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Portfolio (Quarterly) Guide ↗

Beaird Harris Wealth Management, LLC

· CIK 0001908938
13F Portfolio $1.6B AUM 709 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 81 New 109 Added 79 Reduced 53 Exited
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 4,422.0 $1.6M 0.10% +446.0 +11.2% $368.34 +8.5%
22 IWF ISHARES TR 12,915.0 $1.6M 0.10% +10K +278.4% $124.17 -0.8%
23 GOOGL ALPHABET INC Communication Services 4,462.0 $1.6M 0.10% +125.0 +2.9% $357.36 -4.0%
24 AMZN AMAZON COM INC Consumer Cyclical 6,088.0 $1.5M 0.09% +244.0 +4.2% $238.36 +9.3%
25 XOM EXXON MOBIL CORP Energy 9,083.0 $1.2M 0.08% +155.0 +1.7% $136.72 +20.4%
26 CVX CHEVRON CORPORATION Energy 5,699.0 $945K 0.06% +560.0 +10.9% $165.77 +23.2%
27 JPM JPMORGAN CHASE & CO Financial Services 2,687.0 $880K 0.06% +290.0 +12.1% $327.33 +10.1%
28 SCHF SCHWAB STRATEGIC TR 30,975.0 $858K 0.05% +194.0 +0.6% $27.70 +1.4%
29 METV LISTED FDS TR 1,293.0 $728K 0.05% +28.0 +2.2% $563.14 -96.6%
30 VBIL VANGUARD INSTL INDEX FD 9,240.0 $699K 0.04% +3K +54.8% $75.68 -0.1%
31 HD HOME DEPOT INC Consumer Cyclical 1,945.0 $686K 0.04% +31.0 +1.6% $352.74 -3.5%
32 VO VANGUARD INDEX FDS 7,535.0 $607K 0.04% +4K +111.8% $80.57 +3.6%
33 LLY ELI LILLY & CO Healthcare 493.0 $592K 0.04% +10.0 +2.1% $1200.43 +1.9%
34 VWO VANGUARD INTL EQUITY INDEX F 9,310.0 $556K 0.04% +368.0 +4.1% $59.69 -0.1%
35 VCSH VANGUARD SCOTTSDALE FDS 6,411.0 $507K 0.03% +3K +94.3% $79.03 -0.6%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 3,891.0 $454K 0.03% +296.0 +8.2% $116.67 +47.3%
37 EFV ISHARES TR 5,291.0 $405K 0.03% +401.0 +8.2% $76.55 +6.2%
38 DFAW DIMENSIONAL ETF TRUST 4,801.0 $397K 0.03% +208.0 +4.5% $82.78 +2.9%
39 F FORD MTR CO Consumer Cyclical 25,978.0 $361K 0.02% +4K +17.8% $13.90 -0.0%
40 T AT&T INC Communication Services 16,665.0 $345K 0.02% +1K +8.0% $20.70 +21.3%
Page 2 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.4%
Technology 20.4%
Consumer Cyclical 14.6%
Energy 5.4%
Healthcare 3.3%
Basic Materials 2.7%
Communication Services 2.2%
Industrials 2.1%
Consumer Defensive 1.6%
Utilities 1.2%