Beaird Harris Wealth Management, LLC
CIK: 1908938
Holdings (700)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Jul 8, 2026
- DFSD
DIMENSIONAL ETF TRUST
$152.77M
3.20M sh9.57%+2.9% - DFCF
DIMENSIONAL ETF TRUST
$139.14M
3.30M sh8.72%+2.1% - AVLV
AMERICAN CENTY ETF TR
$121.06M
1.33M sh7.58%-1.1% - VOO
VANGUARD INDEX FDS
$107.28M
156,202 sh6.72%+1.3% - AVUV
AMERICAN CENTY ETF TR
$93.56M
749,891 sh5.86%+0.3% - DUHP
DIMENSIONAL ETF TRUST
$85.44M
2.05M sh5.35%-4.3% - AVLC
AMERICAN CENTY ETF TR
$75.71M
841,598 sh4.74%+13.0% - DFUV
DIMENSIONAL ETF TRUST
$65.64M
1.19M sh4.11%-2.6% - DFIV
DIMENSIONAL ETF TRUST
$61.82M
1.14M sh3.87%-0.4% - AVEM
AMERICAN CENTY ETF TR
$53.53M
554,738 sh3.35%-3.1% - VEA
VANGUARD TAX-MANAGED FDS
$52.94M
743,059 sh3.32%+0.1% - VTEB
VANGUARD MUN BD FDS
$44.29M
875,617 sh2.77%-2.1% - AVDV
AMERICAN CENTY ETF TR
$44M
427,007 sh2.76%+0.1% - DFAS
DIMENSIONAL ETF TRUST
$41.61M
505,291 sh2.61%-4.6% - DFGP
DIMENSIONAL ETF TRUST
$40.49M
743,391 sh2.54%+17.5% - DFNM
DIMENSIONAL ETF TRUST
$38.49M
796,384 sh2.41%+0.1% - DFAT
DIMENSIONAL ETF TRUST
$33.02M
472,417 sh2.07%-2.6% - BITB
BITWISE BITCOIN ETF TR
$29.88M
937,917 sh1.87%+0.4% - VSDB
VANGUARD MALVERN FDS
$15.57M
203,992 sh0.98%+51.5% - VTI
VANGUARD INDEX FDS
$15.08M
40,744 sh0.94%+2.3% - IVV
ISHARES TR
$14.83M
19,799 sh0.93%+1.5% - VTIP
VANGUARD MALVERN FDS
$13.38M
266,385 sh0.84%-12.6% - TSLA
TESLA INC
$11.16M
26,522 sh0.70%-0.4% - VEU
VANGUARD INTL EQUITY INDEX F
$10.49M
125,282 sh0.66%-1.4% - DFAE
DIMENSIONAL ETF TRUST
$10.37M
257,794 sh0.65%-3.6% - VSS
VANGUARD INTL EQUITY INDEX F
$10.26M
66,466 sh0.64%-2.0% - VTES
VANGUARD WELLINGTON FD
$9.62M
94,970 sh0.60%-4.0% - AVIV
AMERICAN CENTY ETF TR
$8.89M
114,886 sh0.56%-0.4% - AVSC
AMERICAN CENTY ETF TR
$8.35M
113,871 sh0.52%-1.6% - AVMU
AMERICAN CENTY ETF TR
$7.93M
170,145 sh0.50%-7.6% - AAPL
APPLE INC
$7.59M
26,213 sh0.48%+1.2% - VPLS
VANGUARD MALVERN FDS
$6.99M
90,080 sh0.44%+66.5% - DFAR
DIMENSIONAL ETF TRUST
$6.76M
258,386 sh0.42%-38.1% - SCHC
SCHWAB STRATEGIC TR
$6.42M
133,480 sh0.40%-0.5% - VSDM
VANGUARD MUN BD FDS
$5.72M
74,692 sh0.36%+191.3% - ISCF
ISHARES TR
$5.51M
127,193 sh0.34%-1.3% - SPY
STATE STR SPDR S&P 500 ETF T
$5.43M
7,276 sh0.34%+2.6% - NVDA
NVIDIA CORPORATION
$5.13M
25,651 sh0.32%+3.6% - DFUS
DIMENSIONAL ETF TRUST
$4.88M
59,539 sh0.31%+10.3% - FBTC
FIDELITY WISE ORIGIN BITCOIN
$4.6M
90,014 sh0.29%+35.9% - SCMB
SCHWAB STRATEGIC TR
$4.3M
166,612 sh0.27%-13.4% - MUB
ISHARES TR
$4.29M
39,886 sh0.27%-0.5% - VCRM
VANGUARD MUN BD FDS
$4.23M
55,414 sh0.27%+111.2% - BSV
VANGUARD BD INDEX FDS
$4.05M
51,956 sh0.25%-1.4% - MSTR
STRATEGY INC
$3.66M
42,138 sh0.23%-7.4% - AVRE
AMERICAN CENTY ETF TR
$3.24M
68,393 sh0.20%-1.5% - HOOD
ROBINHOOD MKTS INC
$3.12M
31,102 sh0.20%+0.0% - VBR
VANGUARD INDEX FDS
$2.76M
11,366 sh0.17%-7.6% - OKE
ONEOK INC NEW
$2.75M
31,639 sh0.17%+0.0% - VTV
VANGUARD INDEX FDS
$2.62M
12,019 sh0.16%-0.8%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 DFSD DIMENSIONAL ETF TRUST | 3.20M | $152.77M | +2.9% | 9.57% | Q2 2026 |
 DFCF DIMENSIONAL ETF TRUST | 3.30M | $139.14M | +2.1% | 8.72% | Q2 2026 |
 AVLV AMERICAN CENTY ETF TR | 1.33M | $121.06M | -1.1% | 7.58% | Q2 2026 |
 VOO VANGUARD INDEX FDS | 156,202 | $107.28M | +1.3% | 6.72% | Q2 2026 |
 AVUV AMERICAN CENTY ETF TR | 749,891 | $93.56M | +0.3% | 5.86% | Q2 2026 |
 DUHP DIMENSIONAL ETF TRUST | 2.05M | $85.44M | -4.3% | 5.35% | Q2 2026 |
 AVLC AMERICAN CENTY ETF TR | 841,598 | $75.71M | +13.0% | 4.74% | Q2 2026 |
 DFUV DIMENSIONAL ETF TRUST | 1.19M | $65.64M | -2.6% | 4.11% | Q2 2026 |
 DFIV DIMENSIONAL ETF TRUST | 1.14M | $61.82M | -0.4% | 3.87% | Q2 2026 |
 AVEM AMERICAN CENTY ETF TR | 554,738 | $53.53M | -3.1% | 3.35% | Q2 2026 |
 VEA VANGUARD TAX-MANAGED FDS | 743,059 | $52.94M | +0.1% | 3.32% | Q2 2026 |
 VTEB VANGUARD MUN BD FDS | 875,617 | $44.29M | -2.1% | 2.77% | Q2 2026 |
 AVDV AMERICAN CENTY ETF TR | 427,007 | $44M | +0.1% | 2.76% | Q2 2026 |
 DFAS DIMENSIONAL ETF TRUST | 505,291 | $41.61M | -4.6% | 2.61% | Q2 2026 |
 DFGP DIMENSIONAL ETF TRUST | 743,391 | $40.49M | +17.5% | 2.54% | Q2 2026 |
 DFNM DIMENSIONAL ETF TRUST | 796,384 | $38.49M | +0.1% | 2.41% | Q2 2026 |
 DFAT DIMENSIONAL ETF TRUST | 472,417 | $33.02M | -2.6% | 2.07% | Q2 2026 |
 BITB BITWISE BITCOIN ETF TR | 937,917 | $29.88M | +0.4% | 1.87% | Q2 2026 |
 VSDB VANGUARD MALVERN FDS | 203,992 | $15.57M | +51.5% | 0.98% | Q2 2026 |
 VTI VANGUARD INDEX FDS | 40,744 | $15.08M | +2.3% | 0.94% | Q2 2026 |
 IVV ISHARES TR | 19,799 | $14.83M | +1.5% | 0.93% | Q2 2026 |
 VTIP VANGUARD MALVERN FDS | 266,385 | $13.38M | -12.6% | 0.84% | Q2 2026 |
 TSLA TESLA INC | 26,522 | $11.16M | -0.4% | 0.70% | Q2 2026 |
 VEU VANGUARD INTL EQUITY INDEX F | 125,282 | $10.49M | -1.4% | 0.66% | Q2 2026 |
 DFAE DIMENSIONAL ETF TRUST | 257,794 | $10.37M | -3.6% | 0.65% | Q2 2026 |
 VSS VANGUARD INTL EQUITY INDEX F | 66,466 | $10.26M | -2.0% | 0.64% | Q2 2026 |
 VTES VANGUARD WELLINGTON FD | 94,970 | $9.62M | -4.0% | 0.60% | Q2 2026 |
 AVIV AMERICAN CENTY ETF TR | 114,886 | $8.89M | -0.4% | 0.56% | Q2 2026 |
 AVSC AMERICAN CENTY ETF TR | 113,871 | $8.35M | -1.6% | 0.52% | Q2 2026 |
 AVMU AMERICAN CENTY ETF TR | 170,145 | $7.93M | -7.6% | 0.50% | Q2 2026 |
 AAPL APPLE INC | 26,213 | $7.59M | +1.2% | 0.48% | Q2 2026 |
 VPLS VANGUARD MALVERN FDS | 90,080 | $6.99M | +66.5% | 0.44% | Q2 2026 |
 DFAR DIMENSIONAL ETF TRUST | 258,386 | $6.76M | -38.1% | 0.42% | Q2 2026 |
 SCHC SCHWAB STRATEGIC TR | 133,480 | $6.42M | -0.5% | 0.40% | Q2 2026 |
 VSDM VANGUARD MUN BD FDS | 74,692 | $5.72M | +191.3% | 0.36% | Q2 2026 |
 ISCF ISHARES TR | 127,193 | $5.51M | -1.3% | 0.34% | Q2 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 7,276 | $5.43M | +2.6% | 0.34% | Q2 2026 |
 NVDA NVIDIA CORPORATION | 25,651 | $5.13M | +3.6% | 0.32% | Q2 2026 |
 DFUS DIMENSIONAL ETF TRUST | 59,539 | $4.88M | +10.3% | 0.31% | Q2 2026 |
 FBTC FIDELITY WISE ORIGIN BITCOIN | 90,014 | $4.6M | +35.9% | 0.29% | Q2 2026 |
 SCMB SCHWAB STRATEGIC TR | 166,612 | $4.3M | -13.4% | 0.27% | Q2 2026 |
 MUB ISHARES TR | 39,886 | $4.29M | -0.5% | 0.27% | Q2 2026 |
 VCRM VANGUARD MUN BD FDS | 55,414 | $4.23M | +111.2% | 0.27% | Q2 2026 |
 BSV VANGUARD BD INDEX FDS | 51,956 | $4.05M | -1.4% | 0.25% | Q2 2026 |
 MSTR STRATEGY INC | 42,138 | $3.66M | -7.4% | 0.23% | Q2 2026 |
 AVRE AMERICAN CENTY ETF TR | 68,393 | $3.24M | -1.5% | 0.20% | Q2 2026 |
 HOOD ROBINHOOD MKTS INC | 31,102 | $3.12M | +0.0% | 0.20% | Q2 2026 |
 VBR VANGUARD INDEX FDS | 11,366 | $2.76M | -7.6% | 0.17% | Q2 2026 |
 OKE ONEOK INC NEW | 31,639 | $2.75M | +0.0% | 0.17% | Q2 2026 |
 VTV VANGUARD INDEX FDS | 12,019 | $2.62M | -0.8% | 0.16% | Q2 2026 |
1-50 of 700 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Beaird Harris Wealth Management, LLC
Beaird Harris Wealth Management, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1908938). Signal8 holds 14 13F filings from it. Its SEC filings list Texas as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Jul 8, 2026. That report lists 700 securities, not counting options, up from 678 in Q1 2026.
Its five largest reported positions, in order, are DIMENSIONAL ETF TRUST (DFSD), DIMENSIONAL ETF TRUST (DFCF), AMERICAN CENTY ETF TR (AVLV), VANGUARD INDEX FDS (VOO) and AMERICAN CENTY ETF TR (AVUV). The next five are DIMENSIONAL ETF TRUST (DUHP), AMERICAN CENTY ETF TR (AVLC), DIMENSIONAL ETF TRUST (DFUV), DIMENSIONAL ETF TRUST (DFIV) and AMERICAN CENTY ETF TR (AVEM).
Recent 13F filings by Beaird Harris Wealth Management, LLC
- Q2 2026: 13F-HR filed Jul 8, 2026, listing 700 securities.
- Q1 2026: 13F-HR filed May 14, 2026, listing 678 securities.
- Q4 2025: 13F-HR filed Feb 23, 2026, listing 706 securities.
- Q3 2025: 13F-HR filed Nov 13, 2025, listing 724 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 621 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 505 securities.