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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 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNH UNITEDHEALTH GROUP INC Healthcare 204.0 $85K 0.01% +68.0 +50.0% $414.75 -4.6%
82 ETH GRAYSCALE ETHEREUM STAKING Financial Services 5,451.0 $82K 0.01% +929.0 +20.5% $15.03 +21.5%
83 SCHW SCHWAB CHARLES CORP Financial Services 802.0 $74K 0.01% +399.0 +99.0% $92.32 +21.1%
84 DVN DEVON ENERGY CORP NEW Energy 1,777.0 $73K 0.01% +304.0 +20.6% $41.32 +16.1%
85 LMT LOCKHEED MARTIN CORP Industrials 143.0 $73K 0.01% +95.0 +197.9% $509.46 +19.9%
86 AEP AMERICAN ELEC PWR CO INC Utilities 506.0 $69K 0.00% +247.0 +95.4% $136.81 -7.2%
87 STRATEGY INC 1,113.0 $65K 0.00% +25.0 +2.3% $58.82
88 WMB WILLIAMS COS INC Energy 858.0 $64K 0.00% +403.0 +88.6% $74.34 +1.4%
89 NOBL PROSHARES TR 854.0 $48K 0.00% +427.0 +100.0% $56.19 +3.9%
90 AMAT APPLIED MATLS INC Technology 65.0 $47K 0.00% +12.0 +22.6% $718.23 -29.7%
91 CMCSA COMCAST CORP NEW Communication Services 1,628.0 $40K 0.00% +544.0 +50.2% $24.55 +6.4%
92 INTC INTEL CORP Technology 230.0 $32K 0.00% +223.0 +3185.7% $139.72 -31.3%
93 NVTS NAVITAS SEMICONDUCTOR CORP Technology 1,739.0 $31K 0.00% +1K +247.8% $17.92 -26.9%
94 CVS CVS HEALTH CORP Healthcare 292.0 $30K 0.00% +195.0 +201.0% $103.58 -8.6%
95 SHOP SHOPIFY INC Technology 186.0 $21K 0.00% +152.0 +447.1% $114.39 +28.5%
96 BSOL BITWISE SOLANA STAKING ETF Financial Services 1,985.0 $20K 0.00% +340.0 +20.7% $10.01 +5.3%
97 VOOG VANGUARD ADMIRAL FDS INC 222.0 $18K 0.00% +185.0 +500.0% $82.62 +1.6%
98 CRS CARPENTER TECHNOLOGY CORP Industrials 29.0 $18K 0.00% +25.0 +625.0% $609.83 -14.3%
99 CROX CROCS INC Consumer Cyclical 104.0 $13K 0.00% +102.0 +5100.0% $120.64 +8.4%
100 OUSTER INC 190.0 $12K 0.00% +50.0 +35.7% $62.52
Page 5 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%