%382,370Added
3EEMISHARES TR$36.0M7.16%526,196Added
4VEAVANGUARD TAX-MANAGED FDS$31.5M6.26%441,569Trimmed
5AGGISHARES TR$29.8M5.92%300,743Trimmed
6IWMISHARES TR$29.0M5.77%96,580Added
7IVVISHARES TR$20.6M4.09%27,441Added
8LRGFISHARES TR$20.2M4.03%267,564Added
9VUGVANGUARD INDEX FDS$16.7M3.32%193,821Added
10IJRISHARES TR$16.0M3.19%108,001Added
11IEFAISHARES TR$15.6M3.10%161,447Added
12VBVANGUARD INDEX FDS$14.3M2.84%47,050Added
13VOVANGUARD INDEX FDS$13.7M2.72%169,648Added
14IEMGISHARES INC$12.1M2.41%146,106Added
15VWOVANGUARD INTL EQUITY INDEX F$9.0M1.79%150,453Trimmed
16EFAISHARES TR$8.5M1.69%81,873Added
17HYGISHARES TR$7.1M1.42%89,110Added
18FLOTISHARES TR$6.7M1.32%130,392Added
19INTFISHARES TR$6.4M1.27%155,260Added
20SMLFISHARES TR$5.4M1.07%60,302Added
21GDXVANECK ETF TRUST$5.1M1.01%67,078Trimmed
22EMGFISHARES INC$5.1M1.01%69,136Added
23ACWIISHARES TR$4.8M0.95%30,420Added
24AAPLAPPLE INC$4.7M0.93%16,227Trimmed
25MSFTMICROSOFT CORP$4.1M0.81%10,962Added

Source: SEC Form 13F filings · as of 2026-06-30