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: $502.6M102 positionsView on SEC.gov

			% of Portfolio
AGNICO EAGLE MINES LTD	COM	$419K	0.1%Prev: 0.4%	2,700 SH	Decreased-7,022 SH
AIR PRODUCTS AND CHEMICALS I	COM	$235K	0.0%	800 SH	New
ALPHABET INC	CAP STK CL A	$2.2M	0.4%Prev: 0.3%	6,111 SH	Increased+1,111 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.2%Prev: 0.2%	3,499 SH	Increased-503 SH
ALPS ETF TR	ALERIAN MLP	$1.3M	0.3%Prev: 0.4%	24,569 SH	Increased+1,165 SH
ALTIMMUNE INC	COM NEW	$1.3M	0.3%Prev: 0.4%	421,858 SH	Decreased+79,400 SH
AMAZON COM INC	COM	$3.0M	0.6%Prev: 0.7%	12,770 SH	Increased+2,747 SH
AMGEN INC	COM	$986K	0.2%Prev: 0.3%	2,722 SH	Increased-50 SH
APOLLO GLOBAL MGMT INC	COM	$2.2M	0.4%Prev: 0.8%	18,562 SH	Decreased+1,565 SH
APPLE INC	COM	$4.7M	0.9%Prev: 1.1%	16,227 SH	Increased-663 SH
BANK OF AMER CORP	COM	$618K	0.1%	10,839 SH	New
BANK OF NY MELLON CORP	COM	$637K	0.1%	4,405 SH	New
BARRICK MNG CORP	COM SHS	$307K	0.1%Prev: 0.1%	8,366 SH	Increased-2,000 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$850K	0.2%Prev: 0.2%	1,698 SH	Increased+669 SH
BOEING CO	COM	$330K	0.1%Prev: 0.1%	1,523 SH	Increased+5 SH
CAMECO CORP	COM	$3.1M	0.6%Prev: 0.7%	30,538 SH	Increased+10 SH
CHEVRON CORPORATION	COM	$993K	0.2%	5,991 SH	New
CITIGROUP INC	COM NEW	$617K	0.1%Prev: 0.1%	4,405 SH	Increased+66 SH
CONOCOPHILLIPS	COM	$385K	0.1%Prev: 0.1%	3,699 SH	Increased+300 SH
CONSTELLATION ENERGY CORP	COM	$434K	0.1%	1,747 SH	New
CORNING INC	COM	$1.0M	0.2%Prev: 0.1%	4,055 SH	Increased-3,874 SH
DEERE & CO	COM	$798K	0.2%Prev: 0.2%	1,255 SH	Increased
DUKE ENERGY CORP NEW	COM NEW	$325K	0.1%Prev: 0.1%	2,565 SH	Increased+26 SH
ELI LILLY & CO	COM	$353K	0.1%Prev: 0.1%	294 SH	Increased
ENOVIX CORPORATION	COM	$499K	0.1%Prev: 0.2%	82,281 SH	Decreased+15,281 SH
EQUINOX GOLD CORP	COM	$642K	0.1%Prev: 0.1%	66,028 SH	Increased-8,972 SH
ETFIS SER TR I	INFRAC ACT MLP	$1.8M	0.4%Prev: 0.5%	38,729 SH	Increased+542 SH
EVERSOURCE ENERGY	COM	$216K	0.0%Prev: 0.1%	2,993 SH	Decreased-1,109 SH
EXELON CORP	COM	$232K	0.0%	4,972 SH	New
FREEPORT MCMORAN INC	CL B	$205K	0.0%	3,256 SH	New
GE AEROSPACE	COM NEW	$243K	0.0%	650 SH	New
GOLDMAN SACHS GROUP INC	COM	$792K	0.2%Prev: 0.2%	783 SH	Increased+44 SH
HALLIBURTON CO	COM	$285K	0.1%	8,408 SH	New
HOME DEPOT INC	COM	$228K	0.0%	646 SH	New
ISHARES INC	CORE MSCI EMKT	$12.1M	2.4%Prev: 2.9%	146,106 SH	Increased-5,354 SH
ISHARES INC	EMNG MKTS EQT	$5.1M	1.0%Prev: 0.7%	69,136 SH	Increased+29,391 SH
ISHARES TR	0-5YR HI YL CP	$526K	0.1%Prev: 0.1%	12,401 SH	Increased+2,168 SH
ISHARES TR	20 YR TR BD ETF	$3.9M	0.8%Prev: 1.2%	45,268 SH	Increased+3,670 SH
ISHARES TR	7-10 YR TRSY BD	$3.6M	0.7%Prev: 1.5%	37,706 SH	Decreased-12,017 SH
ISHARES TR	CORE MSCI EAFE	$15.6M	3.1%Prev: 2.9%	161,447 SH	Increased+53,549 SH
ISHARES TR	CORE MSCI TOTAL	$550K	0.1%Prev: 0.1%	5,755 SH	Increased+1,017 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.2%Prev: 2.0%	14,607 SH	Decreased-83,615 SH
ISHARES TR	CORE S&P SCP ETF	$16.0M	3.2%Prev: 1.9%	108,001 SH	Increased+55,785 SH
ISHARES TR	CORE S&P US VLU	$860K	0.2%Prev: 0.3%	7,807 SH	Increased-745 SH
ISHARES TR	CORE S&P500 ETF	$20.6M	4.1%Prev: 6.6%	27,441 SH	Increased-5,292 SH
ISHARES TR	CORE US AGGBD ET	$29.8M	5.9%Prev: 10.7%	300,743 SH	Decreased-32,913 SH
ISHARES TR	FLTG RATE NT ETF	$6.7M	1.3%Prev: 1.8%	130,392 SH	Increased+23,156 SH
ISHARES TR	GOV/CRED BD ETF	$1.5M	0.3%Prev: 0.5%	14,469 SH	Increased+950 SH
ISHARES TR	IBOXX HI YD ETF	$7.1M	1.4%Prev: 1.5%	89,110 SH	Increased+30,003 SH
ISHARES TR	INTL EQTY FACTOR	$6.4M	1.3%Prev: 1.2%	155,260 SH	Increased+47,020 SH
ISHARES TR	MSCI ACWI ETF	$4.8M	1.0%Prev: 2.2%	30,420 SH	Decreased-21,585 SH
ISHARES TR	MSCI EAFE ETF	$8.5M	1.7%Prev: 0.6%	81,873 SH	Increased+62,597 SH
ISHARES TR	MSCI EMG MKT ETF	$36.0M	7.2%Prev: 1.7%	526,196 SH	Increased+418,563 SH
ISHARES TR	RUS 1000 ETF	$411K	0.1%Prev: 0.2%	1,003 SH	Decreased-466 SH
ISHARES TR	RUS 1000 GRW ETF	$47.5M	9.4%Prev: 3.6%	382,370 SH	Increased+356,226 SH
ISHARES TR	RUS 1000 VAL ETF	$65.9M	13.1%Prev: 6.4%	271,741 SH	Increased+170,244 SH
ISHARES TR	RUSSELL 2000 ETF	$29.0M	5.8%Prev: 0.7%	96,580 SH	Increased+87,033 SH
ISHARES TR	S&P MC 400VL ETF	$928K	0.2%Prev: 0.3%	6,282 SH	Increased-104 SH
ISHARES TR	U S EQUITY FACTR	$20.2M	4.0%Prev: 6.4%	267,564 SH	Increased-37,946 SH
ISHARES TR	US INDUSTRIALS	$210K	0.0%	1,260 SH	New
ISHARES TR	US SML CAP EQT	$5.4M	1.1%Prev: 1.4%	60,302 SH	Increased-1,811 SH
ISHARES U S ETF TR	SHOR DURA BD ETF	$414K	0.1%	8,166 SH	New
JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$477K	0.1%Prev: 0.2%	5,345 SH	Decreased-2,261 SH
JOHNSON & JOHNSON	COM	$220K	0.0%	867 SH	New
JPMORGAN CHASE & CO	COM	$737K	0.1%	2,252 SH	New
LINEAGE CELL THERAPEUTICS IN	COM	$59K	0.0%Prev: 0.0%	45,000 SH	Increased
MCEWEN INC.	COM NEW	$363K	0.1%Prev: 0.1%	20,000 SH	Increased
MICROSOFT CORP	COM	$4.1M	0.8%Prev: 1.5%	10,962 SH	Decreased+1,748 SH
MORGAN STANLEY	COM NEW	$276K	0.1%Prev: 0.1%	1,319 SH	Increased-300 SH
NEXGEN ENERGY LTD	COM	$235K	0.0%Prev: 0.1%	25,000 SH	Increased
NOVAVAX INC	COM NEW	$141K	0.0%Prev: 0.0%	15,000 SH	Increased+5,000 SH
NVIDIA CORPORATION	COM	$1.2M	0.2%Prev: 0.3%	5,770 SH	Increased-442 SH
ORACLE CORP	COM	$358K	0.1%Prev: 0.2%	2,443 SH	Decreased+56 SH
PAN AMERN SILVER CORP	COM	$1.3M	0.3%Prev: 0.3%	29,215 SH	Increased+796 SH
PHILLIPS 66	COM	$323K	0.1%Prev: 0.1%	1,913 SH	Increased+213 SH
PRECISION DRILLING CORP	COM NEW	$251K	0.0%	3,270 SH	New
ROCKET COS INC	COM CL A	$390K	0.1%	24,750 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$380K	0.1%	1,992 SH	New
SLB LIMITED	COM STK	$285K	0.1%	6,098 SH	New
SPDR GOLD TR	GOLD SHS	$2.2M	0.4%Prev: 0.5%	6,103 SH	Increased+787 SH
SPROTT ETF TRUST	GOLD MINERS ETF	$220K	0.0%Prev: 0.1%	3,500 SH	Decreased-3,500 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	0.3%	2,260 SH	New
TESLA INC	COM	$387K	0.1%Prev: 0.1%	920 SH	Increased+157 SH
TIDEWATER INC NEW	COM	$333K	0.1%Prev: 0.1%	5,000 SH	Decreased-2,500 SH
TRAVELERS COMPANIES INC	COM	$300K	0.1%	909 SH	New
UGI CORP NEW	COM	$231K	0.0%Prev: 0.1%	6,624 SH	Decreased-400 SH
UNITED STATES ANTIMONY CORP	COM	$356K	0.1%Prev: 0.1%	49,000 SH	Increased-51,000 SH
UNITEDHEALTH GROUP INC	COM	$475K	0.1%	1,142 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$5.1M	1.0%Prev: 1.4%	67,078 SH	Increased-15,730 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$3.5M	0.7%Prev: 0.7%	35,565 SH	Increased+4,513 SH
VANGUARD INDEX FDS	GROWTH ETF	$16.7M	3.3%Prev: 4.6%	193,821 SH	Increased+161,793 SH
VANGUARD INDEX FDS	MID CAP ETF	$13.7M	2.7%Prev: 3.3%	169,648 SH	Increased+133,905 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.2M	0.4%Prev: 0.3%	23,072 SH	Increased+12,835 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	0.6%Prev: 1.1%	4,704 SH	Decreased-1,152 SH
VANGUARD INDEX FDS	SMALL CP ETF	$14.3M	2.8%Prev: 3.1%	47,050 SH	Increased+6,765 SH
VANGUARD INDEX FDS	VALUE ETF	$379K	0.1%Prev: 0.1%	1,737 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.0M	1.8%Prev: 2.3%	150,453 SH	Increased+9,358 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$31.5M	6.3%Prev: 7.7%	441,569 SH	Increased+26,879 SH
VERIZON COMMUNICATIONS INC	COM	$220K	0.0%	5,201 SH	New
VIPER ENERGY INC	CL A	$431K	0.1%	10,158 SH	New
VISA INC	COM CL A	$274K	0.1%Prev: 0.2%	800 SH	Decreased-735 SH
WHEATON PRECIOUS METALS CORP	COM	$861K	0.2%Prev: 0.4%	7,661 SH	Decreased-6,354 SH

Sold (vs prior filing)

ABBVIE INC — $218K
AIR PRODS & CHEMS INC — $226K
BANK AMERICA CORP — $519K
BANK NEW YORK MELLON CORP — $401K
CHEVRON CORP NEW — $831K
DURECT CORP — $200K
EXXON MOBIL CORP — $1.2M
FIDELITY COVINGTON TRUST — $291K
HONEYWELL INTL INC — $361K
ISHARES TR — $488K
ISHARES TR — $2.8M
ISHARES U S ETF TR — $422K
JPMORGAN CHASE & CO. — $588K
MAG SILVER CORP — $866K
MASTERCARD INCORPORATED — $225K
MCKESSON CORP — $239K
MR COOPER GROUP INC — $1.6M
NEWMONT CORP — $262K
SELECT SECTOR SPDR TR — $252K
SIBANYE STILLWATER LTD — $112K
… and 4 more

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