Beirne Wealth Consulting Services, LLC

CIK 0001697303 • 7 13F filings • May 1, 2025 – Oct 19, 2026

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Filer information

Filed by: Beirne Wealth Consulting Services, LLC, CCO
Address: 3 ENTERPRISE DRIVE, SUITE 410, SHELTON, CT, 06484
Phone: 203-701-8606
AUM: $345.3M

AUM over time

$505.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $280.7M102 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$246K	0.1%	1,174 SH
AGILON HEALTH INC	COM	$93K	0.0%	21,500 SH
AGNICO EAGLE MINES LTD	COM	$1.1M	0.4%	9,706 SH
AIR PRODS & CHEMS INC	COM	$236K	0.1%	800 SH
ALPHABET INC	CAP STK CL A	$786K	0.3%	5,080 SH
ALPHABET INC	CAP STK CL C	$599K	0.2%	3,832 SH
ALPS ETF TR	ALERIAN MLP	$1.3M	0.5%	25,782 SH
ALTIMMUNE INC	COM NEW	$1.5M	0.5%	294,458 SH
AMAZON COM INC	COM	$1.9M	0.7%	10,143 SH
AMGEN INC	COM	$864K	0.3%	2,772 SH
APOLLO GLOBAL MGMT INC	COM	$2.3M	0.8%	16,987 SH
APPLE INC	COM	$3.8M	1.4%	17,210 SH
BANK AMERICA CORP	COM	$457K	0.2%	10,955 SH
BANK NEW YORK MELLON CORP	COM	$369K	0.1%	4,405 SH
BARRICK GOLD CORP	COM	$207K	0.1%	10,628 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$548K	0.2%	1,029 SH
CAMECO CORP	COM	$1.3M	0.4%	30,528 SH
CHEVRON CORP NEW	COM	$971K	0.3%	5,805 SH
CITIGROUP INC	COM NEW	$308K	0.1%	4,339 SH
CONOCOPHILLIPS	COM	$357K	0.1%	3,399 SH
CORNING INC	COM	$361K	0.1%	7,887 SH
DEERE & CO	COM	$591K	0.2%	1,255 SH
DUKE ENERGY CORP NEW	COM NEW	$309K	0.1%	2,532 SH
DURECT CORP	COM NEW	$238K	0.1%	296,350 SH
ELI LILLY & CO	COM	$243K	0.1%	294 SH
ENOVIX CORPORATION	COM	$418K	0.1%	57,000 SH
EQUINOX GOLD CORP	COM	$516K	0.2%	75,000 SH
ETFIS SER TR I	INFRAC ACT MLP	$1.8M	0.6%	37,989 SH
EVERSOURCE ENERGY	COM	$261K	0.1%	4,197 SH
EXXON MOBIL CORP	COM	$1.3M	0.5%	10,829 SH
FIDELITY COVINGTON TRUST	INT VL FCT ETF	$514K	0.2%	19,291 SH
GOLDMAN SACHS GROUP INC	COM	$402K	0.1%	736 SH
HONEYWELL INTL INC	COM	$328K	0.1%	1,551 SH
ISHARES INC	CORE MSCI EMKT	$7.8M	2.8%	144,710 SH
ISHARES INC	EMNG MKTS EQT	$1.7M	0.6%	37,303 SH
ISHARES TR	0-5YR HI YL CP	$363K	0.1%	8,528 SH
ISHARES TR	1 3 YR TREAS BD	$487K	0.2%	5,885 SH
ISHARES TR	20 YR TR BD ETF	$3.8M	1.4%	41,782 SH
ISHARES TR	7-10 YR TRSY BD	$7.7M	2.8%	80,965 SH
ISHARES TR	CORE MSCI EAFE	$4.3M	1.5%	57,431 SH
ISHARES TR	CORE MSCI TOTAL	$364K	0.1%	5,206 SH
ISHARES TR	CORE S&P MCP ETF	$4.0M	1.4%	68,759 SH
ISHARES TR	CORE S&P SCP ETF	$3.1M	1.1%	29,684 SH
ISHARES TR	CORE S&P US VLU	$866K	0.3%	9,378 SH
ISHARES TR	CORE S&P500 ETF	$12.2M	4.3%	21,643 SH
ISHARES TR	CORE US AGGBD ET	$45.7M	16.3%	461,574 SH
ISHARES TR	EAFE VALUE ETF	$4.6M	1.6%	77,688 SH
ISHARES TR	FLTG RATE NT ETF	$5.2M	1.8%	101,594 SH
ISHARES TR	GOV/CRED BD ETF	$1.4M	0.5%	13,432 SH
ISHARES TR	IBOXX HI YD ETF	$3.9M	1.4%	49,728 SH
ISHARES TR	INTL EQTY FACTOR	$3.3M	1.2%	105,731 SH
ISHARES TR	MSCI ACWI ETF	$5.5M	2.0%	47,278 SH
ISHARES TR	MSCI EAFE ETF	$806K	0.3%	9,860 SH
ISHARES TR	MSCI EMG MKT ETF	$4.7M	1.7%	108,365 SH
ISHARES TR	RESIDENTIAL MULT	$273K	0.1%	3,159 SH
ISHARES TR	RUS 1000 ETF	$317K	0.1%	1,034 SH
ISHARES TR	RUS 1000 GRW ETF	$2.4M	0.9%	6,616 SH
ISHARES TR	RUS 1000 VAL ETF	$33.3M	11.9%	177,141 SH
ISHARES TR	RUSSELL 2000 ETF	$426K	0.2%	2,135 SH
ISHARES TR	S&P MC 400VL ETF	$809K	0.3%	6,754 SH
ISHARES TR	U S EQUITY FACTR	$19.5M	6.9%	336,500 SH
ISHARES TR	US SML CAP EQT	$3.7M	1.3%	58,859 SH
ISHARES U S ETF TR	SHORT DURATION B	$397K	0.1%	7,811 SH
JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$530K	0.2%	7,864 SH
JPMORGAN CHASE & CO.	COM	$497K	0.2%	2,027 SH
LINEAGE CELL THERAPEUTICS IN	COM	$20K	0.0%	45,000 SH
MAG SILVER CORP	COM	$623K	0.2%	40,800 SH
MASTERCARD INCORPORATED	CL A	$219K	0.1%	400 SH
MCEWEN MNG INC	COM NEW	$151K	0.1%	20,000 SH
MCKESSON CORP	COM	$219K	0.1%	325 SH
MICROSOFT CORP	COM	$3.4M	1.2%	9,183 SH
MR COOPER GROUP INC	COM	$1.3M	0.4%	10,500 SH
NEWMONT CORP	COM	$236K	0.1%	4,887 SH
NEXGEN ENERGY LTD	COM	$112K	0.0%	25,000 SH
NOVAVAX INC	COM NEW	$64K	0.0%	10,000 SH
NVIDIA CORPORATION	COM	$646K	0.2%	5,962 SH
ORACLE CORP	COM	$334K	0.1%	2,387 SH
PAN AMERN SILVER CORP	COM	$733K	0.3%	28,388 SH
PHILLIPS 66	COM	$210K	0.1%	1,700 SH
QUALCOMM INC	COM	$220K	0.1%	1,430 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$206K	0.1%	996 SH
SITIO ROYALTIES CORP	CLASS A COM	$647K	0.2%	32,541 SH
SPDR GOLD TR	GOLD SHS	$1.5M	0.5%	5,316 SH
SPDR S&P 500 ETF TR	TR UNIT	$830K	0.3%	1,479 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$430K	0.2%	802 SH
SPROTT ETF TRUST	GOLD MINERS ETF	$266K	0.1%	7,000 SH
TIDEWATER INC NEW	COM	$317K	0.1%	7,500 SH
TRANSOCEAN LTD	REGISTERED SHS	$317K	0.1%	100,059 SH
UGI CORP NEW	COM	$235K	0.1%	7,024 SH
UNITED STATES ANTIMONY CORP	COM	$220K	0.1%	100,000 SH
VANECK ETF TRUST	GOLD MINERS ETF	$4.1M	1.5%	88,992 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$1.9M	0.7%	33,457 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.0M	1.4%	10,828 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.3M	2.6%	28,243 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.6M	0.9%	28,385 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	0.5%	2,856 SH
VANGUARD INDEX FDS	SMALL CP ETF	$7.2M	2.6%	32,400 SH
VANGUARD INDEX FDS	VALUE ETF	$300K	0.1%	1,737 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.4M	2.3%	140,692 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$19.9M	7.1%	391,430 SH
VISA INC	COM CL A	$538K	0.2%	1,535 SH
WHEATON PRECIOUS METALS CORP	COM	$1.1M	0.4%	14,009 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001697303-26-000002	$345.3M	View
Oct 19, 2026	Q3 2026	13F-HR	0001697303-26-000006	$505.1M	View
Nov 7, 2025	Q3 2025