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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 9 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NFLX NETFLIX INC. Communication Services 1,389.0 $134K 0.01% +525.0 +60.8% $96.18 -8.8%
162 PEP PEPSICO INC Consumer Defensive 846.0 $131K 0.01% +7.0 +0.8% $155.21 -6.1%
163 VYM VANGUARD WHITEHALL FDS 881.0 $130K 0.01% -75.0 -7.8% $148.10 +7.1%
164 XRP BITWISE XRP ETF Financial Services 8,624.0 $130K 0.01% +684.0 +8.6% $15.03 -1.1%
165 MCD MCDONALDS CORP Consumer Cyclical 415.0 $129K 0.01% $311.14 -10.2%
166 AXP AMERICAN EXPRESS CO Financial Services 426.0 $129K 0.01% +6.0 +1.4% $302.58 +2.7%
167 MTUM ISHARES TR 525.0 $126K 0.01% $240.10 +30.8%
168 IVW ISHARES TR 1,114.0 $126K 0.01% -550.0 -33.0% $113.11 +22.3%
169 ARTY ISHARES TR 2,696.0 $125K 0.01% $46.53 +54.1%
170 OGE OGE ENERGY CORP Utilities 2,605.0 $125K 0.01% $47.96 +0.9%
171 OMFL INVESCO EXCH TRD SLF IDX FD 2,051.0 $123K 0.01% $60.12 +14.1%
172 IMTM ISHARES TR 2,516.0 $121K 0.01% $48.02 +11.3%
173 BLK BLACKROCK INC Financial Services 124.0 $119K 0.01% -61.0 -33.0% $961.72 +12.0%
174 ENB ENBRIDGE INC Energy 2,171.0 $118K 0.01% +805.0 +58.9% $54.14 +5.3%
175 CLS CELESTICA INC Technology 401.0 $113K 0.01% $281.84 +31.6%
176 OVL LISTED FDS TR 2,219.0 $112K 0.01% $50.30 +15.2%
177 ONDS ONDAS INC Technology 12,250.0 $111K 0.01% -15K -55.0% $9.04 +8.1%
178 TMO THERMO FISHER SCIENTIFIC INC Healthcare 225.0 $110K 0.01% $490.61 -8.6%
179 BAC BANK AMERICA CORP Financial Services 2,263.0 $110K 0.01% $48.75 +7.1%
180 PFE PFIZER INC Healthcare 3,897.0 $109K 0.01% -486.0 -11.1% $28.08 -7.9%
Page 9 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%