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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, AVUV, and represent 38.45% of Beaird Harris Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVLC (+$8.7M), DFGP (+$6.0M), VSDB (+$5.3M), DFSD, VSDM, DFCF, VPLS, VCRM, VOO, FBTC.
Started 74 new stock positions in CBRS, USIG, PATH, Cemtrex, FIG, WWR, UAA, SOFI, ONEQ, MRAM.
Reduced shares in these 10 stocks: DFAR, DUHP, DFAS, VTIP, AVEM, DFUV, AVLV, XLE, AGQ, VTEB.
Sold out of its positions in AGNC, BEAM, IMST, BITW, BCX, CTRA, CCD, CWT, CSWC, Carnival Corporation.
Beaird Harris Wealth Management was a net buyer of stock by $20M.
Beaird Harris Wealth Management has $1.6B in assets under management (AUM), dropping by 8.51%.
Central Index Key (CIK): 0001908938

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Portfolio Holdings for Beaird Harris Wealth Management

Beaird Harris Wealth Management holds 707 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Beaird Harris Wealth Management has 707 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	9.6	$153M	+2%	3.2M	47.75	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	8.7	$139M	+2%	3.3M	42.21	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.6	$121M		1.3M	91.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.7	$107M		156k	686.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.9	$94M		750k	124.76	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	5.4	$85M	-4%	2.0M	41.73	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	4.7	$76M	+13%	842k	89.96	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.1	$66M	-2%	1.2M	55.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.9	$62M		1.1M	54.02	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.4	$54M	-3%	555k	96.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$53M		743k	71.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.8	$44M	-2%	876k	50.58	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$44M		427k	103.05	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.6	$42M	-4%	505k	82.34	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	2.5	$41M	+17%	743k	54.46	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.4	$39M		796k	48.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$33M	-2%	472k	69.90	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	1.9	$30M		938k	31.86	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	1.0	$16M	+51%	204k	76.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$15M	+2%	41k	370.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$15M		20k	748.90	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$13M	-12%	266k	50.23	View chart
Tesla Motors (TSLA)	0.7	$11M		27k	420.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$11M		125k	83.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$10M	-3%	258k	40.21	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.6	$10M		67k	154.29	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.6	$9.6M	-3%	95k	101.31	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$8.9M		115k	77.42	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.5	$8.4M		114k	73.34	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.5	$7.9M	-7%	170k	46.59	View chart
Apple (AAPL)	0.5	$7.6M		26k	289.37	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.4	$7.0M	+66%	90k	77.58	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.4	$6.8M	-38%	258k	26.16	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$6.4M		134k	48.12	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.4	$5.7M	+191%	75k	76.63	View chart
Ishares Tr International Sl (ISCF)	0.3	$5.5M		127k	43.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$5.4M	+2%	7.3k	746.75	View chart
NVIDIA Corporation (NVDA)	0.3	$5.1M	+3%	26k	200.09	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$4.9M	+10%	60k	81.94	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$4.6M	+35%	90k	51.05	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.3	$4.3M	-13%	167k	25.82	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$4.3M		40k	107.62	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.3	$4.2M	+111%	55k	76.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$4.0M		52k	77.91	View chart
Strategy Cl A New (MSTR)	0.2	$3.7M	-7%	42k	86.93	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$3.2M		68k	47.38	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$3.1M		31k	100.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.8M	-7%	11k	243.00	View chart
Oneok (OKE)	0.2	$2.8M		32k	86.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.6M		12k	217.94	View chart
Sherwin-Williams Company (SHW)	0.2	$2.6M		7.5k	344.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.4M		8.0k	303.11	View chart
Microsoft Corporation (MSFT)	0.1	$2.3M	+3%	6.2k	373.00	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$2.3M	+4%	52k	44.36	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$2.3M	-12%	11k	199.81	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$2.2M	-21%	73k	30.17	View chart
Bright Horizons Fam Sol In D (BFAM)	0.1	$2.0M	+18%	29k	70.88	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.9M	-2%	18k	106.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.8M	+17%	25k	73.41	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$1.6M	-24%	87k	18.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	+11%	4.4k	368.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M	+278%	13k	124.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.6M	+2%	4.5k	357.36	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.6M		20k	76.70	View chart
Amazon (AMZN)	0.1	$1.5M	+4%	6.1k	238.36	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.4M	-4%	17k	82.65	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.3M	-27%	26k	51.05	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M		9.1k	136.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.2M		21k	58.20	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$1.2M		15k	83.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.2M	-7%	12k	96.43	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.0M	-13%	4.7k	219.19	View chart
Texas Instruments Incorporated (TXN)	0.1	$948k	-6%	3.2k	298.05	View chart
Chevron Corporation (CVX)	0.1	$945k	+10%	5.7k	165.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$880k	+12%	2.7k	327.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$858k		31k	27.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$826k		28k	29.43	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$764k	-3%	5.6k	136.68	View chart
Abbvie (ABBV)	0.0	$759k		3.0k	251.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$744k		7.2k	103.88	View chart
Listed Fds Tr Roundhill Ball (METV)	0.0	$728k	+2%	1.3k	563.14	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$699k	+54%	9.2k	75.68	View chart
Home Depot (HD)	0.0	$686k		1.9k	352.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$639k	-7%	3.2k	197.59	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.0	$634k		22k	29.19	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$632k		2.5k	252.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$607k	+111%	7.5k	80.57	View chart
Eli Lilly & Co. (LLY)	0.0	$592k	+2%	493.00	1200.43	View chart
Caterpillar (CAT)	0.0	$591k		555.00	1064.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$556k	+4%	9.3k	59.69	View chart
Johnson & Johnson (JNJ)	0.0	$535k		2.1k	253.95	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$533k	-2%	1.1k	477.58	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$507k		10k	49.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$507k	+94%	6.4k	79.03	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$493k		3.2k	153.44	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$491k		12k	41.41	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$486k		2.4k	200.01	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$485k		9.2k	52.41	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$484k		4.1k	117.34	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$482k	-7%	5.9k	82.27	View chart
Atmos Energy Corporation (ATO)	0.0	$479k		2.8k	172.27	View chart
Wal-Mart Stores (WMT)	0.0	$456k	-7%	4.0k	113.25	View chart
Palantir Technologies Cl A (PLTR)	0.0	$454k	+8%	3.9k	116.67	View chart
Cheniere Energy Com New (LNG)	0.0	$415k		1.7k	239.06	View chart
Corning Incorporated (GLW)	0.0	$406k		1.6k	255.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$405k	+8%	5.3k	76.55	View chart
Amgen (AMGN)	0.0	$398k		1.1k	362.12	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$397k	+4%	4.8k	82.78	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$386k	-3%	2.8k	137.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$374k		9.6k	38.79	View chart
Ford Motor Company (F)	0.0	$361k	+17%	26k	13.90	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$352k		2.3k	152.18	View chart
At&t (T)	0.0	$345k	+7%	17k	20.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$339k	+394%	460.00	736.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$336k	+500%	3.9k	86.14	View chart
McKesson Corporation (MCK)	0.0	$327k		433.00	755.60	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$321k	+119%	8.0k	40.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$296k		3.1k	96.58	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$296k	NEW	4.5k	65.61	View chart
International Business Machines (IBM)	0.0	$289k		1.0k	281.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$276k		7.6k	36.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$273k	+77%	2.0k	137.55	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$264k	NEW	3.1k	85.66	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$258k	+13%	2.6k	99.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$253k	+2%	3.3k	75.51	View chart
Micron Technology (MU)	0.0	$253k	-11%	219.00	1152.78	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$251k		5.5k	45.52	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$251k		1.3k	190.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$248k	-10%	1.0k	242.46	View chart
Martin Marietta Materials (MLM)	0.0	$248k	+14233%	430.00	576.70	View chart
Bitmine Immersion Techs Com New (BMNR)	0.0	$245k		18k	13.31	View chart
Emerson Electric (EMR)	0.0	$243k		1.7k	143.18	View chart
Deere & Company (DE)	0.0	$240k		379.00	633.56	View chart
Coca-Cola Company (KO)	0.0	$236k		2.9k	81.27	View chart
Waste Management (WM)	0.0	$235k		1.1k	222.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$226k	+25%	660.00	343.01	View chart
Costco Wholesale Corporation (COST)	0.0	$221k		236.00	935.43	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$218k		4.1k	53.61	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$212k	+7%	301.00	703.34	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$205k		2.7k	76.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$203k		496.00	409.50	View chart
Green Brick Partners (GRBK)	0.0	$200k		2.5k	80.04	View chart
Omni (OMC)	0.0	$200k		2.7k	72.83	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$199k	-14%	1.9k	102.16	View chart
Lowe's Companies (LOW)	0.0	$183k	+12%	829.00	220.49	View chart
Blackrock (BLK)	0.0	$182k	+52%	189.00	961.56	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$181k		526.00	343.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$176k	-5%	1.2k	148.31	View chart
Bank of America Corporation (BAC)	0.0	$176k	+36%	3.1k	56.98	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$175k	NEW	1.4k	128.08	View chart
Travelers Companies (TRV)	0.0	$174k		527.00	330.12	View chart
Philip Morris International (PM)	0.0	$174k		959.00	180.91	View chart
Canadian Pacific Kansas City (CP)	0.0	$171k	+75%	2.0k	86.66	View chart
Advanced Micro Devices (AMD)	0.0	$169k	+9%	292.00	579.98	View chart
Wells Fargo & Company (WFC)	0.0	$167k		2.0k	82.64	View chart
Duke Energy Corp Com New (DUK)	0.0	$165k	+88%	1.3k	126.58	View chart
Pepsi (PEP)	0.0	$160k	+39%	1.2k	135.43	View chart
Eaton Corp SHS (ETN)	0.0	$159k	+32%	374.00	426.12	View chart
3M Company (MMM)	0.0	$159k		984.00	161.91	View chart
ConocoPhillips (COP)	0.0	$159k		1.5k	103.96	View chart
Phillips 66 (PSX)	0.0	$159k	+27%	939.00	169.12	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$158k		3.4k	46.57	View chart
Verizon Communications (VZ)	0.0	$156k	+4%	3.7k	42.34	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$155k	+59%	1.9k	82.86	View chart
Cisco Systems (CSCO)	0.0	$155k	+53%	1.3k	117.49	View chart
Cigna Corp (CI)	0.0	$154k		558.00	275.61	View chart
Enbridge (ENB)	0.0	$153k	+29%	2.8k	54.21	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$151k		2.8k	53.47	View chart
American Express Company (AXP)	0.0	$151k	+4%	445.00	338.60	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$147k		2.6k	56.48	View chart
Celestica (CLS)	0.0	$146k		401.00	365.01	View chart
PNC Financial Services (PNC)	0.0	$144k	+30%	585.00	246.08	View chart
Lam Research Corp Com New (LRCX)	0.0	$143k		330.00	433.33	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$141k		2.1k	68.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$139k		881.00	158.03	View chart
Rli (RLI)	0.0	$139k		2.4k	59.07	View chart
Hewlett Packard Enterprise (HPE)	0.0	$139k	+790%	3.1k	45.11	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$138k		835.00	165.38	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$137k		1.1k	124.44	View chart
Raytheon Technologies Corp (RTX)	0.0	$136k		716.00	189.73	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$134k		2.5k	53.33	View chart
Pfizer (PFE)	0.0	$134k	+42%	5.6k	24.08	View chart
Nextera Energy (NEE)	0.0	$131k		1.5k	87.78	View chart
Procter & Gamble Company (PG)	0.0	$131k	-12%	894.00	146.61	View chart
Palo Alto Networks (PANW)	0.0	$127k		372.00	341.02	View chart
Oge Energy Corp (OGE)	0.0	$127k		2.6k	48.66	View chart
Starbucks Corporation (SBUX)	0.0	$126k		1.2k	102.17	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.0	$126k		2.2k	56.61	View chart
CSX Corporation (CSX)	0.0	$124k		2.6k	47.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$124k	+1200%	1.0k	119.52	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$122k	NEW	1.4k	89.20	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$121k	NEW	705.00	170.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$120k		548.00	219.45	View chart
Visa Com Cl A (V)	0.0	$119k	+45%	348.00	343.09	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$116k	-15%	3.5k	33.29	View chart
Bitwise Xrp Etf Beneficial Int (XRP)	0.0	$115k	+14%	9.9k	11.66	View chart
Us Bancorp Com New (USB)	0.0	$115k	+44%	1.9k	60.40	View chart
Ge Vernova (GEV)	0.0	$113k		96.00	1180.25	View chart
McDonald's Corporation (MCD)	0.0	$113k		417.00	270.48	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$113k	NEW	1.7k	68.00	View chart
Thermo Fisher Scientific (TMO)	0.0	$112k		224.00	501.36	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$110k		2.4k	45.70	View chart
Enterprise Products Partners (EPD)	0.0	$110k	+181%	3.0k	36.76	View chart
Colgate-Palmolive Company (CL)	0.0	$109k		1.2k	91.72	View chart
Ondas Com New (ONDS)	0.0	$101k		12k	8.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$100k		642.00	156.30	View chart
Target Corporation (TGT)	0.0	$99k	+94%	760.00	130.61	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$98k	NEW	4.3k	22.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$98k		988.00	98.93	View chart
Netflix (NFLX)	0.0	$96k	-2%	1.3k	71.42	View chart
TJX Companies (TJX)	0.0	$95k		630.00	151.48	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$95k		1.1k	87.88	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$93k		2.5k	36.87	View chart
salesforce (CRM)	0.0	$93k	+38%	592.00	156.66	View chart
Bristol Myers Squibb (BMY)	0.0	$93k		1.6k	57.61	View chart
L3harris Technologies (LHX)	0.0	$92k		316.00	290.59	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$91k	+32%	1.0k	87.70	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$88k	+143%	909.00	96.46	View chart
Kla Corp Com New (KLAC)	0.0	$88k	+752%	290.00	301.71	View chart
Danaher Corporation (DHR)	0.0	$86k		452.00	190.48	View chart
Opendoor Technologies (OPEN)	0.0	$86k	+37%	19k	4.62	View chart
UnitedHealth (UNH)	0.0	$85k	+50%	204.00	414.75	View chart
Citigroup Com New (C)	0.0	$83k		594.00	139.96	View chart
Intercontinental Exchange (ICE)	0.0	$82k		667.00	123.11	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.0	$82k	+20%	5.5k	15.03	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.0	$78k		418.00	186.86	View chart
Altria (MO)	0.0	$77k		1.1k	71.93	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.0	$76k		624.00	122.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$76k		987.00	77.10	View chart
Merck & Co (MRK)	0.0	$76k		588.00	128.41	View chart
Evergy (EVRG)	0.0	$75k		872.00	86.43	View chart
Charles Schwab Corporation (SCHW)	0.0	$74k	+99%	802.00	92.32	View chart
Devon Energy Corporation (DVN)	0.0	$73k	+20%	1.8k	41.32	View chart
Lockheed Martin Corporation (LMT)	0.0	$73k	+197%	143.00	509.46	View chart
Boeing Company (BA)	0.0	$71k	-55%	328.00	216.59	View chart
Royal Caribbean Cruises (RCL)	0.0	$70k		219.00	318.05	View chart
American Electric Power Company (AEP)	0.0	$69k	+95%	506.00	136.81	View chart
Strategy Series A Perp Pf (STRK)	0.0	$66k	+2%	1.1k	58.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$65k		1.9k	33.84	View chart
Abbott Laboratories (ABT)	0.0	$64k		709.00	90.74	View chart
Williams Companies (WMB)	0.0	$64k	+88%	858.00	74.34	View chart
NiSource (NI)	0.0	$63k		1.3k	47.55	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$62k		31.00	2012.55	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$62k		1.4k	43.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$62k	NEW	495.00	124.33	View chart
Eversource Energy (ES)	0.0	$61k		850.00	72.27	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$59k	NEW	1.1k	52.74	View chart
Capital Sr Living Corp (SNDA)	0.0	$59k		1.4k	40.80	View chart
Kinder Morgan (KMI)	0.0	$58k		1.8k	31.97	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$58k		9.9k	5.83	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 2026 Q2 filed July 8, 2026
Beaird Harris Wealth Management 2026 Q1 filed May 14, 2026
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

View all past filings

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