Beirne Wealth Consulting Services Q2 2026 Portfolio Activity: Significant ETF Purchases
This article details observable changes in holdings for Beirne Wealth Consulting Services during the second quarter of 2026, highlighting substantial increases and decreases.
As reported by insiderset.com on behalf of Beirne Wealth Consulting Services, Llc, the portfolio held by this investment advisor showed notable changes during Q2 2026.
Major Purchases Observed in Q2 2026
The investor demonstrated a significant focus on increasing exposure to certain Exchange Traded Funds (ETFs) during the quarter. EEM, tracking emerging markets equities, saw its share count increase by approximately 382,700 shares (ISHARES TR EEM). Similarly, IWF experienced a massive jump of over 370,000 shares (ISHARES TR IWF), and the tech-focused IWD added nearly 180,000 shares (ISHARES TR IWD). The holdings also saw substantial growth in several Vanguard Index Funds: VUG, focusing on consumer technology and innovation (VANGUARD INDEX FDS VUG), increased by over 160,000 shares; the broad-market Vanguard fund VO (VANGUARD INDEX FDS VO) also added a significant number of shares. Furthermore, the bond market ETF AGG (ISHARES TR AGG) saw an increase in its position.
Significant Reductions and Exits
In contrast, the investor also reduced positions or exited holdings during Q2 2026. The basic materials sector experienced notable changes: PAAS, holding Pan American Silver Corp (PAN AMERN SILVER CORP PAAS)), saw its share count decrease by 23,001 shares (-44.06%); EQX, holding Equinox Gold Corp (EQUINOX GOLD CORP EQX)), experienced a reduction of 8,905 shares (-13.0%); and AEM, holding Agnico Eagle Mines Ltd (AGNICO EAGLE MINES LTD AEM) had a substantial decrease of 7,057 shares (-72.33%). The healthcare-focused EFA (ISHARES TR EFA) also saw an increase in its position during the quarter.
Focus on ETFs and Basic Materials
The bulk of the investor's holdings appear to be concentrated within various types of Exchange Traded Funds, particularly those tracking broad market indices or specific sectors like technology. This was evident from the top holdings data showing significant allocations in IWD, IWF, and EEM. Additionally, there is a disclosed allocation to Basic Materials sector stocks, including positions in PAAS and EQX.
Other Sectors Showed Activity
The investor's portfolio also included holdings from other sectors. Technology was represented by the Vanguard fund VO (VANGUARD INDEX FDS VO). The Financial Services sector contained a position in RKT, holding Rocket Cos Inc (ROCKET COS INC RKT)). A small allocation was noted for the Healthcare sector via EFA. Holdings were also present in Energy and Communication Services ETFs.
No Disclosures for Certain Sectors
According to the available data, there are no disclosed holdings within sectors such as Consumer Defensive or Utilities by Beirne Wealth Consulting Services during this period.