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Portfolio (Quarterly) Guide ↗

Beaird Harris Wealth Management, LLC

· CIK 0001908938
13F Portfolio $1.5B AUM 688 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 57 Added 141 Reduced 54 Exited
Page 8 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LOW LOWES COS INC Consumer Cyclical 736.0 $174K 0.01% +28.0 +4.0% $236.28 -10.2%
142 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 281.0 $173K 0.01% -307.0 -52.2% $616.76 +10.4%
143 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2,500.0 $161K 0.01% $64.45 +4.2%
144 WFC WELLS FARGO & CO Financial Services 2,020.0 $161K 0.01% +807.0 +66.5% $79.61 -4.0%
145 AVSF AMERICAN CENTY ETF TR 3,402.0 $159K 0.01% -225.0 -6.2% $46.80 -0.4%
146 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,139.0 $159K 0.01% +475.0 +13.0% $38.42 +11.9%
147 PM PHILIP MORRIS INTL INC Consumer Defensive 959.0 $159K 0.01% +341.0 +55.2% $165.34 +9.8%
148 VV VANGUARD INDEX FDS 526.0 $157K 0.01% +76.0 +16.9% $298.85 +15.5%
149 IJR ISHARES TR 1,258.0 $156K 0.01% -60.0 -4.5% $124.27 +12.3%
150 TRV TRAVELERS COMPANIES INC Financial Services 527.0 $154K 0.01% -11.0 -2.0% $291.68 +4.5%
151 CI THE CIGNA GROUP Healthcare 558.0 $149K 0.01% $266.68 +5.3%
152 PG PROCTER & GAMBLE CO Consumer Defensive 1,021.0 $147K 0.01% -56.0 -5.2% $144.41 -1.0%
153 JEPI J P MORGAN EXCHANGE TRADED F 2,594.0 $147K 0.01% $56.68 -0.8%
154 BA BOEING CO Industrials 730.0 $145K 0.01% -100.0 -12.1% $199.08 +10.0%
155 DISV DIMENSIONAL ETF TRUST 3,635.0 $143K 0.01% +882.0 +32.0% $39.44 +8.0%
156 MMM 3M CO Industrials 984.0 $143K 0.01% -101.0 -9.3% $145.23 +6.1%
157 RTX RTX CORPORATION Industrials 716.0 $138K 0.01% -3K -78.7% $192.90 -7.2%
158 NEE NEXTERA ENERGY INC Utilities 1,472.0 $137K 0.01% $92.89 -5.6%
159 PSX PHILLIPS 66 Energy 739.0 $135K 0.01% $182.27 -4.6%
160 RLI RLI CORP Financial Services 2,356.0 $134K 0.01% $57.04 -8.3%
Page 8 of 35  ·  686 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 50.3%
Technology 19.0%
Consumer Cyclical 13.0%
Energy 5.8%
Healthcare 2.9%
Basic Materials 2.3%
Communication Services 2.0%
Industrials 1.9%
Consumer Defensive 1.6%
Utilities 1.2%