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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 18 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,129.0 $20K 0.00% $17.34 -7.7%
342 GE GE AEROSPACE Industrials 50.0 $19K 0.00% $373.74 -7.8%
343 IJK ISHARES TR 159.0 $19K 0.00% $117.50 -2.1%
344 AEM AGNICO EAGLE MINES LTD Basic Materials 120.0 $19K 0.00% $154.88 +36.9%
345 LEIDOS HOLDINGS INC 180.0 $19K 0.00% $102.97
346 VOOG VANGUARD ADMIRAL FDS INC 222.0 $18K 0.00% +185.0 +500.0% $82.62 +0.7%
347 USIG ISHARES TR 352.0 $18K 0.00% NEW $51.29 -2.0%
348 CRS CARPENTER TECHNOLOGY CORP Industrials 29.0 $18K 0.00% +25.0 +625.0% $609.83 -19.8%
349 SMTC SEMTECH CORP Technology 109.0 $18K 0.00% NEW $161.85 -22.8%
350 VYMI VANGUARD WHITEHALL FDS 177.0 $17K 0.00% $98.20 +6.1%
351 CGIE CAPITAL GROUP INTERNATIONAL 457.0 $17K 0.00% $36.78 +2.7%
352 HAS HASBRO INC Consumer Cyclical 200.0 $17K 0.00% $82.59 +13.3%
353 VRTX VERTEX PHARMACEUTICALS INC Healthcare 33.0 $16K 0.00% $496.76 +8.8%
354 SCHD SCHWAB STRATEGIC TR 512.0 $16K 0.00% -6.0 -1.2% $31.71 +9.8%
355 IWP ISHARES TR 110.0 $16K 0.00% -88.0 -44.4% $146.42 -2.8%
356 IUSG ISHARES TR 84.0 $16K 0.00% NEW $188.10 +0.6%
357 EEM ISHARES TR 229.0 $16K 0.00% $68.41 -2.6%
358 DTE DTE ENERGY CO Utilities 100.0 $15K 0.00% $152.37 -9.3%
359 CGNX COGNEX CORP Technology 209.0 $15K 0.00% NEW $72.42 -17.5%
360 VBK VANGUARD INDEX FDS 41.0 $15K 0.00% $365.71 -2.6%
Page 18 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%