Beirne Wealth Consulting Services, LLC

Q1 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$353,592
Net value change ($000)
+8,304 (2.4%)
New positions
5
Sold out positions
6
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IJR 6,956 108.9%
IEFA 4,368 44.1%
VEA 3,895 14.7%
EEM 2,188 36.7%
VB 2,128 20.9%
VO 1,861 18.1%
EMGF 1,841 79.1%
INTF 1,739 41.7%
HYG 1,680 32.4%
IWD 1,255 6.8%
Top Reduces (Value $000, Stocks/ETFs)
IJH -5,672 -85.3%
IVV -4,921 -21.6%
LRGF -3,456 -16.4%
EFV -3,168 -100.0%
IWF -3,162 -37.6%
VUG -1,631 -10.4%
IEF -1,563 -30.7%
MSFT -1,197 -24.4%
VOO -691 -19.8%
APO -619 -23.1%
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