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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 37.05% of Beaird Harris Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$18M), DUHP (+$12M), VOO (+$12M), DFGP (+$10M), AVLV (+$6.5M), AVLC (+$6.0M), DFCF (+$5.0M), AVUV, BITB, VTEB.
Started 145 new stock positions in HPE, NBIS, XEL, MSSM, AGCO, PWB, PAAS, AR, SCHH, WRBY.
Reduced shares in these 10 stocks: DFAR (-$17M), VTIP (-$11M), VNQ, AVMU, DFAS, DFUV, VSS, , SCHD, IVV.
Sold out of its positions in AWK, ANSS, ARCC, BUI, BME, BXP, CSQ, CSL, SILA, CHD.
Beaird Harris Wealth Management was a net buyer of stock by $49M.
Beaird Harris Wealth Management has $1.4B in assets under management (AUM), dropping by 9.14%.
Central Index Key (CIK): 0001908938

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Portfolio Holdings for Beaird Harris Wealth Management

Beaird Harris Wealth Management holds 724 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Beaird Harris Wealth Management has 724 total positions. Only the first 250 positions are shown.

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Download the Beaird Harris Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Short Duration F (DFSD)	10.1	$143M	+14%	3.0M	48.19	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	9.6	$135M	+3%	3.2M	42.76	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.6	$93M	+7%	1.3M	72.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.8	$82M	+16%	134k	612.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.0	$70M	+6%	706k	99.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.0	$70M	+20%	1.9M	37.77	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.1	$57M		1.3M	44.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.9	$55M		1.2M	46.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.3	$46M	+6%	926k	50.07	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	3.3	$46M	+15%	600k	76.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.1	$44M		589k	75.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$43M	+2%	718k	59.92	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	2.9	$40M	+8%	647k	62.22	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.8	$40M		836k	47.98	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$39M		440k	89.03	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.7	$39M	-2%	566k	68.46	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.3	$32M	-25%	633k	50.63	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$29M		501k	58.21	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.8	$26M	-39%	1.1M	23.85	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.1	$15M	+201%	277k	55.57	View chart
Tesla Motors (TSLA)	1.0	$14M		31k	444.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$13M	-2%	20k	669.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$12M		37k	328.17	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$11M	-5%	79k	142.55	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.8	$11M	+2%	108k	101.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$9.7M	-2%	136k	71.37	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.7	$9.7M	-11%	212k	45.60	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$8.9M		281k	31.53	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$8.3M		123k	67.44	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.5	$7.0M		123k	57.25	View chart
Apple (AAPL)	0.5	$6.7M	+3%	26k	254.63	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$6.7M		148k	45.51	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$6.4M	+4%	64k	99.81	View chart
Ishares Tr International Sl (ISCF)	0.4	$5.8M	-2%	140k	41.12	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.4	$5.4M		211k	25.61	View chart
Strategy Call Call Option (Principal) (MSTR)	0.4	$5.2M		16k	322.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$5.1M	+10%	65k	78.91	View chart
NVIDIA Corporation (NVDA)	0.4	$5.0M	+16%	27k	186.58	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$4.4M		30k	143.18	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$4.3M	+2%	40k	106.49	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$3.9M		54k	72.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.6M		5.4k	666.20	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$3.3M	-10%	74k	44.48	View chart
Microsoft Corporation (MSFT)	0.2	$3.3M		6.3k	517.97	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$2.6M		89k	29.62	View chart
Bright Horizons Fam Sol In D (BFAM)	0.2	$2.6M		24k	108.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.6M		13k	208.71	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$2.6M		166k	15.70	View chart
Sherwin-Williams Company (SHW)	0.2	$2.6M		7.5k	346.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.4M	+2%	13k	186.48	View chart
Oneok (OKE)	0.2	$2.3M		32k	72.97	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.2	$2.2M		29k	76.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.1M	+2%	8.2k	254.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.1M		26k	78.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.0M	-55%	22k	91.42	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.0M		38k	51.09	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.9M		18k	106.78	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.9M		50k	38.57	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.7M	-12%	14k	125.05	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.7M	-18%	15k	112.75	View chart
Amazon (AMZN)	0.1	$1.7M	+18%	7.5k	219.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.6M		19k	84.11	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.3M		23k	58.85	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$1.3M		17k	79.51	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M	+83%	6.7k	183.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	+10%	3.2k	355.42	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.1M		5.4k	199.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.0M	+23%	4.2k	243.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.0M		3.5k	293.71	View chart
Listed Fds Tr Roundhill Ball (METV)	0.1	$984k	+17%	1.3k	734.19	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$920k		41k	22.65	View chart
Palantir Technologies Cl A (PLTR)	0.1	$894k	+9%	4.9k	182.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$837k	+98%	11k	74.37	View chart
Chevron Corporation (CVX)	0.1	$822k		5.3k	155.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$815k		1.7k	468.32	View chart
Home Depot (HD)	0.1	$794k		2.0k	405.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$772k		14k	54.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$756k	-8%	33k	23.28	View chart
Abbvie (ABBV)	0.1	$717k		3.1k	231.53	View chart
JPMorgan Chase & Co. (JPM)	0.1	$715k	+6%	2.3k	315.43	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$706k		7.9k	89.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$704k		27k	26.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$700k	-6%	7.5k	93.37	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$682k		14k	50.57	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$649k		5.9k	110.60	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$592k	+4%	3.4k	174.58	View chart
Blackrock (BLK)	0.0	$590k	+502%	506.00	1165.87	View chart
Strategy Series A Perp Pf (STRK)	0.0	$581k		6.3k	91.70	View chart
At&t (T)	0.0	$556k	+5%	20k	28.24	View chart
Raytheon Technologies Corp (RTX)	0.0	$554k	+447%	3.3k	167.33	View chart
Costco Wholesale Corporation (COST)	0.0	$510k	-2%	551.00	924.81	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$510k		10k	50.00	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$499k		12k	42.08	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$498k		6.5k	76.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$494k	+4%	1.8k	279.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$491k	-28%	2.5k	195.86	View chart
Atmos Energy Corporation (ATO)	0.0	$480k		2.8k	170.75	View chart
Wal-Mart Stores (WMT)	0.0	$444k		4.3k	103.05	View chart
Johnson & Johnson (JNJ)	0.0	$441k	+6%	2.4k	185.38	View chart
Eli Lilly & Co. (LLY)	0.0	$437k	+14%	572.00	763.55	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$435k		8.2k	53.03	View chart
Cheniere Energy Com New (LNG)	0.0	$409k		1.7k	235.03	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$388k		3.2k	121.76	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$387k		4.1k	95.21	View chart
Caterpillar (CAT)	0.0	$387k	+14%	810.00	477.15	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$377k	+9%	5.6k	67.84	View chart
Green Brick Partners (GRBK)	0.0	$369k		5.0k	73.86	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$362k		2.4k	149.07	View chart
McKesson Corporation (MCK)	0.0	$336k		435.00	772.54	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$321k		2.9k	110.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$312k	-2%	650.00	479.61	View chart
Amgen (AMGN)	0.0	$310k		1.1k	282.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$307k		1.2k	246.56	View chart
International Business Machines (IBM)	0.0	$304k		1.1k	282.16	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$304k		9.5k	31.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$280k	+2%	1.4k	203.64	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$269k	-12%	2.6k	103.35	View chart
Ford Motor Company (F)	0.0	$264k		22k	11.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$260k		3.0k	87.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$258k		3.2k	79.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$238k	+8%	3.3k	72.77	View chart
Waste Management (WM)	0.0	$232k		1.1k	220.83	View chart
Omni (OMC)	0.0	$224k		2.7k	81.53	View chart
Emerson Electric (EMR)	0.0	$224k		1.7k	131.17	View chart
Oklo Com Cl A (OKLO)	0.0	$223k		2.0k	111.63	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$219k		4.1k	53.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$212k		7.6k	27.90	View chart
Ondas Hldgs Com New (ONDS)	0.0	$203k	+61%	26k	7.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$201k		1.7k	120.72	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$191k		504.00	378.94	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$186k	-60%	659.00	281.86	View chart
Boeing Company (BA)	0.0	$182k	+17%	842.00	215.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$181k	-20%	496.00	365.48	View chart
Lowe's Companies (LOW)	0.0	$179k		714.00	251.31	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$177k		4.5k	39.18	View chart
Deere & Company (DE)	0.0	$176k		386.00	456.82	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$172k	+185%	2.1k	83.41	View chart
3M Company (MMM)	0.0	$172k		1.1k	155.18	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$171k	+6%	3.6k	47.21	View chart
ConocoPhillips (COP)	0.0	$170k		1.8k	94.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$170k	+18%	2.6k	65.00	View chart
Procter & Gamble Company (PG)	0.0	$167k	+8%	1.1k	153.60	View chart
Verizon Communications (VZ)	0.0	$165k	+18%	3.8k	43.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$163k	+2%	1.6k	100.27	View chart
Cigna Corp (CI)	0.0	$162k	-3%	563.00	288.17	View chart
Coca-Cola Company (KO)	0.0	$159k	+17%	2.4k	66.31	View chart
Rli (RLI)	0.0	$154k		2.4k	65.22	View chart
Travelers Companies (TRV)	0.0	$150k		538.00	279.22	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$149k		580.00	256.56	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$148k		1.9k	76.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$148k		2.6k	57.10	View chart
American Express Company (AXP)	0.0	$142k		427.00	331.88	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$140k	NEW	2.7k	51.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$139k		450.00	307.86	View chart
Netflix (NFLX)	0.0	$137k	+9%	114.00	1203.55	View chart
Bank of America Corporation (BAC)	0.0	$137k	-4%	2.7k	51.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$136k	+3%	1.1k	118.85	View chart
McDonald's Corporation (MCD)	0.0	$136k		446.00	304.08	View chart
Corning Incorporated (GLW)	0.0	$136k	-50%	1.7k	82.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$135k		956.00	140.95	View chart
Pepsi (PEP)	0.0	$130k	+2%	922.00	140.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$128k		4.1k	31.38	View chart
Wells Fargo & Company (WFC)	0.0	$126k	+15%	1.5k	83.82	View chart
Advanced Micro Devices (AMD)	0.0	$124k	+48%	767.00	161.69	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$124k		2.1k	60.26	View chart
Nextera Energy (NEE)	0.0	$124k	+3%	1.6k	75.50	View chart
Oge Energy Corp (OGE)	0.0	$121k		2.6k	46.27	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$121k		2.5k	47.88	View chart
Starbucks Corporation (SBUX)	0.0	$120k	+7%	1.4k	84.59	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.0	$116k		2.2k	52.32	View chart
Intercontinental Exchange (ICE)	0.0	$115k	+3%	681.00	168.48	View chart
Thermo Fisher Scientific (TMO)	0.0	$109k		225.00	484.12	View chart
Visa Com Cl A (V)	0.0	$109k	+4%	319.00	341.38	View chart
salesforce (CRM)	0.0	$106k	+2%	448.00	237.25	View chart
Pfizer (PFE)	0.0	$106k	-76%	4.2k	25.48	View chart
Eaton Corp SHS (ETN)	0.0	$106k		283.00	374.25	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$106k	+18%	1.6k	65.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$105k	+3%	541.00	194.50	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$103k		2.9k	35.69	View chart
Phillips 66 (PSX)	0.0	$101k		739.00	136.09	View chart
PNC Financial Services (PNC)	0.0	$100k	+9%	500.00	200.79	View chart
Philip Morris International (PM)	0.0	$100k		618.00	162.20	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$99k		2.4k	41.11	View chart
Celestica (CLS)	0.0	$99k		401.00	246.52	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$99k		1.8k	54.09	View chart
L3harris Technologies (LHX)	0.0	$97k		316.00	305.41	View chart
Abbott Laboratories (ABT)	0.0	$96k		714.00	134.02	View chart
Colgate-Palmolive Company (CL)	0.0	$94k		1.2k	79.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$92k		541.00	170.85	View chart
TJX Companies (TJX)	0.0	$92k		638.00	144.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$91k		642.00	142.10	View chart
Qorvo (QRVO)	0.0	$91k		1.0k	91.08	View chart
Lemonade (LMND)	0.0	$91k		1.7k	53.53	View chart
Danaher Corporation (DHR)	0.0	$91k	-2%	457.00	198.31	View chart
Uber Technologies (UBER)	0.0	$89k	+494%	910.00	97.97	View chart
CSX Corporation (CSX)	0.0	$88k		2.5k	35.51	View chart
Tidal Trust Ii Yieldmax Mstr Op (MSTY)	0.0	$87k	+53%	6.2k	13.96	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$87k		1.7k	50.63	View chart
Duke Energy Corp Com New (DUK)	0.0	$85k		690.00	123.75	View chart
Canadian Pacific Kansas City (CP)	0.0	$84k		1.1k	74.49	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$82k		5.6k	14.68	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$80k		723.00	110.49	View chart
Palo Alto Networks (PANW)	0.0	$79k	+3%	386.00	203.62	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$78k		995.00	78.34	View chart
Evergy (EVRG)	0.0	$78k		1.0k	76.02	View chart
Bristol Myers Squibb (BMY)	0.0	$78k	-4%	1.7k	45.11	View chart
MercadoLibre (MELI)	0.0	$77k		33.00	2336.97	View chart
Citigroup Com New (C)	0.0	$76k	+5%	749.00	101.50	View chart
UGI Corporation (UGI)	0.0	$75k		2.3k	33.26	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$75k		2.5k	29.64	View chart
Cantor Equity Partners Shs Cl A (CEP)	0.0	$73k	+32%	3.3k	22.38	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$72k	+258%	998.00	71.86	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.0	$72k		418.00	171.20	View chart
Royal Caribbean Cruises (RCL)	0.0	$71k		218.00	323.73	View chart
Altria (MO)	0.0	$71k	+2%	1.1k	66.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$66k	+2%	1.0k	65.25	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$66k	+53%	782.00	84.82	View chart
Us Bancorp Del Com New (USB)	0.0	$64k		1.3k	48.33	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$63k		624.00	101.61	View chart
Lam Research Corp Com New (LRCX)	0.0	$63k	+7%	473.00	133.90	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$63k		1.8k	34.27	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$63k		2.7k	23.12	View chart
Kla Corp Com New (KLAC)	0.0	$63k	+5%	58.00	1078.60	View chart
Mastercard Incorporated Cl A (MA)	0.0	$63k	+11%	110.00	567.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$62k		288.00	215.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$62k	-16%	1.0k	60.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$61k	-80%	1.9k	31.91	View chart
Eversource Energy (ES)	0.0	$61k		850.00	71.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$60k	+17%	80.00	746.64	View chart
Ge Vernova (GEV)	0.0	$59k	+3100%	96.00	617.72	View chart
Cisco Systems (CSCO)	0.0	$59k	+4%	857.00	68.45	View chart
UnitedHealth (UNH)	0.0	$59k	-3%	169.00	345.88	View chart
Spotify Technology S A SHS (SPOT)	0.0	$58k	+69%	83.00	697.25	View chart
NiSource (NI)	0.0	$58k		1.3k	43.30	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$57k		1.4k	39.88	View chart
Capital One Financial (COF)	0.0	$57k	+350%	270.00	212.37	View chart
Nrg Energy Com New (NRG)	0.0	$57k	+1970%	352.00	161.95	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$57k	-32%	378.00	150.67	View chart
Morgan Stanley Com New (MS)	0.0	$57k	+3%	358.00	158.88	View chart
Tyler Technologies (TYL)	0.0	$56k		107.00	523.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$56k	-51%	93.00	598.44	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$54k		801.00	67.29	View chart
United Parcel Service CL B (UPS)	0.0	$54k		645.00	83.53	View chart
Kinder Morgan (KMI)	0.0	$52k	-14%	1.8k	28.31	View chart
Devon Energy Corporation (DVN)	0.0	$52k		1.5k	35.06	View chart
Merck & Co (MRK)	0.0	$51k		612.00	83.88	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$51k		662.00	76.45	View chart
Enterprise Products Partners (EPD)	0.0	$49k		1.6k	31.27	View chart
Nike CL B (NKE)	0.0	$48k	+3%	691.00	69.74	View chart
Super Micro Computer Com New (SMCI)	0.0	$48k		1.0k	47.94	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 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
Beaird Harris Wealth Management 2021 Q4 filed May 17, 2022

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