Beirne Wealth Consulting Services, LLC ETF holdings
Shelton, CT
Reported $458.1M in 45 ETFs in its Form 13F for June 30, 2026.
ETF value
$458.1M
ETFs held
45
Change from prior quarter
+51.3%
With price moves
ETFs as a share of its 13F
91.2%
of $502.6M
Top 10 of 45 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWD | iShares Russell 1000 Value ETF | $65.9M | 271,741 | +179,760 shares |
| IWF | iShares Russell 1000 Growth ETF | $47.5M | 382,370 | +370,045 shares |
| EEM | iShares MSCI Emerging Markets ETF | $36.0M | 526,196 | +382,676 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $31.5M | 441,569 | −32,152 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $29.8M | 300,743 | −125,221 shares |
| IWM | iShares Russell 2000 ETF | $29.0M | 96,580 | +87,708 shares |
| IVV | iShares Core S&P 500 ETF | $20.6M | 27,441 | +167 shares |
| LRGF | iShares U.S. Equity Factor ETF | $20.2M | 267,564 | +664 shares |
| VUG | Vanguard Morningstar Growth ETF | $16.7M | 193,821 | +161,552 shares |
| IJR | iShares Core S&P Small-Cap ETF | $16.0M | 108,001 | +689 shares |
35 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001697303. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Beirne Wealth Consulting Services, LLC own?
Beirne Wealth Consulting Services, LLC reported 45 ETF positions worth $458.1M in its Form 13F for June 30, 2026. The largest was IWD, at $65.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.