Beirne Wealth Consulting Services, LLC

Q2 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$502,575
Net value change ($000)
+148,983 (42.1%)
New positions
7
Sold out positions
10
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWD 46,226 235.1%
IWF 42,223 803.2%
EEM 27,846 341.6%
IWM 26,817 1218.4%
EFA 5,985 237.4%
IVV 2,735 15.3%
IJR 2,679 20.1%
LRGF 2,621 14.9%
VUG 2,601 18.5%
IEMG 2,004 19.8%
Top Reduces (Value $000, Stocks/ETFs)
AGG -12,518 -29.6%
GDX -2,688 -34.7%
XOM -2,386 -100.0%
AEM -1,562 -78.8%
PAAS -1,544 -54.1%
GDXJ -981 -21.9%
WPM -844 -49.5%
RIG -663 -100.0%
NEM -465 -100.0%
EQX -443 -40.8%
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