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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 12 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 18,500.0 $85K 0.01% +5K +37.0% $4.62 -27.3%
222 UNH UNITEDHEALTH GROUP INC Healthcare 204.0 $85K 0.01% +68.0 +50.0% $414.75 -5.0%
223 C CITIGROUP INC Financial Services 594.0 $83K 0.01% $139.96 -1.7%
224 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 667.0 $82K 0.01% $123.11 +26.9%
225 ETH GRAYSCALE ETHEREUM STAKING Financial Services 5,451.0 $82K 0.01% +929.0 +20.5% $15.03 +21.5%
226 QUS SPDR SERIES TRUST 418.0 $78K 0.01% $186.86 +4.0%
227 MO ALTRIA GROUP INC Consumer Defensive 1,067.0 $77K 0.01% $71.93 -9.4%
228 QQQE DIREXION SHARES ETF TRUST 624.0 $76K 0.01% $122.01 +0.5%
229 IJH ISHARES TR 987.0 $76K 0.01% $77.10 +0.2%
230 MRK MERCK & CO INC Healthcare 588.0 $76K 0.01% $128.41 +5.3%
231 EVRG EVERGY INC Utilities 872.0 $75K 0.01% $86.43 -3.5%
232 SCHW SCHWAB CHARLES CORP Financial Services 802.0 $74K 0.01% +399.0 +99.0% $92.32 +21.0%
233 DVN DEVON ENERGY CORP NEW Energy 1,777.0 $73K 0.01% +304.0 +20.6% $41.32 +15.8%
234 LMT LOCKHEED MARTIN CORP Industrials 143.0 $73K 0.01% +95.0 +197.9% $509.46 +19.2%
235 BA BOEING CO Industrials 328.0 $71K 0.00% -402.0 -55.1% $216.59 +3.0%
236 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 219.0 $70K 0.00% $318.05 -5.7%
237 AEP AMERICAN ELEC PWR CO INC Utilities 506.0 $69K 0.00% +247.0 +95.4% $136.81 -7.6%
238 STRATEGY INC 1,113.0 $65K 0.00% +25.0 +2.3% $58.82
239 SCHG SCHWAB STRATEGIC TR 1,912.0 $65K 0.00% $33.84 +4.2%
240 ABT ABBOTT LABORATORIES Healthcare 709.0 $64K 0.00% -5.0 -0.7% $90.74 +24.2%
Page 12 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%