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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 17 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PWB INVESCO EXCHANGE TRADED FD T 147.0 $25K 0.00% $168.46 -7.4%
322 AFL AFLAC INC Financial Services 205.0 $24K 0.00% $117.25 -0.6%
323 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 1,842.0 $24K 0.00% $12.76 +32.7%
324 XLV SELECT SECTOR SPDR TR 148.0 $23K 0.00% $158.66 +10.7%
325 VIG VANGUARD SPECIALIZED FUNDS 99.0 $23K 0.00% -110.0 -52.6% $236.63 +3.5%
326 CTVA CORTEVA INC Basic Materials 275.0 $23K 0.00% $84.79 -7.3%
327 LUV SOUTHWEST AIRLS CO Industrials 449.0 $23K 0.00% $51.42 -19.4%
328 PFF ISHARES TR 745.0 $23K 0.00% $30.49 +0.3%
329 AG FIRST MAJESTIC SILVER CORP Basic Materials 1,327.0 $23K 0.00% $16.96 +23.0%
330 IWN ISHARES TR 100.0 $22K 0.00% $222.22 +1.5%
331 SCHB SCHWAB STRATEGIC TR 750.0 $22K 0.00% $28.96 +2.7%
332 LQD ISHARES TR 198.0 $22K 0.00% $109.07 -2.3%
333 SHOP SHOPIFY INC Technology 186.0 $21K 0.00% +152.0 +447.1% $114.39 +28.1%
334 ONEQ FIDELITY COMWLTH TR 200.0 $21K 0.00% NEW $103.22 +0.5%
335 LITE LUMENTUM HLDGS INC Technology 24.0 $21K 0.00% NEW $858.08 -3.6%
336 CALAMOS ETF TR 1,023.0 $20K 0.00% $19.77
337 HONEYWELL AEROSPACE INC 91.0 $20K 0.00% NEW $221.09
338 SCHO SCHWAB STRATEGIC TR 828.0 $20K 0.00% $24.14 -0.1%
339 BSOL BITWISE SOLANA STAKING ETF Financial Services 1,985.0 $20K 0.00% +340.0 +20.7% $10.01 +12.8%
340 IXUS ISHARES TR 208.0 $20K 0.00% $95.44 +1.8%
Page 17 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%