StockDriftsStockDriftsTop 50 Beirne Wealth Consulting Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | 13.11% | 271.7K | $65.9M | +195.43%(+179.76K) | $205.10(+25.46%) | 2026-06-30 | |
| IWF | ISHARES TR | 9.45% | 382.4K | $47.5M | +675.60%(+333.07K) | $110.41(+11.75%) | 2026-06-30 | |
| EEM | ISHARES TR | 7.16% | 526.2K | $36.0M | +266.64%(+382.68K) | $57.04(+18.69%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.26% | 441.6K | $31.5M | -6.79%(-32.15K) | $50.85(+45.55%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.92% | 300.7K | $29.8M | -29.40%(-125.22K) | $101.20(-3.75%) | 2026-06-30 | |
| IWM | ISHARES TR | 5.77% | 96.6K | $29.0M | +988.59%(+87.71K) | $264.05(+15.04%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.09% | 27.4K | $20.6M | +0.61%(+167) | $368.23(+111.54%) | 2026-06-30 | |
| LRGF | ISHARES TR | 4.03% | 267.6K | $20.2M | +0.25%(+664) | $32.47(+144.00%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.32% | 193.8K | $16.7M | +0.11%(+207) | $62.65(+42.35%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.19% | 108.0K | $16.0M | +0.64%(+689) | $113.61(+31.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.98% | +40.42% | +5.04% | +27.87% |
| Top 20 Holdings Unweighted | +10.61% | +35.33% | +1.51% | +7.76% |
Beirne Wealth Consulting Services, LLC reports $502.58M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are IWD (13.1%), IWF (9.4%) and EEM (7.2%). The top 20 holdings account for 81.93% of reported assets. Its disclosed equity book has returned +40.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beirne Wealth Consulting Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697303). View Beirne Wealth Consulting Services, LLC’s 13F filings on SEC