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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 8 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWB ISHARES TR 496.0 $203K 0.01% $409.50 +2.6%
142 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2,500.0 $200K 0.01% $80.04 -13.4%
143 OMC OMNICOM GROUP INC Communication Services 2,747.0 $200K 0.01% $72.83 +18.5%
144 STIP ISHARES TR 1,945.0 $199K 0.01% -330.0 -14.5% $102.16 -1.3%
145 LOW LOWES COS INC Consumer Cyclical 829.0 $183K 0.01% +93.0 +12.6% $220.49 -2.2%
146 BLK BLACKROCK INC Financial Services 189.0 $182K 0.01% +65.0 +52.4% $961.56 +20.0%
147 VV VANGUARD INDEX FDS 526.0 $181K 0.01% $343.91 +2.8%
148 IJR ISHARES TR 1,189.0 $176K 0.01% -69.0 -5.5% $148.31 -0.4%
149 BAC BANK OF AMER CORP Financial Services 3,082.0 $176K 0.01% +819.0 +36.2% $56.98 +12.7%
150 AVUS AMERICAN CENTY ETF TR 1,363.0 $175K 0.01% NEW $128.08 +2.2%
151 TRV TRAVELERS COMPANIES INC Financial Services 527.0 $174K 0.01% $330.12 +11.5%
152 PM PHILIP MORRIS INTL INC Consumer Defensive 959.0 $173K 0.01% $180.91 +3.7%
153 CANADIAN PACIFIC KANSAS CITY 1,972.0 $171K 0.01% +851.0 +75.9% $86.66
154 AMD ADVANCED MICRO DEVICES INC Technology 292.0 $169K 0.01% +25.0 +9.4% $579.98 -16.5%
155 WFC WELLS FARGO & CO Financial Services 2,020.0 $167K 0.01% $82.64 +5.8%
156 DUK DUKE ENERGY CORP NEW Utilities 1,302.0 $165K 0.01% +612.0 +88.7% $126.58 -2.0%
157 PEP PEPSICO INC Consumer Defensive 1,178.0 $160K 0.01% +332.0 +39.2% $135.43 +3.5%
158 ETN EATON CORP PLC Industrials 374.0 $159K 0.01% +91.0 +32.2% $426.12 +1.2%
159 MMM 3M CO Industrials 984.0 $159K 0.01% $161.91 +11.8%
160 COP CONOCOPHILLIPS Energy 1,531.0 $159K 0.01% $103.96 +24.8%
Page 8 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%