Beirne Wealth Consulting Services, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share against every 13F filer's combined book at 20% or less, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
68 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 73.9% | $140,443,450 |
| Technology | 6.9% | $13,200,962 |
| Energy | 4.7% | $8,930,887 |
| Basic Materials | 4.3% | $8,189,713 |
| Financial Services | 4.0% | $7,544,076 |
| Healthcare | 1.8% | $3,328,591 |
| Communication Services | 1.7% | $3,292,300 |
| Consumer Cyclical | 1.4% | $2,667,649 |
| Industrials | 0.8% | $1,534,610 |
| Utilities | 0.5% | $948,943 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +92,940 | 2,548,848 | $0 | |
| EQX | Equinox Gold Corp. | +44,554 | 110,582 | $1,228,566 | |
| UAMY | United States Antimony Corp | +40,000 | 89,000 | $371,130 | |
| RKT | Rocket Companies, Inc. | +11,000 | 35,750 | $411,482 | |
| AEM | Agnico Eagle Mines Ltd | +8,011 | 10,711 | $1,963,004 | |
| AFK | VanEck Africa Index ETF | +7,202 | 109,845 | $10,611,836 | |
| VEA | Vanguard FTSE Developed Markets ETF | +1,077 | 442,646 | $31,255,234 | |
| VNOM | Viper Energy, Inc. | +529 | 10,687 | $426,304 | |
| VIG | Vanguard Dividend Appreciation ETF | +390 | 23,462 | $2,102,899 | |
| JNJ | Johnson & Johnson | +370 | 1,237 | $327,483 | |
| AAPL | Apple Inc. | +351 | 16,578 | $5,520,805 | |
| MS | Morgan Stanley | +300 | 1,619 | $304,501 | |
| EXC | Exelon Corp | +274 | 5,246 | $211,938 | |
| V | Visa Inc. | +235 | 1,035 | $371,906 | |
| ACES | ALPS Clean Energy ETF | +127 | 28,196 | $1,540,261 | |
| CVX | Chevron Corp | +114 | 6,105 | $1,246,702 | |
| PAAS | Pan American Silver Corp | +111 | 29,326 | $1,334,626 | |
| UNH | Unitedhealth Group Inc | +57 | 1,199 | $440,128 | |
| NVDA | Nvidia Corp | +55 | 5,825 | $1,330,313 | |
| AMGN | Amgen Inc | +50 | 2,772 | $1,168,425 | |
| WPM | Wheaton Precious Metals Corp. | +45 | 7,706 | $1,030,446 | |
| GS | Goldman Sachs Group Inc | +25 | 808 | $727,490 | |
| APO | Apollo Global Management, Inc. | +18 | 18,580 | $2,156,394 | |
| SLB | Slb Limited/Nv | +13 | 6,111 | $297,727 | |
| GLW | Corning Inc /Ny | +8 | 4,063 | $624,726 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEU | Vanguard FTSE All-World Ex-US ETF | −134,321 | 16,132 | $956,788 | |
| LCTX | Lineage Cell Therapeutics, Inc. | −20,000 | 25,000 | $23,892 | |
| ENVX | Enovix Corp | −11,428 | 70,853 | $205,473 | |
| AMZN | Amazon Com Inc | −2,063 | 10,707 | $2,667,649 | |
| AMZA | InfraCap MLP ETF | −1,248 | 37,481 | $1,751,487 | |
| MSFT | Microsoft Corp | −1,247 | 9,715 | $4,982,823 | |
| VB | Vanguard Morningstar Small-Cap ETF | −811 | 416,149 | $46,890,405 | |
| BAC | Bank Of America Corp /De/ | −707 | 10,132 | $551,484 | |
| GOOGL | Alphabet Inc. | −705 | 8,905 | $3,053,731 | |
| JDVI | John Hancock Disciplined Value International Select ETF | −487 | 4,858 | $432,993 | |
| BKF | iShares MSCI BIC ETF | −399 | 594,933 | $40,060,836 | |
| HAL | Halliburton Co | −281 | 8,127 | $258,438 | |
| ORCL | Oracle Corp | −256 | 2,187 | $300,275 | |
| TRV | Travelers Companies, Inc. | −181 | 728 | $259,539 | |
| JPM | Jpmorgan Chase & Co | −111 | 2,141 | $708,307 | |
| AGRH | iShares Interest Rate Hedged U.S. Aggregate Bond ETF | −84 | 8,082 | $402,968 | |
| PSX | Phillips 66 | −15 | 1,898 | $484,578 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 920 | $386,952 | |
| LLY | ELI LILLY & Co | 294 | $352,632 | |
| B | Barrick Mining Corp | 8,366 | $307,283 | |
| PDS | PRECISION DRILLING Corp | 3,270 | $250,678 | |
| UGI | Ugi Corp /Pa/ | 6,624 | $228,792 | |
| HD | Home Depot, Inc. | 646 | $227,831 | |
| ES | Eversource Energy | 2,993 | $216,304 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 416,149 | $46,890,405 | 24.67% | |
| BKF |
iShares MSCI BIC ETF
|
Reduced | 594,933 | $40,060,836 | 21.08% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 442,646 | $31,255,234 | 16.44% | |
| AFK |
VanEck Africa Index ETF
|
Added | 109,845 | $10,611,836 | 5.58% | |
| AAPL |
Apple Inc.
Technology
|
Added | 16,578 | $5,520,805 | 2.90% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 9,715 | $4,982,823 | 2.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,905 | $3,053,731 | 1.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 10,707 | $2,667,649 | 1.40% | |
| CCJ |
Cameco Corp
Energy
|
Held | 30,538 | $2,646,728 | 1.39% | |
| GLD |
Spdr Gold Trust
|
Held | 6,103 | $2,324,266 | 1.22% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 18,580 | $2,156,394 | 1.13% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 23,462 | $2,102,899 | 1.11% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Added | 10,711 | $1,963,004 | 1.03% | |
| AMZA |
InfraCap MLP ETF
|
Reduced | 37,481 | $1,751,487 | 0.92% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 10,688 | $1,739,472 | 0.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,260 | $1,723,543 | 0.91% | |
| ACES |
ALPS Clean Energy ETF
|
Added | 28,196 | $1,540,261 | 0.81% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
NEW | 12,610 | $1,454,437 | 0.77% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Added | 29,326 | $1,334,626 | 0.70% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,825 | $1,330,313 | 0.70% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,105 | $1,246,702 | 0.66% | |
| EQX |
Equinox Gold Corp.
Basic Materials
|
Added | 110,582 | $1,228,566 | 0.65% | |
| ALT |
Altimmune, Inc.
Healthcare
|
Held | 421,858 | $1,206,513 | 0.63% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 2,772 | $1,168,425 | 0.61% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Added | 7,706 | $1,030,446 | 0.54% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 16,132 | $956,788 | 0.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,698 | $845,519 | 0.44% | |
| DE |
Deere & Co
Industrials
|
Held | 1,255 | $842,795 | 0.44% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 808 | $727,490 | 0.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,141 | $708,307 | 0.37% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 4,405 | $637,095 | 0.34% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 4,063 | $624,726 | 0.33% | |
| C |
Citigroup Inc
Financial Services
|
Held | 4,405 | $570,359 | 0.30% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 10,132 | $551,484 | 0.29% | |
| RIG |
Transocean Ltd.
Energy
|
NEW | 100,040 | $524,209 | 0.28% | |
| PSX |
Phillips 66
Energy
|
Reduced | 1,898 | $484,578 | 0.25% | |
| COP |
Conocophillips
Energy
|
Held | 3,699 | $462,929 | 0.24% | |
| CEG |
Constellation Energy Corp
Utilities
|
Held | 1,747 | $443,772 | 0.23% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 415 | $442,020 | 0.23% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,199 | $440,128 | 0.23% | |
| JDVI |
John Hancock Disciplined Value International Select ETF
|
Reduced | 4,858 | $432,993 | 0.23% | |
| VNOM |
Viper Energy, Inc.
Energy
|
Added | 10,687 | $426,304 | 0.22% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Added | 35,750 | $411,482 | 0.22% | |
| TDW |
Tidewater Inc
Energy
|
Held | 5,000 | $405,500 | 0.21% | |
| AGRH |
iShares Interest Rate Hedged U.S. Aggregate Bond ETF
|
Reduced | 8,082 | $402,968 | 0.21% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Held | 1,992 | $389,934 | 0.21% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,035 | $371,906 | 0.20% | |
| UAMY |
United States Antimony Corp
Basic Materials
|
Added | 89,000 | $371,130 | 0.20% | |
| MUX |
McEwen Inc.
Basic Materials
|
Held | 20,000 | $357,000 | 0.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,237 | $327,483 | 0.17% |
Showing the top 50 of 68 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.