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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 6 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ATO ATMOS ENERGY CORP Utilities 2,783.0 $479K 0.03% $172.27 -0.5%
102 WMT WALMART INC Consumer Defensive 4,028.0 $456K 0.03% -311.0 -7.2% $113.25 +1.4%
103 PLTR PALANTIR TECHNOLOGIES INC Technology 3,891.0 $454K 0.03% +296.0 +8.2% $116.67 +48.3%
104 LNG CHENIERE ENERGY INC Energy 1,737.0 $415K 0.03% $239.06 +14.4%
105 GLW CORNING INC Technology 1,589.0 $406K 0.03% $255.40 -35.3%
106 EFV ISHARES TR 5,291.0 $405K 0.03% +401.0 +8.2% $76.55 +6.7%
107 AMGN AMGEN INC Healthcare 1,098.0 $398K 0.03% $362.12 +17.2%
108 DFAW DIMENSIONAL ETF TRUST 4,801.0 $397K 0.03% +208.0 +4.5% $82.78 +3.2%
109 VIOO VANGUARD ADMIRAL FDS INC 2,806.0 $386K 0.02% -100.0 -3.4% $137.54 +0.2%
110 DFSV DIMENSIONAL ETF TRUST 9,648.0 $374K 0.02% $38.79 +4.4%
111 F FORD MTR CO Consumer Cyclical 25,978.0 $361K 0.02% +4K +17.8% $13.90 +0.4%
112 SDY SPDR SERIES TRUST 2,312.0 $352K 0.02% $152.18 +3.8%
113 T AT&T INC Communication Services 16,665.0 $345K 0.02% +1K +8.0% $20.70 +20.9%
114 QQQ INVESCO QQQ TR Financial Services 460.0 $339K 0.02% +367.0 +394.6% $736.13 -2.2%
115 VUG VANGUARD INDEX FDS 3,900.0 $336K 0.02% +3K +500.0% $86.14 +2.2%
116 MCK MCKESSON CORP Healthcare 433.0 $327K 0.02% $755.60 +15.9%
117 DISV DIMENSIONAL ETF TRUST 7,990.0 $321K 0.02% +4K +119.8% $40.13 +9.8%
118 IEFA ISHARES TR 3,066.0 $296K 0.02% $96.58 +4.0%
119 AIQ GLOBAL X FDS 4,512.0 $296K 0.02% NEW $65.61 -3.9%
120 IBM INTERNATIONAL BUSINESS MACHS Technology 1,028.0 $289K 0.02% $281.21 -17.3%
Page 6 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%