Beirne Wealth Consulting Services, LLC
CIK: 1697303SEC EDGAR →
Portfolio Value
$246.6B
Holdings
99
As of
Q3 2026
New Positions
99
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 526,457 | $35.2B | 14.26% |
| 2 | ISHARES TR | 366,927 | $34.7B | 14.07% |
| 3 | VANGUARD TAX-MANAGED FDS | 442,646 | $31.3B | 12.67% |
| 4 | ISHARES TR | 270,502 | $21.1B | 8.54% |
| 5 | VANGUARD INDEX FDS | 193,698 | $17.5B | 7.08% |
| 6 | ISHARES TR | 164,507 | $15.9B | 6.46% |
| 7 | VANGUARD INDEX FDS | 170,265 | $13.4B | 5.41% |
| 8 | ISHARES INC | 146,425 | $11.9B | 4.82% |
| 9 | ISHARES TR | 91,198 | $7.0B | 2.86% |
| 10 | ISHARES TR | 133,152 | $6.8B | 2.76% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $220.3B | 89.3% |
| Unknown | 7 | $16.1B | 6.5% |
| Basic Materials | 8 | $3.2B | 1.3% |
| Communication Services | 3 | $2.6B | 1.1% |
| Energy | 10 | $2.4B | 1.0% |
| Healthcare | 5 | $1.2B | 0.5% |
| Technology | 8 | $596.3M | 0.2% |
| Industrials | 4 | $206.8M | 0.1% |
| Consumer Cyclical | 1 | $2.7M | 0.0% |
| Utilities | 2 | $737K | 0.0% |