Beirne Wealth Consulting Services, LLC
•CIK: 1697303•Filing: Q4 2025
**Beirne Wealth Consulting Services, LLC** manages $345M across a diversified portfolio of 106 positions. The strategy shows a notable allocation to fixed income and international equity, with AGG representing the largest holding at $41.3M. Core equity exposure is anchored by broad market indices, including VEA ($26.5M) and IVV ($22.8M). Further diversification is evident through significant allocations to international and growth sectors, notably LRGF ($21.1M) and VUG ($15.7M).
Total AUM
$345.3M
QoQ Performance
-17.1%
Positions
72
Top 10 Concentration
54.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
VEA
IVV
LRGF
IWD
AGG12.0%
VEA7.7%
IVV6.6%
LRGF6.1%
IWD5.3%
VUG4.6%
IEMG3.0%
VO3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.1%
ETF8.2%
Technology4.2%
Financial1.1%
Consumer0.9%
Energy0.6%
Healthcare0.5%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+118 more exited positions
Changes from Q3 2025
NEW2 new positions
↑29 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023