Beaird Harris Wealth Management, Llc Portfolio Stock Holdings
Beaird Harris Wealth Management, Llc disclosed 707 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 707
- Portfolio Value
- $1.6B
Holdings by Sector
Beaird Harris Wealth Management, Llc Portfolio Holdings in Q2 2026
660 holdings in the latest reporting period.
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| 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 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.42% | 258,386 | -159,125 | -38.11% | $6,759,372 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.40% | 133,480 | -671 | -0.50% | $6,423,058 |
| ISHARES TR | ISCF | Other | 0.34% | 127,193 | -1,732 | -1.34% | $5,506,185 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.34% | 7,276 | +187 | +2.64% | $5,433,317 |
| NVIDIA CORPORATION | NVDA | Technology | 0.32% | 25,651 | +890 | +3.59% | $5,132,439 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.31% | 59,539 | +5,580 | +10.34% | $4,878,626 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.29% | 90,014 | +23,763 | +35.87% | $4,595,225 |
| SCHWAB STRATEGIC TR | SCMB | Other | 0.27% | 166,612 | -25,850 | -13.43% | $4,301,922 |
| ISHARES TR | MUB | Other | 0.27% | 39,886 | -216 | -0.54% | $4,292,556 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.25% | 51,956 | -715 | -1.36% | $4,047,866 |
| STRATEGY INC | MSTR | Technology | 0.23% | 42,138 | -3,347 | -7.36% | $3,663,088 |
| AMERICAN CENTY ETF TR | AVRE | Other | 0.20% | 68,393 | -1,056 | -1.52% | $3,240,461 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.20% | 31,102 | - | - | $3,118,942 |
| VANGUARD INDEX FDS | VBR | Other | 0.17% | 11,366 | -933 | -7.59% | $2,761,905 |
| ONEOK INC NEW | OKE | Energy | 0.17% | 31,639 | +3 | +0.01% | $2,750,719 |
| VANGUARD INDEX FDS | VTV | Other | 0.16% | 12,019 | -100 | -0.83% | $2,619,398 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.16% | 7,493 | - | - | $2,579,950 |
| VANGUARD INDEX FDS | VB | Other | 0.15% | 8,032 | +10 | +0.12% | $2,434,543 |
| MICROSOFT CORP | MSFT | Technology | 0.14% | 6,183 | +230 | +3.86% | $2,306,245 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.14% | 51,832 | +2,170 | +4.37% | $2,299,269 |
| ISHARES TR | VLUE | Other | 0.14% | 11,332 | -1,548 | -12.02% | $2,264,267 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.14% | 73,029 | -20,004 | -21.50% | $2,203,295 |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | Consumer Cyclical | 0.13% | 28,633 | +4,398 | +18.15% | $2,029,508 |
| ISHARES TR | SUB | Other | 0.12% | 17,770 | -517 | -2.83% | $1,891,972 |
| VANGUARD BD INDEX FDS | BND | Other | 0.11% | 24,950 | +3,656 | +17.17% | $1,831,546 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.10% | 87,133 | -28,605 | -24.72% | $1,644,193 |
| SPDR GOLD TR | GLD | Other | 0.10% | 4,422 | +446 | +11.22% | $1,628,802 |
| ISHARES TR | IWF | Other | 0.10% | 12,915 | +9,502 | +278.41% | $1,603,688 |
| ALPHABET INC | GOOGL | Communication Services | 0.10% | 4,462 | +125 | +2.88% | $1,594,531 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.10% | 20,269 | -15 | -0.07% | $1,554,633 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.09% | 6,088 | +244 | +4.18% | $1,451,126 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.09% | 16,523 | -722 | -4.19% | $1,365,626 |
| ISHARES TR | FLOT | Other | 0.08% | 26,103 | -9,822 | -27.34% | $1,332,566 |
| EXXON MOBIL CORP | XOM | Energy | 0.08% | 9,083 | +155 | +1.74% | $1,241,864 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.08% | 21,322 | -310 | -1.43% | $1,240,941 |
| WISDOMTREE TR | DLS | Other | 0.08% | 14,454 | -160 | -1.09% | $1,211,105 |
| VANGUARD INDEX FDS | VNQ | Other | 0.07% | 12,250 | -1,008 | -7.60% | $1,181,255 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.06% | 4,733 | -710 | -13.04% | $1,037,431 |
| TEXAS INSTRS INC | TXN | Technology | 0.06% | 3,179 | -226 | -6.64% | $947,508 |
| CHEVRON CORPORATION | CVX | Energy | 0.06% | 5,699 | +560 | +10.90% | $944,738 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 2,687 | +290 | +12.10% | $879,536 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.05% | 30,975 | +194 | +0.63% | $858,008 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.05% | 28,057 | +64 | +0.23% | $825,731 |
| ISHARES TR | IJS | Other | 0.05% | 5,588 | -209 | -3.61% | $763,753 |
| ABBVIE INC | ABBV | Healthcare | 0.05% | 3,016 | +4 | +0.13% | $758,962 |
| ISHARES TR | EFA | Other | 0.05% | 7,166 | -48 | -0.67% | $744,393 |
| LISTED FDS TR | METV | Other | 0.05% | 1,293 | +28 | +2.21% | $728,143 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.04% | 1,945 | +31 | +1.62% | $686,077 |
| VANGUARD INDEX FDS | VOE | Other | 0.04% | 3,235 | -246 | -7.07% | $639,213 |
| EA SERIES TRUST | BSVO | Other | 0.04% | 21,728 | - | - | $634,234 |
| ISHARES TR | IYW | Other | 0.04% | 2,505 | - | - | $631,837 |
| VANGUARD INDEX FDS | VO | Other | 0.04% | 7,535 | +3,977 | +111.78% | $607,123 |
| ELI LILLY & CO | LLY | Healthcare | 0.04% | 493 | +10 | +2.07% | $591,811 |
| CATERPILLAR INC | CAT | Industrials | 0.04% | 555 | - | - | $591,020 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.03% | 9,310 | +368 | +4.12% | $555,698 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.03% | 2,106 | +2 | +0.10% | $534,814 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.03% | 1,116 | -34 | -2.96% | $532,978 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.03% | 10,191 | - | - | $507,308 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.03% | 6,411 | +3,112 | +94.33% | $506,680 |
| VANGUARD ADMIRAL FDS INC | VIOG | Other | 0.03% | 3,212 | +4 | +0.12% | $492,848 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.03% | 11,865 | - | - | $491,330 |
| ISHARES TR | IWC | Other | 0.03% | 2,428 | - | - | $485,618 |
| ISHARES TR | IGSB | Other | 0.03% | 9,248 | +8 | +0.09% | $484,691 |
| VANGUARD ADMIRAL FDS INC | VIOV | Other | 0.03% | 4,122 | +16 | +0.39% | $483,672 |
| ISHARES TR | SCZ | Other | 0.03% | 5,861 | -456 | -7.22% | $482,169 |
| ATMOS ENERGY CORP | ATO | Utilities | 0.03% | 2,783 | - | - | $479,438 |
| WALMART INC | WMT | Consumer Defensive | 0.03% | 4,028 | -311 | -7.17% | $456,177 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.03% | 3,891 | +296 | +8.23% | $453,963 |
| CHENIERE ENERGY INC | LNG | Energy | 0.03% | 1,737 | - | - | $415,249 |
| CORNING INC | GLW | Technology | 0.03% | 1,589 | - | - | $405,826 |