Beirne Wealth Consulting Services, LLC - Portfolio overview

Beirne Wealth Consulting Services, LLC has 232 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. AGG - ISHARES TR, 10.26%
  2. VEA - VANGUARD TAX-MANAGED FDS, 7.37%
  3. IWD - ISHARES TR, 4.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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