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Beirne Wealth Consulting Services, LLC
Beirne Wealth Consulting Services provides independent, fee-based wealth management and innovative financial strategies, including retirement planning. They act as a fiduciary, prioritizing client interests.
Investment Strategy
The firm focuses on creating diversified portfolios and employs strategic financial planning. Recent holdings have included stocks like AGG, IWD, VEA, LRGF, and IVV.
Latest 13F Filing Activity
Beirne Wealth Consulting Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 103 equity positions with a total 13F market value of $308M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Ishares TR among other positions. Beirne Wealth Consulting Services, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 10.73% | $33.1M | 333,656 | $102.71 | $99.20 | -$12.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.67% | $23.6M | 414,690 | $50.23 | $57.01 | +$3.7M |
I IVV | ISHARES TR | 6.60% | $20.3M | 32,733 | $411.39 | $620.90 | +$8.2M |
I IWD | ISHARES TR | 6.39% | $19.7M | 101,497 | $165.80 | $194.23 | -$13.6M |
L LRGF | ISHARES TR | 6.35% | $19.6M | 305,510 | $32.74 | $64.13 | +$115.9K |
Industry Allocation
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