Beaird Harris Wealth Management, LLC
Sector Allocation
- Other92.8%$1.5B
- Financials3.3%$52.4M
- Technology1.6%$25.3M
- Consumer Discretionary0.9%$14.5M
- Energy0.4%$6.7M
- Healthcare0.3%$5.5M
- Materials0.2%$3.5M
- Industrials0.2%$2.6M
- Consumer Staples0.1%$2.2M
- Utilities0.1%$1.1M
AUM History
13fpro.ai/research/fund/beaird-harris-wealth-management-llc-1908938
Conviction and streaks
Stable · top 10 = 59.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DIMENSIONAL$152.8M
- DIMENSIONAL$139.1M
- AMERICAN$121.1M
- VANGUARD$107.3M
- AMERICAN$93.6M
- DIMENSIONAL$85.4M
- AMERICAN$75.7M
- DIMENSIONAL$65.6M
- DIMENSIONAL$61.8M
- AMERICAN$53.5M
- VANGUARD$52.9M
- VANGUARD$44.3M
- AMERICAN$44.0M
- DIMENSIONAL$41.6M
- DIMENSIONAL$40.5M
- DIMENSIONAL$38.5M
- DIMENSIONAL$33.0M
BITB
$29.9M- VANGUARD$15.6M
- VANGUARD$15.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/beaird-harris-wealth-management-llc-1908938
Beaird Harris Wealth Management, LLC 13F holdings — Q2 2026
$1.6B portfolio (+8.5% QoQ) · 707 holdings · Q2 2026 13F · top 10 are 60% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
$152.8M
9.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$139.1M
8.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
AMERICAN CENTY ETF TR - US LARGE CAP VLU
$121.1M
7.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - S&P 500 ETF SHS
$107.3M
6.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
AMERICAN CENTY ETF TR - US SML CP VALU
$93.6M
5.9% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - US HIGH PROF ETF
$85.4M
5.3% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
AMERICAN CENTY ETF TR - AVANTIS US LARG
$75.7M
4.7% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE
$65.6M
4.1% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$61.8M
3.9% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$53.5M
3.4% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $152.8M | 9.6% | +3% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $139.1M | 8.7% | +2% | — | — | — | — | |
| 3 | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $121.1M | 7.6% | -1% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $107.3M | 6.7% | +1% | — | — | — | — | |
| 5 | AMERICAN CENTY ETF TR - US SML CP VALU | $93.6M | 5.9% | +0.2% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $85.4M | 5.3% | -4% | — | — | — | — | |
| 7 | AMERICAN CENTY ETF TR - AVANTIS US LARG | $75.7M | 4.7% | +13% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $65.6M | 4.1% | -3% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $61.8M | 3.9% | -0.4% | — | — | — | — | |
| 10 | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $53.5M | 3.4% | -3% | — | — | — | — |
All holdings — Beaird Harris Wealth Management, LLC (Q2 2026)
707 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $52.9M | 3.3% | 743K | +0.1% | — | — | 13F |
| 12 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $44.3M | 2.8% | 876K | -2% | — | — | 13F |
| 13 | — | AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund | — | $44.0M | 2.8% | 427K | +0.1% | — | — | 13F |
| 14 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $41.6M | 2.6% | 505K | -5% | — | — | 13F |
| 15 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETFetf/fund | — | $40.5M | 2.5% | 743K | +17% | — | — | 13F |
| 16 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETFetf/fund | — | $38.5M | 2.4% | 796K | +0.1% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $33.0M | 2.1% | 472K | -3% | — | — | 13F |
| 18 | Bitwise Bitcoin ETFetf/fund | Financials | $29.9M | 1.9% | 938K | +0.4% | 10+ qtrs | — | 13F | |
| 19 | — | VANGUARD MALVERN FDS - SHOR DURA BD ETFetf/fund | — | $15.6M | 1.0% | 204K | +51% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $15.1M | 0.9% | 41K | +2% | — | — | 13F |
| 21 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $14.8M | 0.9% | 20K | +1% | — | — | 13F |
| 22 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $13.4M | 0.8% | 266K | -13% | — | — | 13F |
| 23 | Tesla, Inc. | Consumer Discretionary | $11.2M | 0.7% | 27K | -0.4% | 10+ qtrs | 51.5 | 13F | |
| 24 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund | — | $10.5M | 0.7% | 125K | -1% | — | — | 13F |
| 25 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $10.4M | 0.7% | 258K | -4% | — | — | 13F |
| 26 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $10.3M | 0.6% | 66K | -2% | |||
| 27 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | — | $9.6M | 0.6% | 95K | -4% | |||
| 28 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | — | $8.9M | 0.6% | 115K | -0.4% | |||
| 29 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $8.4M | 0.5% | 114K | -2% | |||
| 30 | — | AMERICAN CENTY ETF TR - CORE MUNI FXD IN | — | $7.9M | 0.5% | 170K | -8% | |||
| 31 | $AAPL | Apple Inc. | Technology | $7.6M | 0.5% | 26K | +1% | |||
| 32 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | — | $7.0M | 0.4% | 90K | +67% | |||
| 33 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | — | $6.8M | 0.4% | 258K | -38% | |||
| 34 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $6.4M | 0.4% | 133K | -0.5% | |||
| 35 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $5.7M | 0.4% | 75K | +191% | |||
| 36 | — | ISHARES TR - INTERNATIONAL SL | — | $5.5M | 0.3% | 127K | -1% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $5.4M | 0.3% | 7,276 | +3% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $5.1M | 0.3% | 26K | +4% | |||
| 39 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $4.9M | 0.3% | 60K | +10% | |||
| 40 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $4.6M | 0.3% | 90K | +36% | |||
| 41 | — | SCHWAB STRATEGIC TR - MUN BD ETF | — | $4.3M | 0.3% | 167K | -13% | |||
| 42 | — | ISHARES TR - NATIONAL MUN ETF | — | $4.3M | 0.3% | 40K | -0.5% | |||
| 43 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | — | $4.2M | 0.3% | 55K | +111% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $4.0M | 0.3% | 52K | -1% | |||
| 45 | $MSTR | Strategy Inc | Financials | $3.7M | 0.2% | 42K | -7% | |||
| 46 | — | AMERICAN CENTY ETF TR - REAL ESTATE ETF | — | $3.2M | 0.2% | 68K | -2% | |||
| 47 | $HOOD | Robinhood Markets, Inc. | Financials | $3.1M | 0.2% | 31K | — | |||
| 48 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $2.8M | 0.2% | 11K | -8% | |||
| 49 | $OKE | ONEOK INC /NEW/ | Energy | $2.8M | 0.2% | 32K | +0.0% | |||
| 50 | — | VANGUARD INDEX FDS - VALUE ETF | — | $2.6M | 0.2% | 12K | -0.8% | |||
| 51 | $SHW | SHERWIN WILLIAMS CO | Materials | $2.6M | 0.2% | 7,493 | — | |||
| 52 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $2.4M | 0.1% | 8,032 | +0.1% | |||
| 53 | $MSFT | MICROSOFT CORP | Technology | $2.3M | 0.1% | 6,183 | +4% | |||
| 54 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $2.3M | 0.1% | 52K | +4% | |||
| 55 | — | ISHARES TR - MSCI USA VALUE | — | $2.3M | 0.1% | 11K | -12% | |||
| 56 | $PHYS | Sprott Physical Gold Trust | Financials | $2.2M | 0.1% | 73K | -22% | |||
| 57 | $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | Healthcare | $2.0M | 0.1% | 29K | +18% | |||
| 58 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.9M | 0.1% | 18K | -3% | |||
| 59 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.8M | 0.1% | 25K | +17% | |||
| 60 | $PSLV | Sprott Physical Silver Trust | Financials | $1.6M | 0.1% | 87K | -25% | |||
| 61 | $GLD | SPDR GOLD TRUST | Financials | $1.6M | 0.1% | 4,422 | +11% | |||
| 62 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.6M | 0.1% | 13K | +278% | |||
| 63 | $GOOGL | Alphabet Inc. | Technology | $1.6M | 0.1% | 4,462 | +3% | |||
| 64 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $1.6M | 0.1% | 20K | -0.1% | |||
| 65 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.5M | 0.1% | 6,088 | +4% | |||
| 66 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.4M | 0.1% | 17K | -4% | |||
| 67 | — | ISHARES TR - FLTG RATE NT ETF | — | $1.3M | 0.1% | 26K | -27% | |||
| 68 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.2M | 0.1% | 9,083 | +2% | |||
| 69 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $1.2M | 0.1% | 21K | -1% | |||
| 70 | $WT | WisdomTree, Inc. | Financials | $1.2M | 0.1% | 14K | -1% | |||
| 71 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.2M | 0.1% | 12K | -8% | |||
| 72 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $1.0M | 0.1% | 4,733 | -13% | |||
| 73 | $TXN | TEXAS INSTRUMENTS INC | Technology | $948K | 0.1% | 3,179 | -7% | |||
| 74 | $CVX | CHEVRON CORP | Energy | $945K | 0.1% | 5,699 | +11% | |||
| 75 | $JPM | JPMORGAN CHASE & CO | Financials | $880K | 0.1% | 2,687 | +12% | |||
| 76 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $858K | 0.1% | 31K | +0.6% | |||
| 77 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $826K | 0.1% | 28K | +0.2% | |||
| 78 | — | ISHARES TR - SP SMCP600VL ETF | — | $764K | 0.1% | 5,588 | -4% | |||
| 79 | $ABBV | AbbVie Inc. | Healthcare | $759K | 0.1% | 3,016 | +0.1% | |||
| 80 | — | ISHARES TR - MSCI EAFE ETF | — | $744K | 0.1% | 7,166 | -0.7% | |||
| 81 | — | LISTED FDS TR - ROUNDHILL BALL | — | $728K | 0.1% | 1,293 | +2% | |||
| 82 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $699K | 0.0% | 9,240 | +55% | |||
| 83 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $686K | 0.0% | 1,945 | +2% | |||
| 84 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $639K | 0.0% | 3,235 | -7% | |||
| 85 | — | EA SERIES TRUST - BRID OMN SMA ETF | — | $634K | 0.0% | 22K | — | |||
| 86 | — | ISHARES TR - U.S. TECH ETF | — | $632K | 0.0% | 2,505 | — | |||
| 87 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $607K | 0.0% | 7,535 | +112% | |||
| 88 | $LLY | ELI LILLY & Co | Healthcare | $592K | 0.0% | 493 | +2% | |||
| 89 | $CAT | CATERPILLAR INC | Industrials | $591K | 0.0% | 555 | — | |||
| 90 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $556K | 0.0% | 9,310 | +4% | |||
| 91 | $JNJ | JOHNSON & JOHNSON | Healthcare | $535K | 0.0% | 2,106 | +0.1% | |||
| 92 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $533K | 0.0% | 1,116 | -3% | |||
| 93 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $507K | 0.0% | 10K | — | |||
| 94 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $507K | 0.0% | 6,411 | +94% | |||
| 95 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | — | $493K | 0.0% | 3,212 | +0.1% | |||
| 96 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | — | $491K | 0.0% | 12K | — | |||
| 97 | — | ISHARES TR - MICRO-CAP ETF | — | $486K | 0.0% | 2,428 | — | |||
| 98 | — | ISHARES TR - ISHS 1-5YR INVS | — | $485K | 0.0% | 9,248 | +0.1% | |||
| 99 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | — | $484K | 0.0% | 4,122 | +0.4% | |||
| 100 | — | ISHARES TR - EAFE SML CP ETF | — | $482K | 0.0% | 5,861 | -7% | |||
| 101 | $ATO | ATMOS ENERGY CORP | Energy | $479K | 0.0% | 2,783 | — | |||
| 102 | $WMT | Walmart Inc. | Consumer Staples | $456K | 0.0% | 4,028 | -7% | |||
| 103 | $PLTR | Palantir Technologies Inc. | Technology | $454K | 0.0% | 3,891 | +8% | |||
| 104 | $LNG | Cheniere Energy, Inc. | Energy | $415K | 0.0% | 1,737 | — | |||
| 105 | $GLW | CORNING INC /NY | Materials | $406K | 0.0% | 1,589 | — | |||
| 106 | — | ISHARES TR - EAFE VALUE ETF | — | $405K | 0.0% | 5,291 | +8% | |||
| 107 | $AMGN | AMGEN INC | Healthcare | $398K | 0.0% | 1,098 | — | |||
| 108 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | — | $397K | 0.0% | 4,801 | +5% | |||
| 109 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $386K | 0.0% | 2,806 | -3% | |||
| 110 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $374K | 0.0% | 9,648 | +0.3% | |||
| 111 | $F | FORD MOTOR CO | Consumer Discretionary | $361K | 0.0% | 26K | +18% | |||
| 112 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $352K | 0.0% | 2,312 | — | |||
| 113 | $T | AT&T INC. | Communication Services | $345K | 0.0% | 17K | +8% | |||
| 114 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $339K | 0.0% | 460 | +395% | |||
| 115 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $336K | 0.0% | 3,900 | +500% | |||
| 116 | $MCK | MCKESSON CORP | Consumer Staples | $327K | 0.0% | 433 | — | |||
| 117 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $321K | 0.0% | 7,990 | +120% | |||
| 118 | — | ISHARES TR - CORE MSCI EAFE | — | $296K | 0.0% | 3,066 | — | |||
| 119 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $296K | 0.0% | 4,512 | New | |||
| 120 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $289K | 0.0% | 1,028 | — | |||
| 121 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $276K | 0.0% | 7,641 | — | |||
| 122 | — | ISHARES TR - S&P 500 GRWT ETF | — | $273K | 0.0% | 1,982 | +78% | |||
| 123 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | — | $264K | 0.0% | 3,084 | New | |||
| 124 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | — | $258K | 0.0% | 2,604 | +13% | |||
| 125 | $IAU | ISHARES GOLD TRUST | Financials | $253K | 0.0% | 3,347 | +3% | |||
| 126 | $MU | MICRON TECHNOLOGY INC | Technology | $252K | 0.0% | 219 | -11% | |||
| 127 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $251K | 0.0% | 5,523 | — | |||
| 128 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $251K | 0.0% | 1,318 | — | |||
| 129 | — | ISHARES TR - RUS 1000 VAL ETF | — | $248K | 0.0% | 1,023 | -10% | |||
| 130 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $248K | 0.0% | 430 | New | |||
| 131 | — | BITMINE IMMERSION TECHS INC - COM NEW | — | $245K | 0.0% | 18K | — | |||
| 132 | $EMR | EMERSON ELECTRIC CO | Industrials | $243K | 0.0% | 1,698 | +0.1% | |||
| 133 | $DE | DEERE & CO | Industrials | $240K | 0.0% | 379 | — | |||
| 134 | $KO | COCA COLA CO | Consumer Staples | $236K | 0.0% | 2,898 | -2% | |||
| 135 | $WM | WASTE MANAGEMENT INC | Utilities | $234K | 0.0% | 1,052 | — | |||
| 136 | — | ISHARES TR - MSCI USA MMENTM | — | $226K | 0.0% | 660 | +26% | |||
| 137 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $221K | 0.0% | 236 | — | |||
| 138 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $218K | 0.0% | 4,063 | — | |||
| 139 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $212K | 0.0% | 301 | +7% | |||
| 140 | — | ISHARES TR - FUTU AI TECH ETF | — | $205K | 0.0% | 2,696 | — | |||
| 141 | — | ISHARES TR - RUS 1000 ETF | — | $203K | 0.0% | 496 | — | |||
| 142 | $GRBK | Green Brick Partners, Inc. | Industrials | $200K | 0.0% | 2,500 | — | |||
| 143 | $OMC | OMNICOM GROUP INC. | Communication Services | $200K | 0.0% | 2,747 | — | |||
| 144 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $199K | 0.0% | 1,945 | -15% | |||
| 145 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $183K | 0.0% | 829 | +13% | |||
| 146 | $BLK | BlackRock, Inc. | Financials | $182K | 0.0% | 189 | +52% | |||
| 147 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $181K | 0.0% | 526 | — | |||
| 148 | — | ISHARES TR - CORE S&P SCP ETF | — | $176K | 0.0% | 1,189 | -5% | |||
| 149 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $176K | 0.0% | 3,082 | +36% | |||
| 150 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $175K | 0.0% | 1,363 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 72 new, 130 added to, 84 trimmed, 49 sold out. Share-count changes; largest moves by dollar size first.
New positions (72)
- GLOBAL X FDS - ARTIFICIAL ETF$296K
first bought this quarter
- EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF$264K
first bought this quarter
- AMERICAN CENTY ETF TR - US EQT ETF$175K
first bought this quarter
- AMERICAN CENTY ETF TR - INTL EQT ETF$122K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$120Kfirst bought this quarter
- BLACKROCK ETF TRUST - ISHARES US EQUIT$113K
first bought this quarter
+66 more in the Excel export
Added to (130)
- AMERICAN CENTY ETF TR - AVANTIS US LARG+13%
now $75.7M
- DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF+17%
now $40.5M
- VANGUARD MALVERN FDS - SHOR DURA BD ETF+51%
now $15.6M
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF+3%
now $152.8M
- VANGUARD MUN BD FDS - SHORT TAX EXEMPT+191%
now $5.7M
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+2%
now $139.1M
+124 more in the Excel export
Trimmed (84)
- DIMENSIONAL ETF TRUST - US REAL ESTA ETF-38%
now $6.8M
- DIMENSIONAL ETF TRUST - US HIGH PROF ETF-4%
now $85.4M
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF-5%
now $41.6M
- VANGUARD MALVERN FDS - STRM INFPROIDX-13%
now $13.4M
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT-3%
now $53.5M
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE-3%
now $65.6M
+78 more in the Excel export
Holdings by quarter
Every 13F Beaird Harris Wealth Management, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Beaird Harris Wealth Management's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
+16.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
60%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Beaird Harris Wealth Management, LLC disclosed 707 positions worth $1.6B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 72 new positions and exited 49 and a full exit from $AGQ. The portfolio is most concentrated in Other (92.8% of disclosed assets). All figures are sourced directly from Beaird Harris Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1908938.
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AI-Powered Hedge Fund Analysis: Beaird Harris Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Beaird Harris Wealth Management, LLC (SEC CIK: 1908938), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Beaird Harris Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.