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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 9 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PSX PHILLIPS 66 Energy 939.0 $159K 0.01% +200.0 +27.1% $169.12 +44.0%
162 AVSF AMERICAN CENTY ETF TR 3,402.0 $158K 0.01% $46.57 -0.4%
163 VZ VERIZON COMMUNICATIONS INC Communication Services 3,674.0 $156K 0.01% +167.0 +4.8% $42.34 +14.6%
164 IEMG ISHARES INC 1,871.0 $155K 0.01% +699.0 +59.6% $82.86 -3.9%
165 CSCO CISCO SYS INC Technology 1,318.0 $155K 0.01% +461.0 +53.8% $117.49 -5.0%
166 CI THE CIGNA GROUP Healthcare 558.0 $154K 0.01% $275.61 +1.0%
167 ENB ENBRIDGE INC Energy 2,813.0 $152K 0.01% +642.0 +29.6% $54.21 -5.2%
168 SLV ISHARES SILVER TR Financial Services 2,827.0 $151K 0.01% $53.47 +7.4%
169 AXP AMERICAN EXPRESS CO Financial Services 445.0 $151K 0.01% +19.0 +4.5% $338.60 -0.0%
170 JEPI J P MORGAN EXCHANGE TRADED F 2,594.0 $147K 0.01% $56.48 +2.4%
171 CLS CELESTICA INC Technology 401.0 $146K 0.01% $365.01 -14.9%
172 PNC PNC FINL SVCS GROUP INC Financial Services 585.0 $144K 0.01% +135.0 +30.0% $246.08 +3.3%
173 LRCX LAM RESEARCH CORP Technology 330.0 $143K 0.01% $433.33 -24.3%
174 OMFL INVESCO EXCH TRD SLF IDX FD 2,051.0 $141K 0.01% $68.54 +3.2%
175 VYM VANGUARD WHITEHALL FDS 881.0 $139K 0.01% $158.03 +4.8%
176 RLI RLI CORP Financial Services 2,356.0 $139K 0.01% $59.07 +8.8%
177 HPE HEWLETT PACKARD ENTERPRISE C Technology 3,072.0 $139K 0.01% +3K +790.4% $45.11 +23.5%
178 QTUM ETF SER SOLUTIONS 835.0 $138K 0.01% $165.38 -8.0%
179 ACN ACCENTURE PLC IRELAND Technology 1,104.0 $137K 0.01% $124.44 +39.0%
180 RTX RTX CORPORATION Industrials 716.0 $136K 0.01% $189.73 +18.8%
Page 9 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%