Beirne Wealth Consulting Services, LLC

Q4 2025 13F-HR Holdings

Location
Shelton, CT
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$345,288
Net value change ($000)
-71,481 (-17.2%)
New positions
2
Sold out positions
123
Turnover %
16.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 7,130 20.8%
VEA 1,495 6.0%
RKT 1,118 NEW
SPY 718 57.7%
IVV 711 3.2%
PAAS 685 33.9%
GDX 587 9.1%
IEFA 436 4.6%
GDXJ 388 12.5%
IEMG 363 3.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -5,128 -51.1%
IWF -3,980 -32.1%
AMZN -3,564 -58.8%
NVDA -2,934 -71.1%
IWD -2,487 -11.9%
ACWI -2,441 -34.0%
META -2,236 -100.0%
TSM -2,100 -100.0%
UNH -1,881 -82.5%
COP -1,740 -83.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type