Holders — by stockHoldings — by fund
Beaird Harris Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1908938
$1.60B
disclosed book value
707
positions
9.6%
largest position share
Positions, as of 2026-06-30
top 100 of 707 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFSDDIMENSIONAL ETF TRUST | 3.2M | $152.8M | 9.6% |
| 2 | DFCFDIMENSIONAL ETF TRUST | 3.3M | $139.1M | 8.7% |
| 3 | AVLVAMERICAN CENTY ETF TR | 1.3M | $121.1M | 7.6% |
| 4 | VOOVANGUARD INDEX FDS | 156,202 | $107.3M | 6.7% |
| 5 | AVUVAMERICAN CENTY ETF TR | 749,891 | $93.6M | 5.9% |
| 6 | DUHPDIMENSIONAL ETF TRUST | 2.0M | $85.4M | 5.4% |
| 7 | AVLCAMERICAN CENTY ETF TR | 841,598 | $75.7M | 4.7% |
| 8 | DFUVDIMENSIONAL ETF TRUST | 1.2M | $65.6M | 4.1% |
| 9 | DFIVDIMENSIONAL ETF TRUST | 1.1M | $61.8M | 3.9% |
| 10 | AVEMAMERICAN CENTY ETF TR | 554,738 | $53.5M | 3.4% |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 743,059 | $52.9M | 3.3% |
| 12 | VTEBVANGUARD MUN BD FDS | 875,617 | $44.3M | 2.8% |
| 13 | AVDVAMERICAN CENTY ETF TR | 427,007 | $44.0M | 2.8% |
| 14 | DFASDIMENSIONAL ETF TRUST | 505,291 | $41.6M | 2.6% |
| 15 | DFGPDIMENSIONAL ETF TRUST | 743,391 | $40.5M | 2.5% |
| 16 | DFNMDIMENSIONAL ETF TRUST | 796,384 | $38.5M | 2.4% |
| 17 | DFATDIMENSIONAL ETF TRUST | 472,417 | $33.0M | 2.1% |
| 18 | BITBBITWISE BITCOIN ETF TR | 937,917 | $29.9M | 1.9% |
| 19 | VANGUARD MALVERN FDS | 203,992 | $15.6M | 1% |
| 20 | VTIVANGUARD INDEX FDS | 40,744 | $15.1M | 0.9% |
| 21 | IVVISHARES TR | 19,799 | $14.8M | 0.9% |
| 22 | VTIPVANGUARD MALVERN FDS | 266,385 | $13.4M | 0.8% |
| 23 | TSLATESLA INC | 26,522 | $11.2M | 0.7% |
| 24 | VEUVANGUARD INTL EQUITY INDEX F | 125,282 | $10.5M | 0.7% |
| 25 | DFAEDIMENSIONAL ETF TRUST | 257,794 | $10.4M | 0.6% |
| 26 | VSSVANGUARD INTL EQUITY INDEX F | 66,466 | $10.3M | 0.6% |
| 27 | VTESVANGUARD WELLINGTON FD | 94,970 | $9.6M | 0.6% |
| 28 | AVIVAMERICAN CENTY ETF TR | 114,886 | $8.9M | 0.6% |
| 29 | AVSCAMERICAN CENTY ETF TR | 113,871 | $8.4M | 0.5% |
| 30 | AMERICAN CENTY ETF TR | 170,145 | $7.9M | 0.5% |
| 31 | AAPLAPPLE INC | 26,213 | $7.6M | 0.5% |
| 32 | VANGUARD MALVERN FDS | 90,080 | $7.0M | 0.4% |
| 33 | DFARDIMENSIONAL ETF TRUST | 258,386 | $6.8M | 0.4% |
| 34 | SCHCSCHWAB STRATEGIC TR | 133,480 | $6.4M | 0.4% |
| 35 | VANGUARD MUN BD FDS | 74,692 | $5.7M | 0.4% |
| 36 | ISHARES TR | 127,193 | $5.5M | 0.3% |
| 37 | SPYSTATE STR SPDR S&P 500 ETF T | 7,276 | $5.4M | 0.3% |
| 38 | NVDANVIDIA CORPORATION | 25,651 | $5.1M | 0.3% |
| 39 | DFUSDIMENSIONAL ETF TRUST | 59,539 | $4.9M | 0.3% |
| 40 | FBTCFIDELITY WISE ORIGIN BITCOIN | 90,014 | $4.6M | 0.3% |
| 41 | SCMBSCHWAB STRATEGIC TR | 166,612 | $4.3M | 0.3% |
| 42 | MUBISHARES TR | 39,886 | $4.3M | 0.3% |
| 43 | VANGUARD MUN BD FDS | 55,414 | $4.2M | 0.3% |
| 44 | BSVVANGUARD BD INDEX FDS | 51,956 | $4.0M | 0.3% |
| 45 | MSTRSTRATEGY INC | 42,138 | $3.7M | 0.2% |
| 46 | AVREAMERICAN CENTY ETF TR | 68,393 | $3.2M | 0.2% |
| 47 | HOODROBINHOOD MKTS INC | 31,102 | $3.1M | 0.2% |
| 48 | VBRVANGUARD INDEX FDS | 11,366 | $2.8M | 0.2% |
| 49 | OKEONEOK INC NEW | 31,639 | $2.8M | 0.2% |
| 50 | VTVVANGUARD INDEX FDS | 12,019 | $2.6M | 0.2% |
| 51 | SHWSHERWIN WILLIAMS CO | 7,493 | $2.6M | 0.2% |
| 52 | VBVANGUARD INDEX FDS | 8,032 | $2.4M | 0.2% |
| 53 | MSFTMICROSOFT CORP | 6,183 | $2.3M | 0.1% |
| 54 | DFACDIMENSIONAL ETF TRUST | 51,832 | $2.3M | 0.1% |
| 55 | VLUEISHARES TR | 11,332 | $2.3M | 0.1% |
| 56 | PHYSSPROTT ASSET MANAGEMENT LP | 73,029 | $2.2M | 0.1% |
| 57 | BFAMBRIGHT HORIZONS FAM SOL IN D | 28,633 | $2.0M | 0.1% |
| 58 | SUBISHARES TR | 17,770 | $1.9M | 0.1% |
| 59 | BNDVANGUARD BD INDEX FDS | 24,950 | $1.8M | 0.1% |
| 60 | PSLVSPROTT ASSET MANAGEMENT LP | 87,133 | $1.6M | 0.1% |
| 61 | GLDSPDR GOLD TR | 4,422 | $1.6M | 0.1% |
| 62 | IWFISHARES TR | 12,915 | $1.6M | 0.1% |
| 63 | GOOGLALPHABET INC | 4,462 | $1.6M | 0.1% |
| 64 | BIVVANGUARD BD INDEX FDS | 20,269 | $1.6M | 0.1% |
| 65 | AMZNAMAZON COM INC | 6,088 | $1.5M | 0.1% |
| 66 | VCITVANGUARD SCOTTSDALE FDS | 16,523 | $1.4M | 0.1% |
| 67 | FLOTISHARES TR | 26,103 | $1.3M | 0.1% |
| 68 | EXMOCEXXON MOBIL CORP | 9,083 | $1.2M | 0.1% |
| 69 | VGSHVANGUARD SCOTTSDALE FDS | 21,322 | $1.2M | 0.1% |
| 70 | WISDOMTREE TR | 14,454 | $1.2M | 0.1% |
| 71 | VNQVANGUARD INDEX FDS | 12,250 | $1.2M | 0.1% |
| 72 | VOOVVANGUARD ADMIRAL FDS INC | 4,733 | $1.0M | 0.1% |
| 73 | TXNTEXAS INSTRS INC | 3,179 | $947,508 | 0.1% |
| 74 | CVXCHEVRON CORPORATION | 5,699 | $944,738 | 0.1% |
| 75 | JPMJPMORGAN CHASE & CO | 2,687 | $879,536 | 0.1% |
| 76 | SCHFSCHWAB STRATEGIC TR | 30,975 | $858,008 | 0.1% |
| 77 | SCHXSCHWAB STRATEGIC TR | 28,057 | $825,731 | 0.1% |
| 78 | IJSISHARES TR | 5,588 | $763,753 | 0% |
| 79 | ABBVABBVIE INC | 3,016 | $758,962 | 0% |
| 80 | EFAISHARES TR | 7,166 | $744,393 | 0% |
| 81 | LISTED FDS TR | 1,293 | $728,143 | 0% |
| 82 | VBILVANGUARD INSTL INDEX FD | 9,240 | $699,257 | 0% |
| 83 | HDHOME DEPOT INC | 1,945 | $686,077 | 0% |
| 84 | VOEVANGUARD INDEX FDS | 3,235 | $639,213 | 0% |
| 85 | BSVOEA SERIES TRUST | 21,728 | $634,234 | 0% |
| 86 | IYWISHARES TR | 2,505 | $631,837 | 0% |
| 87 | VOVANGUARD INDEX FDS | 7,535 | $607,123 | 0% |
| 88 | LLYELI LILLY & CO | 493 | $591,811 | 0% |
| 89 | CATCATERPILLAR INC | 555 | $591,020 | 0% |
| 90 | VWOVANGUARD INTL EQUITY INDEX F | 9,310 | $555,698 | 0% |
| 91 | JNJJOHNSON & JOHNSON | 2,106 | $534,814 | 0% |
| 92 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,116 | $532,978 | 0% |
| 93 | VUSBVANGUARD BD INDEX FDS | 10,191 | $507,308 | 0% |
| 94 | VCSHVANGUARD SCOTTSDALE FDS | 6,411 | $506,680 | 0% |
| 95 | VANGUARD ADMIRAL FDS INC | 3,212 | $492,848 | 0% |
| 96 | AVIGAMERICAN CENTY ETF TR | 11,865 | $491,330 | 0% |
| 97 | IWCISHARES TR | 2,428 | $485,618 | 0% |
| 98 | IGSBISHARES TR | 9,248 | $484,691 | 0% |
| 99 | VIOVVANGUARD ADMIRAL FDS INC | 4,122 | $483,672 | 0% |
| 100 | SCZISHARES TR | 5,861 | $482,169 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.