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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 35 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 VKTX VIKING THERAPEUTICS INC Healthcare 3.0 $108.0 $36.00 -7.6%
682 EQR EQUITY RESIDENTIAL Real Estate 2.0 $103.0 $51.50 +23.6%
683 ATKR ATKORE INC Industrials 1.0 $95.0 $95.00 -1.7%
684 VCX FUNDRISE INNOVATION FD LLC Financial Services 1.0 $87.0 $87.00 -54.5%
685 GMAB GENMAB A/S Healthcare 3.0 $78.0 $26.00 +26.1%
686 PDD PDD HOLDINGS INC Consumer Cyclical 1.0 $77.0 $77.00 +12.6%
687 SABR SABRE CORP Consumer Cyclical 35.0 $74.0 $2.11 +1.0%
688 IAGG ISHARES TR 1.0 $51.0 $51.00 -2.4%
689 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 3.0 $48.0 $16.00 -4.4%
690 BNDW VANGUARD SCOTTSDALE FDS 1.0 $48.0 NEW $48.00 +40.2%
691 TEAM ATLASSIAN CORPORATION Technology 1.0 $46.0 $46.00 +258.2%
692 VXUS VANGUARD STAR FDS $32.0 NEW
693 GAMESTOP CORP NEW 8.0 $23.0 $2.88
694 DNUT KRISPY KREME INC Consumer Defensive 6.0 $22.0 $3.67 -13.6%
695 CEMTREX INC 7.0 $22.0 NEW $3.14
696 KVUE KENVUE INC Consumer Defensive 1.0 $17.0 $17.00 +11.9%
697 BNZI BANZAI INTERNATIONAL INC Technology 5.0 $16.0 NEW $3.20 -40.3%
698 AAL AMERICAN AIRLINES GROUP INC Industrials 1.0 $14.0 $14.00 +1.4%
699 KDP KEURIG DR PEPPER INC Consumer Defensive $13.0 NEW
700 OPENDOOR TECHNOLOGIES INC 26.0 $13.0 $0.50
Page 35 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%