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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 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 460.0 $339K 0.02% +367.0 +394.6% $736.13 -2.5%
42 VUG VANGUARD INDEX FDS 3,900.0 $336K 0.02% +3K +500.0% $86.14 +2.1%
43 DISV DIMENSIONAL ETF TRUST 7,990.0 $321K 0.02% +4K +119.8% $40.13 +9.3%
44 IVW ISHARES TR 1,982.0 $273K 0.02% +868.0 +77.9% $137.55 +1.6%
45 AVGE AMERICAN CENTY ETF TR 2,604.0 $258K 0.02% +306.0 +13.3% $99.11 +2.3%
46 IAU ISHARES GOLD TR Financial Services 3,347.0 $253K 0.02% +83.0 +2.5% $75.51 +8.5%
47 MLM MARTIN MARIETTA MATLS INC Basic Materials 430.0 $248K 0.02% +427.0 +10000.0% $576.70 -9.4%
48 MTUM ISHARES TR 660.0 $226K 0.01% +135.0 +25.7% $343.01 -9.3%
49 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 301.0 $212K 0.01% +20.0 +7.1% $703.34 +0.6%
50 LOW LOWES COS INC Consumer Cyclical 829.0 $183K 0.01% +93.0 +12.6% $220.49 -0.9%
51 BLK BLACKROCK INC Financial Services 189.0 $182K 0.01% +65.0 +52.4% $961.56 +20.1%
52 BAC BANK OF AMER CORP Financial Services 3,082.0 $176K 0.01% +819.0 +36.2% $56.98 +12.0%
53 CANADIAN PACIFIC KANSAS CITY 1,972.0 $171K 0.01% +851.0 +75.9% $86.66
54 AMD ADVANCED MICRO DEVICES INC Technology 292.0 $169K 0.01% +25.0 +9.4% $579.98 -17.2%
55 DUK DUKE ENERGY CORP NEW Utilities 1,302.0 $165K 0.01% +612.0 +88.7% $126.58 -1.5%
56 PEP PEPSICO INC Consumer Defensive 1,178.0 $160K 0.01% +332.0 +39.2% $135.43 +3.5%
57 ETN EATON CORP PLC Industrials 374.0 $159K 0.01% +91.0 +32.2% $426.12 +1.0%
58 PSX PHILLIPS 66 Energy 939.0 $159K 0.01% +200.0 +27.1% $169.12 +42.4%
59 VZ VERIZON COMMUNICATIONS INC Communication Services 3,674.0 $156K 0.01% +167.0 +4.8% $42.34 +15.1%
60 IEMG ISHARES INC 1,871.0 $155K 0.01% +699.0 +59.6% $82.86 -3.7%
Page 3 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%