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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 10 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IMTM ISHARES TR 2,516.0 $134K 0.01% $53.33 +0.5%
182 PFE PFIZER INC Healthcare 5,560.0 $134K 0.01% +2K +42.7% $24.08 +13.2%
183 NEE NEXTERA ENERGY INC Utilities 1,494.0 $131K 0.01% +22.0 +1.5% $87.78 -1.8%
184 PG PROCTER & GAMBLE CO Consumer Defensive 894.0 $131K 0.01% -127.0 -12.4% $146.61 -2.1%
185 PANW PALO ALTO NETWORKS INC Technology 372.0 $127K 0.01% $341.02 +9.7%
186 OGE OGE ENERGY CORP Utilities 2,605.0 $127K 0.01% $48.66 -3.3%
187 SBUX STARBUCKS CORP Consumer Cyclical 1,230.0 $126K 0.01% +22.0 +1.8% $102.17 +3.8%
188 OVL LISTED FDS TR 2,219.0 $126K 0.01% $56.61 +2.0%
189 CSX CSX CORP Industrials 2,617.0 $124K 0.01% $47.53 +5.7%
190 VGT VANGUARD WORLD FD 1,040.0 $124K 0.01% +960.0 +1200.0% $119.52 +0.2%
191 AVDE AMERICAN CENTY ETF TR 1,363.0 $122K 0.01% NEW $89.20 +4.5%
192 SPACE EXPLORATION TECHN CORP 705.0 $120K 0.01% NEW $170.86
193 QUAL ISHARES TR 548.0 $120K 0.01% +7.0 +1.3% $219.45 +2.1%
194 V VISA INC Financial Services 348.0 $119K 0.01% +108.0 +45.0% $343.09 +6.2%
195 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,489.0 $116K 0.01% -650.0 -15.7% $33.29 +9.9%
196 XRP BITWISE XRP ETF Financial Services 9,868.0 $115K 0.01% +1K +14.4% $11.66 -4.0%
197 USB US BANCORP Financial Services 1,903.0 $115K 0.01% +582.0 +44.1% $60.40 +7.3%
198 GEV GE VERNOVA INC Utilities 96.0 $113K 0.01% $1180.25 -14.9%
199 MCD MCDONALDS CORP Consumer Cyclical 417.0 $113K 0.01% $270.48 -1.3%
200 DYNF BLACKROCK ETF TRUST 1,655.0 $113K 0.01% NEW $68.00 +2.4%
Page 10 of 36  ·  707 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%