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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 14 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SWK STANLEY BLACK & DECKER INC Industrials 508.0 $48K 0.00% $94.12 +4.5%
262 AMAT APPLIED MATLS INC Technology 65.0 $47K 0.00% +12.0 +22.6% $718.23 -28.4%
263 JGRO J P MORGAN EXCHANGE TRADED F 466.0 $46K 0.00% $98.59 -3.5%
264 DFIS DIMENSIONAL ETF TRUST 1,260.0 $44K 0.00% -262.0 -17.2% $35.03 +5.7%
265 BLCR BLACKROCK ETF TRUST 875.0 $44K 0.00% NEW $50.38 -1.1%
266 MLPA GLOBAL X FDS 821.0 $44K 0.00% $53.08 +7.1%
267 SO SOUTHERN CO Utilities 453.0 $43K 0.00% $95.71 -3.8%
268 BLACKROCK ETF TRUST 1,180.0 $43K 0.00% NEW $36.60
269 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,644.0 $43K 0.00% $25.95 +10.1%
270 IDU ISHARES TR 370.0 $42K 0.00% $114.61 -2.6%
271 PPG PPG INDS INC Basic Materials 349.0 $42K 0.00% NEW $121.29 -7.0%
272 MS MORGAN STANLEY Financial Services 202.0 $42K 0.00% $208.86 +4.2%
273 CMI CUMMINS INC Industrials 59.0 $42K 0.00% $713.22 -13.0%
274 YUM YUM BRANDS INC Consumer Cyclical 261.0 $42K 0.00% $160.01 -9.5%
275 BLACKROCK ETF TRUST 1,276.0 $41K 0.00% NEW $31.78
276 TSN TYSON FOODS INC Consumer Defensive 703.0 $40K 0.00% $57.25 +1.3%
277 CMCSA COMCAST CORP NEW Communication Services 1,628.0 $40K 0.00% +544.0 +50.2% $24.55 +6.7%
278 DFAI DIMENSIONAL ETF TRUST 962.0 $40K 0.00% NEW $41.27 +3.9%
279 HEFA ISHARES TR 837.0 $39K 0.00% $46.93 +0.6%
280 SLVR SPROTT FDS TR 780.0 $39K 0.00% $50.19 +13.7%
Page 14 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%