§ 13F · FUND PROFILE
Beirne Wealth Consulting Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $417M (13F)Positions · 227Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$994K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 426K | $42M | 12.0% | +3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 474K | $30M | 8.6% | +12% |
| 3 | IWD | ISHARES TR | 92K | $20M | 5.6% | +5% |
| 4 | IVV | ISHARES TR | 27K | $18M | 5.0% | −18% |
| 5 | LRGF | ISHARES TR | 267K | $18M | 5.0% | −12% |
| 6 | IEFA | ISHARES TR | 158K | $14M | 4.0% | +42% |
| 7 | VUG | VANGUARD INDEX FDS | 32K | $14M | 4.0% | ±0% |
| 8 | IJR | ISHARES TR | 107K | $13M | 3.8% | +102% |
| 9 | VB | VANGUARD INDEX FDS | 47K | $12M | 3.5% | +19% |
| 10 | VO | VANGUARD INDEX FDS | 42K | $12M | 3.4% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEIRNE SIGNAL
AC read
Beirne Wealth Consulting Services, LLC is a Other fund managing $417 million in assets. The fund runs a broad portfolio of 227 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed