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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 3 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCMB SCHWAB STRATEGIC TR 166,612.0 $4.3M 0.27% -26K -13.4% $25.82 -2.0%
42 MUB ISHARES TR 39,886.0 $4.3M 0.27% -216.0 -0.5% $107.62 -1.9%
43 VANGUARD MUN BD FDS 55,414.0 $4.2M 0.27% +29K +111.2% $76.40
44 BSV VANGUARD BD INDEX FDS 51,956.0 $4.0M 0.25% -715.0 -1.4% $77.91 -0.4%
45 MSTR STRATEGY INC Technology 42,138.0 $3.7M 0.23% -3K -7.4% $86.93 +12.4%
46 AVRE AMERICAN CENTY ETF TR 68,393.0 $3.2M 0.20% -1K -1.5% $47.38 +1.7%
47 HOOD ROBINHOOD MKTS INC Financial Services 31,102.0 $3.1M 0.20% $100.28 -4.0%
48 VBR VANGUARD INDEX FDS 11,366.0 $2.8M 0.17% -933.0 -7.6% $243.00 +2.8%
49 OKE ONEOK INC NEW Energy 31,639.0 $2.8M 0.17% $86.94 +9.6%
50 VTV VANGUARD INDEX FDS 12,019.0 $2.6M 0.16% -100.0 -0.8% $217.94 +4.0%
51 SHW SHERWIN WILLIAMS CO Basic Materials 7,493.0 $2.6M 0.16% $344.31 +1.6%
52 VB VANGUARD INDEX FDS 8,032.0 $2.4M 0.15% $303.11 +1.6%
53 MSFT MICROSOFT CORP Technology 6,183.0 $2.3M 0.14% +230.0 +3.9% $373.00 +28.8%
54 DFAC DIMENSIONAL ETF TRUST 51,832.0 $2.3M 0.14% +2K +4.4% $44.36 +3.8%
55 VLUE ISHARES TR 11,332.0 $2.3M 0.14% -2K -12.0% $199.81 +2.1%
56 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 73,029.0 $2.2M 0.14% -20K -21.5% $30.17 +11.4%
57 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 28,633.0 $2.0M 0.13% +4K +18.1% $70.88 -0.8%
58 SUB ISHARES TR 17,770.0 $1.9M 0.12% -517.0 -2.8% $106.47 -0.2%
59 BND VANGUARD BD INDEX FDS 24,950.0 $1.8M 0.12% +4K +17.2% $73.41 -1.7%
60 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 87,133.0 $1.6M 0.10% -29K -24.7% $18.87 +13.9%
Page 3 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%