Beirne Wealth Consulting Services, LLC: 13F holdings

CIK 16973032026Q2

Positions102
Reported value$502.6m
Filed2026-07-15

Change since last quarter

Positions102 (-3 vs prior quarter)
Reported value$502.6m (+42.1%)

Top 10 holdings

SecuritySharesValueWeight
IWD ISHARES TR271,741$65.9m13.1%
IWF ISHARES TR382,370$47.5m9.4%
EEM ISHARES TR526,196$36.0m7.2%
VEA VANGUARD TAX-MANAGED FDS441,569$31.5m6.3%
AGG ISHARES TR300,743$29.8m5.9%
IWM ISHARES TR96,580$29.0m5.8%
IVV ISHARES TR27,441$20.6m4.1%
LRGF ISHARES TR267,564$20.2m4.0%
VUG VANGUARD INDEX FDS193,821$16.7m3.3%
IJR ISHARES TR108,001$16.0m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1697303")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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