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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UAA UNDER ARMOUR INC Consumer Cyclical 200.0 $1K NEW $6.39 -17.6%
62 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6.0 $1K NEW $178.33 +18.1%
63 ITA ISHARES TR 4.0 $971.0 NEW $242.75 +3.5%
64 USAR USA RARE EARTH INC Basic Materials 35.0 $756.0 NEW $21.60 -14.6%
65 VLN VALENS SEMICONDUCTOR LTD Technology 315.0 $712.0 NEW $2.26 -21.0%
66 LWLG LIGHTWAVE LOGIC INC Basic Materials 65.0 $615.0 NEW $9.46 -28.9%
67 MRAM EVERSPIN TECHNOLOGIES INC Technology 20.0 $484.0 NEW $24.20 -27.5%
68 RCAT RED CAT HLDGS INC Technology 40.0 $426.0 NEW $10.65 -3.1%
69 CARNIVAL CORP LTD 12.0 $334.0 NEW $27.83
70 BHF BRIGHTHOUSE FINL INC Financial Services 3.0 $190.0 NEW $63.33 -14.3%
71 POWERBANK CORP 200.0 $138.0 NEW $0.69
72 BNDW VANGUARD SCOTTSDALE FDS 1.0 $48.0 NEW $48.00 +40.2%
73 VXUS VANGUARD STAR FDS $32.0 NEW
74 CEMTREX INC 7.0 $22.0 NEW $3.14
75 BNZI BANZAI INTERNATIONAL INC Technology 5.0 $16.0 NEW $3.20 -40.3%
76 KDP KEURIG DR PEPPER INC Consumer Defensive $13.0 NEW
77 DB DEUTSCHE BK AG Financial Services $11.0 NEW
78 YUMC YUM CHINA HLDGS INC Consumer Cyclical $11.0 NEW
79 RPRX ROYALTY PHARMA PLC Healthcare $9.0 NEW
80 AVUQ AMERICAN CENTY ETF TR $9.0 NEW
Page 4 of 5  ·  81 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%