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Portfolio (Quarterly) Guide ↗

Beaird Harris Wealth Management, LLC

· CIK 0001908938
13F Portfolio $1.5B AUM 688 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 57 Added 141 Reduced 54 Exited
Page 3 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCIT VANGUARD SCOTTSDALE FDS 17,245.0 $1.4M 0.10% -1K -5.6% $82.75 -0.3%
42 VGSH VANGUARD SCOTTSDALE FDS 21,632.0 $1.3M 0.09% -955.0 -4.2% $58.54 -0.5%
43 GOOGL ALPHABET INC Communication Services 4,337.0 $1.2M 0.09% -347.0 -7.4% $287.55 +34.6%
44 AMZN AMAZON COM INC Consumer Cyclical 5,844.0 $1.2M 0.08% -524.0 -8.2% $208.29 +26.4%
45 DLS WISDOMTREE TR 14,614.0 $1.2M 0.08% -1K -9.2% $81.50 +7.7%
46 VNQ VANGUARD INDEX FDS 13,258.0 $1.2M 0.08% -4K -21.9% $88.70 +9.5%
47 AGQ PROSHARES TR II Financial Services 9,656.0 $1.2M 0.08% -19K -66.5% $119.50 -3.1%
48 SCHF SCHWAB STRATEGIC TR 30,781.0 $762K 0.05% -2K -4.7% $24.75 +11.9%
49 EFA ISHARES TR 7,214.0 $701K 0.05% -230.0 -3.1% $97.13 +8.0%
50 IJS ISHARES TR 5,797.0 $687K 0.05% -71.0 -1.2% $118.45 +10.4%
51 TXN TEXAS INSTRS INC Technology 3,405.0 $661K 0.04% -3K -46.7% $194.16 +66.4%
52 BSVO EA SERIES TRUST 21,728.0 $551K 0.04% -19K -46.5% $25.37 +10.0%
53 WMT WALMART INC Consumer Defensive 4,339.0 $539K 0.04% -198.0 -4.4% $124.27 -4.7%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 3,595.0 $526K 0.04% -2K -37.1% $146.28 -6.3%
55 JNJ JOHNSON & JOHNSON Healthcare 2,104.0 $514K 0.04% -318.0 -13.1% $244.45 -5.6%
56 AVIG AMERICAN CENTY ETF TR 11,865.0 $493K 0.03% -243.0 -2.0% $41.54 -0.5%
57 VWO VANGUARD INTL EQUITY INDEX F 8,942.0 $483K 0.03% -5K -37.1% $54.05 +11.3%
58 LLY ELI LILLY & CO Healthcare 483.0 $445K 0.03% -14.0 -2.8% $920.55 +16.9%
59 CAT CATERPILLAR INC Industrials 555.0 $393K 0.03% -118.0 -17.5% $708.46 +27.8%
60 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,150.0 $389K 0.03% -623.0 -35.1% $337.96 +22.1%
Page 3 of 8  ·  141 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 50.3%
Technology 19.0%
Consumer Cyclical 13.0%
Energy 5.8%
Healthcare 2.9%
Basic Materials 2.3%
Communication Services 2.0%
Industrials 1.9%
Consumer Defensive 1.6%
Utilities 1.2%