Beirne Wealth Consulting Services, LLC
All 13F Filings
- Location
- Shelton, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 502,575
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 102 | 502,575 | 13F-HR | Beirne Wealth Consulting Services, LLC |
| Q1 2026 | 4/30/2026 | 105 | 353,592 | 13F-HR | Beirne Wealth Consulting Services, LLC |
| Q4 2025 | 1/29/2026 | 106 | 345,288 | 13F-HR | Beirne Wealth Consulting Services, LLC |
| Q3 2025 | 11/7/2025 | 227 | 416,769 | 13F-HR | Beirne Wealth Consulting Services, LLC |
| Q2 2025 | 8/4/2025 | 103 | 308,363 | 13F-HR | Beirne Wealth Consulting Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.26 K | 9.2% | 0 | 6.388 K | -6.388 K |
| ETFs | 449.7 K | 89.5% | 155.4 K | 0 | 155.4 K |
| Debt | 6.658 K | 1.3% | 22 | 0 | 22 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
502,575
Holdings
102
QoQ value change ($000)
148,983
(42.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.