Institutions / Beaird Harris Wealth Management, LLC

Beaird Harris Wealth Management, LLC

CIK 1908938 · Institution · as of Dec 31, 2025

Portfolio value

$1.45B

Positions

706

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 706 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$153.67M	3,204,807	10.6%
Dimensional ETF Trust	—	$137.19M	3,223,364	9.4%
American Centy ETF Tr	—	$100.72M	1,329,332	6.9%
Vanguard Index Fds	—	$91.62M	146,086	6.3%
Dimensional ETF Trust	—	$77.90M	2,048,402	5.4%
American Centy ETF Tr	—	$75.19M	737,326	5.2%
Dimensional ETF Trust	—	$59.12M	1,269,014	4.1%
Dimensional ETF Trust	—	$58.48M	1,171,961	4.0%
American Centy ETF Tr	—	$51.99M	661,326	3.6%
Vanguard Tax-Managed Fds	—	$45.55M	729,098	3.1%
Vanguard Mun Bd Fds	—	$45.17M	898,253	3.1%
American Centy ETF Tr	—	$44.87M	582,617	3.1%
American Centy ETF Tr	—	$41.07M	437,080	2.8%
Dimensional ETF Trust	—	$40.84M	847,860	2.8%
Dimensional ETF Trust	—	$38.67M	555,086	2.7%
Bitwise Bitcoin ETF Tr	—	$36.56M	768,789	2.5%
Dimensional ETF Trust	—	$29.58M	496,848	2.0%
Dimensional ETF Trust	—	$23.14M	427,954	1.6%
Vanguard Malvern Fds	—	$19.61M	396,529	1.4%
iShares Tr	—	$14.20M	20,736	1.0%
Tesla Inc	—	$14.04M	31,223	1.0%
Vanguard Index Fds	—	$12.56M	37,460	0.9%
Dimensional ETF Trust	—	$11.95M	521,934	0.8%
Vanguard Intl Equity Index F	—	$10.80M	75,359	0.7%
Vanguard Wellington Fd	—	$10.31M	101,454	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.