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Beaird Harris Wealth Management

Latest statistics and disclosures from Beaird Harris Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFSD, DFCF, AVLV, VOO, DUHP, and represent 38.64% of Beaird Harris Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$12M), DFGP (+$8.2M), VOO (+$7.5M), DUHP (+$7.4M), BITB (+$5.8M), AVLC, AVUV, AVLV, DFCF, SPY.
Started 45 new stock positions in OPENL, DXC, SOLS, SDY, PSQO, SBRA, IMCB, IAGG, NHI, ASTS.
Reduced shares in these 10 stocks: DFAR (-$13M), VTIP (-$12M), VTEB, AVMU, DFAS, DFIV, VTES, SMMU, DFUV, VSS.
Sold out of its positions in ACM, ARE, OKLO, AXON, BNTX, BURL, CMS, CBT, CCJ, CPB.
Beaird Harris Wealth Management was a net buyer of stock by $29M.
Beaird Harris Wealth Management has $1.5B in assets under management (AUM), dropping by 2.93%.
Central Index Key (CIK): 0001908938

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Portfolio Holdings for Beaird Harris Wealth Management

Beaird Harris Wealth Management holds 706 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Beaird Harris Wealth Management has 706 total positions. Only the first 250 positions are shown.

Sign up to view all of the Beaird Harris Wealth Management Dec. 31, 2025 positions
Download the Beaird Harris Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Short Duration F (DFSD)	10.6	$154M	+8%	3.2M	47.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	9.4	$137M	+2%	3.2M	42.56	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.9	$101M	+3%	1.3M	75.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$92M	+8%	146k	627.13	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.4	$78M	+10%	2.0M	38.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.2	$75M	+4%	737k	101.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.1	$59M		1.3M	46.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.0	$59M		1.2M	49.90	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	3.6	$52M	+10%	661k	78.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$46M		729k	62.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.1	$45M	-3%	898k	50.29	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.1	$45M		583k	77.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$41M		437k	93.97	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.8	$41M		848k	48.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.7	$39M		555k	69.67	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	2.5	$37M	+18%	769k	47.56	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.0	$30M		497k	59.54	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.6	$23M	+54%	428k	54.07	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$20M	-37%	397k	49.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$14M	+3%	21k	684.95	View chart
Tesla Motors (TSLA)	1.0	$14M		31k	449.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$13M		38k	335.27	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.8	$12M	-51%	522k	22.90	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$11M	-4%	75k	143.33	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.7	$10M	-6%	102k	101.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$9.7M	-2%	132k	73.56	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$8.9M	-2%	274k	32.57	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.6	$8.6M	-12%	186k	46.24	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$8.6M	-2%	120k	71.23	View chart
Apple (AAPL)	0.5	$7.2M		27k	271.86	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.5	$7.1M		121k	58.74	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$6.4M	-4%	141k	45.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$5.7M	+55%	8.4k	681.95	View chart
Ishares Tr International Sl (ISCF)	0.4	$5.5M	-4%	133k	41.48	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.4	$5.3M	-2%	205k	25.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$5.1M		65k	78.81	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$5.0M	+3%	66k	76.23	View chart
NVIDIA Corporation (NVDA)	0.3	$4.7M	-6%	25k	186.50	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.3	$4.5M		29k	155.12	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$4.4M	+2%	41k	107.11	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$4.0M		54k	74.17	View chart
Sprott Asset Management Physical Silver (PSLV)	0.3	$4.0M		167k	23.65	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$3.6M	+3%	32k	113.10	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$3.1M	-2%	72k	43.53	View chart
Microsoft Corporation (MSFT)	0.2	$3.1M		6.3k	483.59	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$2.9M		89k	33.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.7M		13k	211.79	View chart
Bright Horizons Fam Sol In D (BFAM)	0.2	$2.5M		24k	101.40	View chart
Strategy Cl A New (MSTR)	0.2	$2.5M		16k	151.95	View chart
Sherwin-Williams Company (SHW)	0.2	$2.4M		7.5k	324.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.4M		13k	190.99	View chart
Oneok (OKE)	0.2	$2.3M		32k	73.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.2M	+6%	28k	77.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.1M		8.2k	257.94	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.0M	+3%	19k	106.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.0M	+141%	4.2k	473.29	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.0M		39k	50.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$2.0M		50k	39.59	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.8M	-2%	13k	136.73	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.8M		15k	120.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.5M	-2%	18k	83.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.5M	+18%	3.8k	396.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.5M	+81%	20k	74.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M	-23%	17k	88.49	View chart
Amazon (AMZN)	0.1	$1.5M	-15%	6.4k	230.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.5M	+10%	4.7k	312.97	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.3M		23k	58.73	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$1.3M	-3%	16k	81.01	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.1M		5.4k	204.83	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	-4%	6.4k	173.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.0M		3.5k	290.24	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.0M	+16%	5.7k	177.74	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$946k		41k	23.30	View chart
Listed Fds Tr Roundhill Ball (METV)	0.1	$835k	-5%	1.3k	659.91	View chart
Chevron Corporation (CVX)	0.1	$783k	-3%	5.1k	152.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$777k		32k	24.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$765k		14k	53.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$751k	+4%	28k	26.91	View chart
JPMorgan Chase & Co. (JPM)	0.0	$721k		2.2k	322.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$715k		7.4k	96.03	View chart
Abbvie (ABBV)	0.0	$687k	-2%	3.0k	228.51	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$667k		5.9k	113.73	View chart
Home Depot (HD)	0.0	$656k	-2%	1.9k	344.18	View chart
Raytheon Technologies Corp (RTX)	0.0	$617k		3.4k	183.40	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$614k	+2%	3.5k	177.37	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$539k		1.8k	303.89	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$537k		7.9k	68.36	View chart
Eli Lilly & Co. (LLY)	0.0	$535k	-13%	497.00	1075.57	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$508k		10k	49.84	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$508k	+2%	12k	41.92	View chart
Wal-Mart Stores (WMT)	0.0	$505k	+5%	4.5k	111.40	View chart
Johnson & Johnson (JNJ)	0.0	$501k		2.4k	206.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$500k		2.5k	199.68	View chart
Strategy Series A Perp Pf (STRK)	0.0	$499k		6.3k	78.76	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$490k	-2%	6.3k	77.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$488k	+12%	9.2k	52.88	View chart
Atmos Energy Corporation (ATO)	0.0	$467k		2.8k	167.63	View chart
Costco Wholesale Corporation (COST)	0.0	$463k	-2%	537.00	861.56	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$400k		4.1k	97.76	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$390k		5.5k	71.41	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$389k	NEW	2.8k	139.16	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$388k		3.2k	121.28	View chart
Caterpillar (CAT)	0.0	$386k	-16%	673.00	572.87	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$383k		2.4k	157.67	View chart
At&t (T)	0.0	$374k	-23%	15k	24.84	View chart
McKesson Corporation (MCK)	0.0	$355k		433.00	820.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$355k	NEW	588.00	603.28	View chart
Amgen (AMGN)	0.0	$353k		1.1k	327.31	View chart
Cheniere Energy Com New (LNG)	0.0	$338k		1.7k	194.43	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$334k		1.2k	268.30	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$323k		2.9k	110.96	View chart
International Business Machines (IBM)	0.0	$319k		1.1k	296.21	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$317k	+329%	4.3k	73.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$317k		650.00	487.86	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$315k		9.6k	32.89	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$305k	NEW	4.1k	74.88	View chart
Ford Motor Company (F)	0.0	$289k		22k	13.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$267k		3.0k	89.46	View chart
Ondas Hldgs Com New (ONDS)	0.0	$266k	+3%	27k	9.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$265k		3.3k	81.17	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$265k	NEW	4.8k	54.84	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$264k	NEW	953.00	276.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$261k		3.3k	79.73	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$241k	-16%	1.1k	210.37	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$233k	-12%	2.3k	102.38	View chart
Waste Management (WM)	0.0	$231k		1.1k	219.71	View chart
Emerson Electric (EMR)	0.0	$225k		1.7k	132.75	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$223k		4.1k	54.77	View chart
Omni (OMC)	0.0	$222k		2.7k	80.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$218k		7.6k	28.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$205k		1.7k	123.26	View chart
Blackrock (BLK)	0.0	$198k	-63%	185.00	1070.34	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$195k		504.00	386.85	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$194k	+195%	3.0k	64.42	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$190k	+100%	1.3k	143.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$185k		496.00	373.44	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$182k	+40%	3.7k	49.65	View chart
Boeing Company (BA)	0.0	$180k		830.00	217.17	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$180k		2.1k	85.89	View chart
Deere & Company (DE)	0.0	$180k		386.00	465.12	View chart
3M Company (MMM)	0.0	$174k		1.1k	160.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$171k	+615%	694.00	246.16	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$171k		3.6k	47.09	View chart
Lowe's Companies (LOW)	0.0	$171k		708.00	241.16	View chart
Coca-Cola Company (KO)	0.0	$167k		2.4k	69.92	View chart
Advanced Micro Devices (AMD)	0.0	$164k		767.00	214.03	View chart
Verizon Communications (VZ)	0.0	$163k	+6%	4.0k	40.73	View chart
Bitwise Xrp Etf Beneficial Int (XRP)	0.0	$163k	NEW	7.9k	20.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$159k		1.6k	99.90	View chart
ConocoPhillips (COP)	0.0	$159k	-5%	1.7k	93.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$158k	+14%	1.3k	120.20	View chart
Green Brick Partners (GRBK)	0.0	$157k	-50%	2.5k	62.66	View chart
Travelers Companies (TRV)	0.0	$156k		538.00	290.06	View chart
American Express Company (AXP)	0.0	$155k		420.00	369.85	View chart
Procter & Gamble Company (PG)	0.0	$154k		1.1k	143.29	View chart
Cigna Corp (CI)	0.0	$154k		558.00	275.16	View chart
Rli (RLI)	0.0	$151k		2.4k	63.98	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$149k		2.6k	57.24	View chart
Corning Incorporated (GLW)	0.0	$145k		1.7k	87.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$142k		450.00	314.80	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$139k	-79%	2.8k	50.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$137k		956.00	143.52	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$133k		4.1k	32.73	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$132k	-9%	525.00	250.43	View chart
Thermo Fisher Scientific (TMO)	0.0	$130k		225.00	578.37	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$130k	NEW	2.7k	48.18	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$127k		4.5k	28.06	View chart
McDonald's Corporation (MCD)	0.0	$127k	-7%	414.00	305.55	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$125k		2.1k	61.13	View chart
Bank of America Corporation (BAC)	0.0	$125k	-14%	2.3k	55.00	View chart
Lemonade (LMND)	0.0	$121k		1.7k	71.18	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$121k		2.5k	47.97	View chart
Pepsi (PEP)	0.0	$120k	-9%	839.00	143.51	View chart
Celestica (CLS)	0.0	$119k		401.00	295.78	View chart
Nextera Energy (NEE)	0.0	$118k	-10%	1.5k	80.29	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.0	$118k		2.2k	53.21	View chart
salesforce (CRM)	0.0	$116k	-2%	436.00	265.20	View chart
Sabra Health Care REIT (SBRA)	0.0	$114k	NEW	6.0k	18.94	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$114k	NEW	1.0k	109.66	View chart
Wells Fargo & Company (WFC)	0.0	$113k	-19%	1.2k	93.20	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$112k	NEW	2.2k	50.86	View chart
Oge Energy Corp (OGE)	0.0	$111k		2.6k	42.70	View chart
Pfizer (PFE)	0.0	$109k	+5%	4.4k	24.90	View chart
Intercontinental Exchange (ICE)	0.0	$108k	-2%	667.00	161.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$108k		541.00	198.62	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$105k	-4%	2.8k	38.00	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.0	$104k	NEW	1.8k	58.96	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$104k		2.4k	42.94	View chart
Danaher Corporation (DHR)	0.0	$104k		452.00	228.97	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$103k	-4%	1.5k	67.22	View chart
Starbucks Corporation (SBUX)	0.0	$102k	-14%	1.2k	84.20	View chart
Philip Morris International (PM)	0.0	$99k		618.00	160.39	View chart
Duke Energy Corp Com New (DUK)	0.0	$97k	+20%	830.00	117.21	View chart
TJX Companies (TJX)	0.0	$97k		630.00	153.59	View chart
PNC Financial Services (PNC)	0.0	$96k	-8%	459.00	208.58	View chart
Phillips 66 (PSX)	0.0	$95k		739.00	129.10	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$95k	-3%	1.8k	53.88	View chart
Bristol Myers Squibb (BMY)	0.0	$94k		1.7k	53.94	View chart
Colgate-Palmolive Company (CL)	0.0	$93k		1.2k	79.02	View chart
L3harris Technologies (LHX)	0.0	$93k		316.00	293.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$91k		642.00	141.14	View chart
Eaton Corp SHS (ETN)	0.0	$90k		283.00	318.51	View chart
CSX Corporation (CSX)	0.0	$90k		2.5k	36.25	View chart
Abbott Laboratories (ABT)	0.0	$90k		714.00	125.37	View chart
Merck & Co (MRK)	0.0	$88k	+35%	832.00	105.21	View chart
Citigroup Com New (C)	0.0	$87k		749.00	116.69	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$87k	+18%	3.2k	27.15	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$86k	+8%	1.1k	80.22	View chart
UGI Corporation (UGI)	0.0	$85k		2.3k	37.43	View chart
Qorvo (QRVO)	0.0	$85k		1.0k	84.51	View chart
Visa Com Cl A (V)	0.0	$84k	-24%	240.00	350.71	View chart
Canadian Pacific Kansas City (CP)	0.0	$83k		1.1k	73.63	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$81k	NEW	984.00	82.73	View chart
Onemain Holdings (OMF)	0.0	$81k	NEW	1.2k	67.55	View chart
Netflix (NFLX)	0.0	$81k	+657%	864.00	93.80	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$80k		723.00	110.15	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$76k		2.5k	30.07	View chart
Spdr Series Trust State Street Spd (QUS)	0.0	$73k		418.00	174.19	View chart
Us Bancorp Del Com New (USB)	0.0	$71k		1.3k	53.36	View chart
Palo Alto Networks (PANW)	0.0	$69k	-3%	372.00	184.20	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$67k		782.00	86.24	View chart
American Electric Power Company (AEP)	0.0	$67k	+63%	584.00	115.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$67k		1.0k	65.99	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$67k	-20%	432.00	154.14	View chart
MercadoLibre (MELI)	0.0	$67k		33.00	2014.27	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$66k		1.7k	38.73	View chart
Cisco Systems (CSCO)	0.0	$66k		857.00	77.06	View chart
Enbridge (ENB)	0.0	$65k	+67%	1.4k	47.83	View chart
United Parcel Service CL B (UPS)	0.0	$64k		645.00	99.19	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$64k		624.00	102.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$63k		288.00	219.78	View chart
Evergy (EVRG)	0.0	$63k	-14%	872.00	72.49	View chart
Ge Vernova (GEV)	0.0	$63k		96.00	656.57	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$63k		2.7k	23.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$62k		1.9k	32.62	View chart
Altria (MO)	0.0	$62k		1.1k	57.64	View chart
Royal Caribbean Cruises (RCL)	0.0	$61k		218.00	279.46	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$60k		80.00	753.79	View chart
Etf Opportunities Trust Rex Osprey Xrp (XRPR)	0.0	$60k	NEW	4.0k	14.98	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$60k		1.4k	41.48	View chart
Eversource Energy (ES)	0.0	$57k		850.00	67.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$57k		93.00	612.33	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$57k		662.00	85.37	View chart
Lam Research Corp Com New (LRCX)	0.0	$57k	-30%	330.00	171.18	View chart
Nrg Energy Com New (NRG)	0.0	$56k		352.00	159.24	View chart
NiSource (NI)	0.0	$56k		1.3k	41.76	View chart
Devon Energy Corporation (DVN)	0.0	$54k		1.5k	36.63	View chart
General Motors Company (GM)	0.0	$53k		655.00	81.33	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$53k		801.00	65.66	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.0	$51k	NEW	668.00	76.48	View chart

Past Filings by Beaird Harris Wealth Management

SEC 13F filings are viewable for Beaird Harris Wealth Management going back to 2021

Beaird Harris Wealth Management 2025 Q4 filed Feb. 23, 2026
Beaird Harris Wealth Management 2025 Q3 filed Nov. 13, 2025
Beaird Harris Wealth Management 2025 Q2 filed Aug. 14, 2025
Beaird Harris Wealth Management 2025 Q1 filed May 15, 2025
Beaird Harris Wealth Management 2024 Q4 filed Feb. 10, 2025
Beaird Harris Wealth Management 2024 Q3 filed Dec. 2, 2024
Beaird Harris Wealth Management 2024 Q2 filed Aug. 15, 2024
Beaird Harris Wealth Management 2024 Q1 filed May 15, 2024
Beaird Harris Wealth Management 2023 Q4 filed Feb. 27, 2024
Beaird Harris Wealth Management 2023 Q3 filed Nov. 15, 2023
Beaird Harris Wealth Management 2023 Q2 filed July 26, 2023
Beaird Harris Wealth Management 2023 Q1 filed April 24, 2023
Beaird Harris Wealth Management 2022 Q4 filed Feb. 14, 2023
Beaird Harris Wealth Management 2022 Q3 filed Nov. 2, 2022
Beaird Harris Wealth Management 2022 Q2 filed Aug. 12, 2022
Beaird Harris Wealth Management 2022 Q1 filed May 27, 2022

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