13F Filings History of Beirne Wealth Consulting Services, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$345,287,986
Signature - Title
Dennis Grubelic - CCO
Location
Shelton, CT
Summary
This page shows a list of all the recent 13F filings made by Beirne Wealth Consulting Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beirne Wealth Consulting Services, LLC reported 106 stock holdings with total value $345,287,986 as of Q4 2025. Top holdings included AGG, VEA, IVV, LRGF, and IWD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 106 $345,287,986 +$11,942,718 -$92,349,779 -$80,407,061 AGG, VEA, IVV, LRGF, IWD 13F-HR 29 Jan 2026, 13:39
Q3 2025 227 $416,769,461 +$87,071,923 -$3,140,387 +$83,931,536 AGG, VEA, IVV, LRGF, IWD 13F-HR 07 Nov 2025, 12:43
Q2 2025 103 $308,362,860 +$46,854,123 -$38,196,017 +$8,658,106 AGG, VEA, IVV, IWD, LRGF 13F-HR 01 Aug 2025, 18:45
Q1 2025 102 $280,719,268 +$4,473,183 -$2,579,491 +$1,893,692 AGG, IWD, VEA, LRGF, IVV 13F-HR 01 May 2025, 09:10
Q4 2024 98 $277,331,207 +$3,284,730 -$3,248,390 +$36,340 AGG, IWD, LRGF, VEA, IVV 13F-HR 31 Jan 2025, 16:41
Q3 2024 103 $284,782,836 +$33,151,353 -$11,080,196 +$22,071,157 AGG, IWD, VEA, LRGF, IVV 13F-HR 07 Nov 2024, 10:35
Q2 2024 99 $248,030,030 +$15,097,904 -$4,429,637 +$10,668,267 AGG, IWD, LRGF, VEA, IVV 13F-HR 12 Aug 2024, 13:59
Q1 2024 99 $235,846,537 +$60,426,459 -$35,118,500 +$25,307,959 AGG, IWD, LRGF, VEA, IVV 13F-HR 13 May 2024, 08:39
Q4 2023 155 $201,978,489 +$78,142,129 -$9,338,107 +$68,804,022 AGG, LRGF, IWD, IVV, ACWI 13F-HR 06 Feb 2024, 10:51
Q3 2023 94 $120,493,261 $0 $0 $0 LRGF, IVV, AGG, FLOT, IWD 13F-HR 14 Nov 2023, 10:54
Q2 2023 94 $125,462,902 +$9,488,424 -$31,403,417 -$21,914,993 LRGF, IVV, AGG, FLOT, IWD 13F-HR 03 Aug 2023, 09:39
Q1 2023 99 $142,459,396 +$14,745,459 -$25,899,173 -$11,153,714 LRGF, IWD, IVV, AGG, HYG 13F-HR 10 May 2023, 15:57
Q4 2022 97 $141,759,761 +$18,257,627 -$147,069,405 -$128,811,778 IWD, LRGF, IVV, GDX, AGG 13F-HR 08 Feb 2023, 12:56
Q3 2022 103 $263,064,000 +$122,910,982 -$3,967,676 +$118,943,306 IWD, EEM, VEA, IVV, LRGF 13F-HR 07 Nov 2022, 16:01
Q2 2022 94 $153,098,000 +$16,467,941 -$16,198,276 +$269,665 IVV, IWD, LRGF, AGG, HYG 13F-HR 13 Jul 2022, 16:01
Q1 2022 99 $179,409,000 +$9,340,381 -$7,403,277 +$1,937,104 IVV, LRGF, AGG, IWD, HYG 13F-HR 10 May 2022, 08:51
Q4 2021 104 $182,745,000 +$12,137,417 -$11,976,926 +$160,491 IVV, LRGF, AGG, IWD, ACWI 13F-HR 03 Feb 2022, 16:01
Q3 2021 116 $175,623,000 +$6,289,398 -$7,470,964 -$1,181,566 IVV, LRGF, AGG, IWD, ACWI 13F-HR 09 Nov 2021, 14:26
Q2 2021 112 $181,962,000 +$14,784,985 -$11,598,961 +$3,186,024 IVV, LRGF, AGG, IWD, ACWI 13F-HR 10 Aug 2021, 16:01
Q1 2021 109 $170,336,000 +$15,380,112 -$54,923,487 -$39,543,375 IVV, LRGF, AGG, IWD, ACWI 13F-HR 17 May 2021, 11:14
Q4 2020 162 $202,142,000 +$22,265,130 -$11,680,484 +$10,584,646 IVV, LRGF, AGG, IWD, ACWI 13F-HR 03 Feb 2021, 15:00
Q3 2020 140 $171,288,000 +$49,782,103 -$6,393,824 +$43,388,279 IVV, AGG, LRGF, IWD, ACWI 13F-HR 05 Nov 2020, 13:18
Q2 2020 77 $122,727,000 +$22,209,963 -$14,564,598 +$7,645,365 IVV, AGG, LRGF, IWD, ACWI 13F-HR 31 Jul 2020, 15:09
Q1 2020 72 $92,410,000 +$16,580,128 -$17,044,408 -$464,280 AGG, IVV, LRGF, ACWI, ARKK 13F-HR 28 Apr 2020, 13:38
Q4 2019 94 $113,551,000 +$22,678,593 -$39,670,176 -$16,991,583 AGG, IVV, LRGF, DRRX, ARKK 13F-HR 13 Jan 2020, 18:13
Q3 2019 136 $120,231,000 +$12,818,516 -$5,347,458 +$7,471,058 AGG, LRGF, IVV, FTSM, BAC 13F-HR 07 Nov 2019, 17:18
Q2 2019 134 $111,473,000 +$25,196,799 -$43,403,062 -$18,206,263 LRGF, IVV, FTSM, AGG, BAB 13F-HR 25 Jul 2019, 13:04
Q1 2019 187 $127,286,000 +$14,587,938 -$16,818,527 -$2,230,589 FTSM, MSFT, BAB, BAC, EMLP 13F-HR 14 May 2019, 12:06
Q4 2018 179 $117,531,000 $0 $0 $0 FTSM, DXJ, BAB, MSFT, GLD 13F-HR 14 Feb 2019, 14:44