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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 20 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TEM TEMPUS AI INC Healthcare 195.0 $11K 0.00% $57.93 +5.7%
382 ANNALY CAPITAL MANAGEMENT IN 500.0 $11K 0.00% $22.36
383 JBL JABIL INC Technology 29.0 $11K 0.00% $385.48 -16.3%
384 FDVV FIDELITY COVINGTON TRUST 184.0 $11K 0.00% $60.23 +5.6%
385 IGIB ISHARES TR 208.0 $11K 0.00% $53.17 -1.5%
386 KIM KIMCO REALTY CORP Real Estate 432.0 $11K 0.00% $25.35 -4.1%
387 ASST STRIVE INC Communication Services 985.0 $11K 0.00% NEW $10.91 +35.0%
388 WBD WARNER BROS DISCOVERY INC Communication Services 400.0 $11K 0.00% +375.0 +1500.0% $26.67 +7.0%
389 DHI D R HORTON INC Consumer Cyclical 64.0 $10K 0.00% $162.89 -6.8%
390 WWR WESTWATER RES INC Basic Materials 20,417.0 $10K 0.00% NEW $0.51 +12.9%
391 URI UNITED RENTALS INC Industrials 9.0 $10K 0.00% $1133.00 -1.4%
392 MDLZ MONDELEZ INTL INC Consumer Defensive 176.0 $10K 0.00% $57.83 +10.9%
393 FIG FIGMA INC Technology 560.0 $10K 0.00% NEW $18.09 +48.1%
394 FRT FEDERAL RLTY INVT TR NEW Real Estate 82.0 $10K 0.00% NEW $123.45 -4.8%
395 EOT EATON VANCE NATL MUN OPPORT Financial Services 556.0 $10K 0.00% NEW $17.62 -1.8%
396 AJG GALLAGHER ARTHUR J & CO Financial Services 42.0 $10K 0.00% $229.57 +12.1%
397 ETHW BITWISE ETHEREUM ETF Financial Services 854.0 $10K 0.00% -213.0 -20.0% $11.28 +33.3%
398 VVR INVESCO SR INCOME TR Financial Services 3,200.0 $10K 0.00% $3.00 -2.0%
399 ORC ORCHID IS CAP INC Real Estate 1,354.0 $9K 0.00% NEW $6.97 -2.8%
400 EWBC EAST WEST BANCORP INC Financial Services 73.0 $9K 0.00% NEW $129.10 +1.0%
Page 20 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%