Beaird Harris Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in ETF Holdings
A detailed look at the significant stock purchases and sales observed by Beaird Harris Wealth Management during the second quarter of 2026.
Beaird Harris Wealth Management, Llc's portfolio activity for Q2 2026 has been characterized by strategic adjustments in its holdings. The firm manages a substantial portfolio valued at $1.56 billion as of June 30th.
The analysis reveals several key trends:
- Purchasing activity: Beaird Harris appears to have increased its stake in AVLC, which saw an approximate 13% rise in shares during the quarter. The firm also boosted positions in Dimensional ETFs like DFSD (2.89%) and DFCF (2.07%), suggesting a continued focus on diversified exchange-traded funds.
- Selling activity: There was notable selling pressure, particularly evident in the reduction of shares for DUHP (-4.29%) and several Dimensional ETFs like DFAR (-38.11%) and DFGP (-17.5%). The complete exit from WWR represents a significant sector shift.
- Position changes: Holdings such as AVUV, VOO, and others experienced smaller but still observable share movements during the quarter.
The firm's actions resulted in several holdings exiting the top 5% allocation category. Specifically, DFAR, DFGP, DUHP, and WWR are no longer among Beaird Harris' largest positions following this period.
Conversely, new or significantly increased positions were detected for AVLC, which climbed into the portfolio's top holdings list despite its allocation being less than 10%. The Dimensional ETFs DFSD and DFCF also saw their allocations increase slightly during Q2.
The overall portfolio structure shifted notably this quarter. While most changes occurred within the Dimensional ETF complex or involved smaller, tactical positions like AVLC, there was a clear reduction in exposure for certain Dimensional funds (DFAR, DFGP) and the complete removal of WWR from the active holdings list.
These observed transactions provide insight into Beaird Harris' investment strategy during Q2 2026. For more detailed information on their portfolio composition or to view specific filings for this period, please refer to Beaird Harris Wealth Management and explore holdings like AVLC (AVLC) or Dimensional ETFs (DFSD, DFCF).