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Portfolio (Quarterly) Guide ↗

Beaird Harris Wealth Management, LLC

· CIK 0001908938
13F Portfolio $1.5B AUM Filed Feb 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 706 New
Page 9 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SMMU PIMCO ETF TR 2,752.0 $139K 0.01% NEW $50.43 -0.1%
162 VYM VANGUARD WHITEHALL FDS 956.0 $137K 0.01% NEW $143.52 +10.6%
163 DFAX DIMENSIONAL ETF TRUST 4,071.0 $133K 0.01% NEW $32.73 +15.7%
164 MTUM ISHARES TR 525.0 $131K 0.01% NEW $250.43 +25.4%
165 TMO THERMO FISHER SCIENTIFIC INC Healthcare 225.0 $130K 0.01% NEW $578.37 -22.5%
166 ARTY ISHARES TR 2,696.0 $130K 0.01% NEW $48.18 +48.8%
167 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 4,522.0 $127K 0.01% NEW $28.06 -29.9%
168 MCD MCDONALDS CORP Consumer Cyclical 414.0 $126K 0.01% NEW $305.55 -8.6%
169 OMFL INVESCO EXCH TRD SLF IDX FD 2,051.0 $125K 0.01% NEW $61.13 +12.2%
170 BAC BANK AMERICA CORP Financial Services 2,263.0 $124K 0.01% NEW $55.00 -5.1%
171 LMND LEMONADE INC Financial Services 1,700.0 $121K 0.01% NEW $71.18 -19.4%
172 IMTM ISHARES TR 2,516.0 $121K 0.01% NEW $47.97 +11.4%
173 PEP PEPSICO INC Consumer Defensive 839.0 $120K 0.01% NEW $143.51 +1.5%
174 CLS CELESTICA INC Technology 401.0 $119K 0.01% NEW $295.78 +25.4%
175 NEE NEXTERA ENERGY INC Utilities 1,472.0 $118K 0.01% NEW $80.29 +9.2%
176 OVL LISTED FDS TR 2,219.0 $118K 0.01% NEW $53.21 +8.9%
177 CRM SALESFORCE INC Technology 436.0 $116K 0.01% NEW $265.20 -32.5%
178 SBRA SABRA HEALTH CARE REIT INC Real Estate 6,000.0 $114K 0.01% NEW $18.94 +9.8%
179 QTUM ETF SER SOLUTIONS 1,035.0 $113K 0.01% NEW $109.66 +44.6%
180 WFC WELLS FARGO CO NEW Financial Services 1,213.0 $113K 0.01% NEW $93.20 -16.8%
Page 9 of 36  ·  706 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 52.2%
Technology 16.9%
Consumer Cyclical 15.2%
Energy 4.4%
Healthcare 2.7%
Basic Materials 2.0%
Industrials 1.9%
Communication Services 1.8%
Consumer Defensive 1.4%
Utilities 1.1%