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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 12 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UPS UNITED PARCEL SVCS INC Industrials 645.0 $63K 0.00% $98.38 +3.6%
222 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 13,500.0 $63K 0.00% +6K +92.9% $4.68 -4.3%
223 NI NISOURCE INC Utilities 1,328.0 $62K 0.00% $46.66 +2.4%
224 QQQE DIREXION SHARES ETF TRUST 624.0 $61K 0.00% $98.53 +20.1%
225 GLDM WORLD GOLD TR Financial Services 662.0 $61K 0.00% $92.69 -3.8%
226 KMI KINDER MORGAN INC DEL Energy 1,825.0 $61K 0.00% $33.53 -2.0%
227 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 219.0 $60K 0.00% $274.92 -2.6%
228 PANW PALO ALTO NETWORKS INC Technology 372.0 $60K 0.00% $160.32 +60.1%
229 ES EVERSOURCE ENERGY Utilities 850.0 $59K 0.00% $69.28 +0.6%
230 IQDG WISDOMTREE TR 1,440.0 $58K 0.00% $40.14 +7.3%
231 MELI MERCADOLIBRE INC Consumer Cyclical 33.0 $57K 0.00% $1729.03 -4.7%
232 VGT VANGUARD WORLD FD 80.0 $56K 0.00% $697.73 -83.1%
233 SCHG SCHWAB STRATEGIC TR 1,912.0 $56K 0.00% $29.13 +18.7%
234 AMD ADVANCED MICRO DEVICES INC Technology 267.0 $54K 0.00% -500.0 -65.2% $203.07 +148.1%
235 QQQ INVESCO QQQ TR Financial Services 93.0 $54K 0.00% $575.32 +26.9%
236 EWX SPDR INDEX SHS FDS 801.0 $53K 0.00% $66.12 +15.0%
237 NRG NRG ENERGY INC Utilities 352.0 $51K 0.00% $146.14 -3.9%
238 DFIS DIMENSIONAL ETF TRUST 1,522.0 $51K 0.00% +170.0 +12.6% $33.67 +9.3%
239 KLAC KLA CORP Technology 34.0 $50K 0.00% $1472.41 +36.6%
240 LYG LLOYDS BANKING GROUP PLC Financial Services 9,886.0 $50K 0.00% +9K +1587.0% $5.03 +9.3%
Page 12 of 35  ·  686 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%