Beirne Wealth Consulting Services
Beirne Wealth Consulting Services reported 99 stocks worth $505M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IWD (12.8%), IWF (10.4%) and EEM (7.0%). Compared with Q2 2026, the fund opened new positions in XOM, NEM and RIG, added to IWF, AGG and VEA, trimmed IWD, EFA and INTF and sold out of TSLA, LLY and B.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() IWD Ishares TR | $64.7M | 12.8% | 261K | −11K (−4%) | 8 of 8 | |
| 2 | ![]() IWF Ishares TR | $52.6M | 10.4% | 420K | +37K (+10%) | 8 of 8 | |
| 3 | ![]() EEM Ishares Msci Emerging | $35.2M | 7.0% | 526K | No change | 8 of 8 | |
| 4 | ![]() AGG Ishares TR | $34.7M | 6.9% | 367K | +66K (+22%) | 8 of 8 | |
| 5 | ![]() VEA Vanguard Tax-Managed Fds | $31.3M | 6.2% | 443K | +1,077 (+0%) | 8 of 8 | |
| 6 | ![]() IWM Ishares TR | $28.4M | 5.6% | 102K | +5,630 (+6%) | 8 of 8 | |
| 7 | ![]() IVV Ishares TR | $21.3M | 4.2% | 28K | +364 (+1%) | 8 of 8 | |
| 8 | ![]() LRGF Ishares U.s. Equity Factor ETF | $21.1M | 4.2% | 271K | +2,938 (+1%) | 8 of 8 | |
| 9 | ![]() VUG Vanguard Index Fds | $17.5M | 3.5% | 194K | No change | 8 of 8 | |
| 10 | ![]() IEFA Ishares TR | $15.9M | 3.2% | 165K | +3,060 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() TSLA Tesla Inc | $387K | 920 |
![]() LLY Eli Lilly & Co | $353K | 294 |
![]() B Barrick Mng Corp | $307K | 8,366 |
![]() PDS Precision Drilling Corp | $251K | 3,270 |
![]() UGI Ugi Corp New | $231K | 6,624 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beirne Wealth Consulting Services 13F FAQ
What does Beirne Wealth Consulting Services own?
Beirne Wealth Consulting Services reported 99 stocks worth $505M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IWD (12.8%), IWF (10.4%) and EEM (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Beirne Wealth Consulting Services buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 42 added to, 27 trimmed and 8 sold out. New positions include XOM, NEM and RIG. It sold all of TSLA, LLY and B.
When will Beirne Wealth Consulting Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Beirne Wealth Consulting Services's portfolio worth?
The Q3 2026 filing reports $505M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














