Beirne Wealth Consulting Services, LLC
CIK 1697303
13F filing for Q2 2026・No. 3,882
- Holdings
- US$502.58M
- Quarter change
- +US$148.98M
- Entries
- 102
- Net bought (estimate)
- +US$125.23M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 10
- Cut 40
- Added 34
- Corporate actions 0
- Unchanged 21
Largest holdings
102 stocks worth US$502.58M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRRUS 1000 VAL ETF | Added | 271,741 | US$65.88M | 13.11% |
| IWFISHARES TRRUS 1000 GRW ETF | Added | 382,370 | US$47.48M | 9.45% |
| EEMISHARES TRMSCI EMG MKT ETF | Added | 526,196 | US$36M | 7.16% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 441,569 | US$31.46M | 6.26% |
| ISHARES TRCORE US AGGBD ET | Cut | 300,743 | US$29.77M | 5.92% |
| IWMISHARES TRRUSSELL 2000 ETF | Added | 96,580 | US$29.02M | 5.77% |
| IVVISHARES TRCORE S&P500 ETF | Added | 27,441 | US$20.57M | 4.09% |
| ISHARES TRU S EQUITY FACTR | Added | 267,564 | US$20.24M | 4.03% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 193,821 | US$16.7M | 3.32% |
| ISHARES TRCORE S&P SCP ETF | Added | 108,001 | US$16.02M | 3.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.