Beirne Wealth Consulting Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Beirne Wealth Consulting Services, LLC held in its portfolio 106 assets valued at $345,287,986 (i.e. $345.29M).
The most valuable assets in the portfolio included: ISHARES TR ($41.33M), VANGUARD TAX-MANAGED FDS ($26.46M), and ISHARES TR ($22.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 106 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Beirne Wealth Consulting Services, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 413763 | 41329307 | CORE US AGGBD ET |
| VANGUARD TAX-MANAGED FDS | 423574 | 26460707 | VAN FTSE DEV MKT |
| ISHARES TR | 33194 | 22755239 | CORE S&P500 ETF |
| ISHARES TR | 303492 | 21073052 | U S EQUITY FACTR |
| ISHARES TR | 87471 | 18403793 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 32234 | 15725825 | GROWTH ETF |
| ISHARES INC | 154361 | 10377720 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 35424 | 10281383 | MID CAP ETF |
| VANGUARD INDEX FDS | 39384 | 10159644 | SMALL CP ETF |
| ISHARES TR | 110755 | 9910494 | CORE MSCI EAFE |
| ISHARES TR | 17785 | 8419121 | RUS 1000 GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 144732 | 7780856 | FTSE EMR MKT ETF |
| VANECK ETF TRUST | 82056 | 7039255 | GOLD MINERS ETF |
| ISHARES TR | 100685 | 6646730 | CORE S&P MCP ETF |
| ISHARES TR | 53125 | 6387414 | CORE S&P SCP ETF |
| ISHARES TR | 108993 | 5963148 | MSCI EMG MKT ETF |
| ISHARES TR | 116523 | 5927502 | FLTG RATE NT ETF |
| ISHARES TR | 64308 | 5186951 | IBOXX HI YD ETF |
| ISHARES TR | 52914 | 5089706 | 7-10 YR TRSY BD |
| MICROSOFT CORP | 10159 | 4913177 | COM |
| ISHARES TR | 33514 | 4742448 | MSCI ACWI ETF |
| ISHARES TR | 62456 | 4678782 | US SML CAP EQT |
| APPLE INC | 17180 | 4670559 | COM |
| ISHARES TR | 110573 | 4174997 | INTL EQTY FACTOR |
| ISHARES TR | 44243 | 3857593 | 20 YR TR BD ETF |
| VANGUARD INDEX FDS | 5573 | 3495271 | S&P 500 ETF SHS |
| VANECK ETF TRUST | 30639 | 3487529 | JUNIOR GOLD MINE |
| ISHARES TR | 44338 | 3167782 | EAFE VALUE ETF |
| CAMECO CORP | 30538 | 2793952 | COM |
| PAN AMERN SILVER CORP | 52182 | 2703574 | COM |
| APOLLO GLOBAL MGMT INC | 18544 | 2684511 | COM |
| AMAZON COM INC | 10799 | 2492625 | COM |
| SPDR GOLD TR | 6113 | 2422703 | GOLD SHS |
| ISHARES TR | 9786 | 2409349 | RUSSELL 2000 ETF |
| ISHARES INC | 40174 | 2325533 | EMNG MKTS EQT |
| SPDR S&P 500 ETF TR | 2867 | 1961544 | TR UNIT |
| ALPHABET INC | 5936 | 1857968 | CAP STK CL A |
| ISHARES TR | 18677 | 1794161 | MSCI EAFE ETF |
| AGNICO EAGLE MINES LTD | 9747 | 1652437 | COM |
| EXXON MOBIL CORP | 13066 | 1572422 | COM |
| WHEATON PRECIOUS METALS CORP | 13187 | 1549837 | COM |
| ETFIS SER TR I | 38467 | 1542240 | INFRAC ACT MLP |
| ALTIMMUNE INC | 376458 | 1359014 | COM NEW |
| ISHARES TR | 12467 | 1305494 | GOV/CRED BD ETF |
| ALPHABET INC | 4064 | 1275501 | CAP STK CL C |
| NVIDIA CORPORATION | 6404 | 1194561 | COM |
| ALPS ETF TR | 24315 | 1143326 | ALERIAN MLP |
| ROCKET COS INC | 57750 | 1118040 | COM CL A |
| EQUINOX GOLD CORP | 75000 | 1053000 | COM |
| VANGUARD INDEX FDS | 10496 | 930623 | REAL ESTATE ETF |
| CHEVRON CORP NEW | 6105 | 930463 | COM |
| AMGEN INC | 2772 | 907303 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1739 | 874415 | CL B NEW |
| ISHARES TR | 6386 | 840334 | S&P MC 400VL ETF |
| ISHARES TR | 7955 | 815898 | CORE S&P US VLU |
| JPMORGAN CHASE & CO. | 2382 | 767528 | COM |
| CORNING INC | 7981 | 698836 | COM |
| GOLDMAN SACHS GROUP INC | 779 | 685667 | COM |
| BANK AMERICA CORP | 10993 | 604657 | COM |
| DEERE & CO | 1255 | 586323 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 935 | 566924 | UTSER1 S&PDCRP |
| ENOVIX CORPORATION | 76567 | 559705 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 6942 | 554355 | MLTFCTR LRG CAP |
| VISA INC | 1471 | 515894 | COM CL A |
| BANK NEW YORK MELLON CORP | 4405 | 511376 | COM |
| CITIGROUP INC | 4339 | 506318 | COM NEW |
| ISHARES TR | 1331 | 497309 | RUS 1000 ETF |
| SPROTT ETF TRUST | 7000 | 487410 | GOLD MINERS ETF |
| ISHARES TR | 5885 | 487396 | 1 3 YR TREAS BD |
| ORACLE CORP | 2452 | 477919 | COM |
| BARRICK MNG CORP | 10366 | 451439 | COM SHS |
| VIPER ENERGY INC | 11281 | 435813 | CL A |
| NEWMONT CORP | 4346 | 433948 | COM |
| TESLA INC | 932 | 419139 | COM |
| ISHARES TR | 9725 | 417020 | 0-5YR HI YL CP |
| TRANSOCEAN LTD | 100040 | 413165 | REGISTERED SHS |
| ISHARES U S ETF TR | 7842 | 400855 | SHORT DURATION B |
| UNITEDHEALTH GROUP INC | 1208 | 398773 | COM |
| ISHARES TR | 4479 | 379329 | CORE MSCI TOTAL |
| TIDEWATER INC NEW | 7500 | 378825 | COM |
| MCEWEN INC. | 20000 | 370200 | COM NEW |
| CONOCOPHILLIPS | 3737 | 349821 | COM |
| SPROTT ETF TRUST | 4000 | 336520 | JR GOLD MINERS E |
| VANGUARD INDEX FDS | 1737 | 331750 | VALUE ETF |
| ELI LILLY & CO | 307 | 329927 | COM |
| BOEING CO | 1518 | 329588 | COM |
| OPENDOOR TECHNOLOGIES INC | 55606 | 324183 | COM |
| FIDELITY COVINGTON TRUST | 9422 | 322610 | INT VL FCT ETF |
| HONEYWELL INTL INC | 1573 | 306877 | COM |
| DUKE ENERGY CORP NEW | 2552 | 299209 | COM NEW |
| MORGAN STANLEY | 1646 | 292214 | COM NEW |
| SELECT SECTOR SPDR TR | 1992 | 286808 | STATE STREET TEC |
| SPROTT INC | 2858 | 279869 | COM NEW |
| EVERSOURCE ENERGY | 4102 | 276225 | COM |
| UGI CORP NEW | 7024 | 265542 | COM |
| SLB LIMITED | 6872 | 263758 | COM STK |
| JOHNSON & JOHNSON | 1237 | 255997 | COM |
| UNITED STATES ANTIMONY CORP | 50000 | 251000 | COM |
| PHILLIPS 66 | 1900 | 245176 | COM |
| PRECISION DRILLING CORP | 3270 | 235048 | COM NEW |
| NEXGEN ENERGY LTD | 25000 | 230000 | COM |
| MASTERCARD INCORPORATED | 400 | 228352 | CL A |
| HOME DEPOT INC | 663 | 228138 | COM |
| SIBANYE STILLWATER LTD | 15472 | 220488 | SPONSORED ADR |
| NOVAVAX INC | 15000 | 100800 | COM NEW |
| LINEAGE CELL THERAPEUTICS IN | 45000 | 75150 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.