Institutional Fund
Beirne Wealth Consulting Services, LLC
Shelton, CTCIK 16973035 filings on record
Portfolio Value
$353.59M
Q1 2026
Holdings
105
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+2.4%
from $345.29M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.0%
- Vanguard Tax-Managed Fds8.6%
- Ishares Tr5.6%
- Ishares Tr5.0%
- Ishares Tr5.0%
- Ishares Tr4.0%
- Other59.8%
Portfolio Holdings
105 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 426.0K | $42.29M | 12.0% | +12.2K | Added |
| 2 | Vanguard Tax-Managed Fds | 473.7K | $30.36M | 8.6% | +50.1K | Added |
| 3 | Ishares Tr | 92.0K | $19.66M | 5.6% | +4.5K | Added |
| 4 | Ishares Tr | 27.3K | $17.83M | 5.0% | −5.9K | Reduced |
| 5 | Ishares Tr | 266.9K | $17.62M | 5.0% | −36.6K | Reduced |
| 6 | Ishares Tr | 157.7K | $14.28M | 4.0% | +46.9K | Added |
| 7 | Vanguard Index Fds | 32.3K | $14.10M | 4.0% | +35 | Added |
| 8 | Ishares Tr | 107.3K | $13.34M | 3.8% | +54.2K | Added |
| 9 | Vanguard Index Fds | 46.9K | $12.29M | 3.5% | +7.5K | Added |
| 10 | Vanguard Index Fds | 42.3K | $12.14M | 3.4% | +6.9K | Added |
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