Beaird Harris Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Beaird Harris Wealth Management, Llc disclosed 660 stock positions valued at approximately $1.60B as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 660
- Portfolio Value
- $1.60B
Holdings by Sector
Beaird Harris Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFSD | Other | 9.57% | 3,199,436 | +89,730 | +2.89% | $152,773,074 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 8.72% | 3,296,316 | +66,922 | +2.07% | $139,137,509 |
| AMERICAN CENTY ETF TR | AVLV | Other | 7.58% | 1,327,308 | -15,170 | -1.13% | $121,063,735 |
| VANGUARD INDEX FDS | VOO | Other | 6.72% | 156,202 | +1,941 | +1.26% | $107,281,186 |
| AMERICAN CENTY ETF TR | AVUV | Other | 5.86% | 749,891 | +1,854 | +0.25% | $93,556,348 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 5.35% | 2,047,480 | -91,847 | -4.29% | $85,441,355 |
| AMERICAN CENTY ETF TR | AVLC | Other | 4.74% | 841,598 | +96,843 | +13.00% | $75,710,151 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 4.11% | 1,193,244 | -31,556 | -2.58% | $65,640,353 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.87% | 1,144,454 | -4,623 | -0.40% | $61,823,428 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.35% | 554,738 | -18,028 | -3.15% | $53,526,640 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.32% | 743,059 | +1,057 | +0.14% | $52,942,937 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.77% | 875,617 | -18,582 | -2.08% | $44,288,711 |
| AMERICAN CENTY ETF TR | AVDV | Other | 2.76% | 427,007 | +278 | +0.07% | $44,003,122 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.61% | 505,291 | -24,207 | -4.57% | $41,605,636 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 2.54% | 743,391 | +110,692 | +17.50% | $40,485,062 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 2.41% | 796,384 | +681 | +0.09% | $38,493,235 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.07% | 472,417 | -12,459 | -2.57% | $33,021,948 |
| BITWISE BITCOIN ETF TR | BITB | Other | 1.87% | 937,917 | +3,670 | +0.39% | $29,882,042 |
| VANGUARD INDEX FDS | VTI | Other | 0.94% | 40,744 | +906 | +2.27% | $15,076,979 |
| ISHARES TR | IVV | Other | 0.93% | 19,799 | +288 | +1.48% | $14,827,498 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.84% | 266,385 | -38,253 | -12.56% | $13,380,497 |
| TESLA INC | TSLA | Consumer Cyclical | 0.70% | 26,522 | -109 | -0.41% | $11,155,282 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.66% | 125,282 | -1,846 | -1.45% | $10,492,368 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.65% | 257,794 | -9,545 | -3.57% | $10,365,897 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.64% | 66,466 | -1,344 | -1.98% | $10,255,059 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.60% | 94,970 | -3,934 | -3.98% | $9,621,411 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.56% | 114,886 | -468 | -0.41% | $8,894,475 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.52% | 113,871 | -1,873 | -1.62% | $8,351,300 |
| AMERICAN CENTY ETF TR | AVMU | Other | 0.50% | 170,145 | -14,042 | -7.62% | $7,926,205 |
| APPLE INC | AAPL | Technology | 0.48% | 26,213 | +314 | +1.21% | $7,585,126 |
Showing 30 of 660 holdings in the latest reporting period.