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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 7 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHA SCHWAB STRATEGIC TR 7,641.0 $276K 0.02% $36.13 -2.1%
122 IVW ISHARES TR 1,982.0 $273K 0.02% +868.0 +77.9% $137.55 +1.7%
123 ROBO EXCHANGE TRADED CONCEPTS TRU 3,084.0 $264K 0.02% NEW $85.66 -3.3%
124 AVGE AMERICAN CENTY ETF TR 2,604.0 $258K 0.02% +306.0 +13.3% $99.11 +2.6%
125 IAU ISHARES GOLD TR Financial Services 3,347.0 $253K 0.02% +83.0 +2.5% $75.51 +9.6%
126 MU MICRON TECHNOLOGY INC Technology 219.0 $252K 0.02% -28.0 -11.3% $1152.78 -16.0%
127 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,523.0 $251K 0.02% $45.52 +9.0%
128 XLK SELECT SECTOR SPDR TR 1,318.0 $251K 0.02% $190.52 -2.0%
129 IWD ISHARES TR 1,023.0 $248K 0.02% -118.0 -10.3% $242.46 +6.1%
130 MLM MARTIN MARIETTA MATLS INC Basic Materials 430.0 $248K 0.02% +427.0 +10000.0% $576.70 -7.8%
131 BMNR BITMINE IMMERSION TECHS INC Financial Services 18,394.0 $245K 0.01% $13.31 +38.6%
132 EMR EMERSON ELEC CO Industrials 1,698.0 $243K 0.01% $143.18 +11.4%
133 DE DEERE & CO Industrials 379.0 $240K 0.01% $633.56 -6.5%
134 KO COCA COLA CO Consumer Defensive 2,898.0 $236K 0.01% -57.0 -1.9% $81.27 +8.6%
135 WM WASTE MGMT INC DEL Industrials 1,052.0 $234K 0.01% $222.88 +1.6%
136 MTUM ISHARES TR 660.0 $226K 0.01% +135.0 +25.7% $343.01 -8.4%
137 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 236.0 $221K 0.01% $935.43 +2.4%
138 XLF SELECT SECTOR SPDR TR 4,063.0 $218K 0.01% $53.61 +7.7%
139 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 301.0 $212K 0.01% +20.0 +7.1% $703.34 +0.9%
140 ARTY ISHARES TR 2,696.0 $205K 0.01% $76.16 -1.7%
Page 7 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%