Beaird Harris Wealth Management, LLC holds a focused book of 700 stocks worth $1.6B as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Global X Art Intel & Tech and trimmed Avantis US Large Cap Value. Their largest long position is Dimensional Short Duration at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908938/holdings"
Use Arkolith to show Beaird Harris Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust SHOR DUR FIX ETF | $152.8M | 3.20M | 9.6% | ▲+2.9% Added · +90K sh | |
| 2 | Dimensional ETF Trust CORE FIXE IN ETF | $139.1M | 3.30M | 8.7% | ▲+2.1% Added · +67K sh | |
| 3 | American Centy ETF TR US LARGE CAP VLU | $121.1M | 1.33M | 7.6% | ▼−1.1% Reduced · −15K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $107.3M | 156.2K | 6.7% | ▲+1.3% Added · +2K sh | |
| 5 | American Centy ETF TR US SML CP VALU | $93.6M | 749.9K | 5.9% | ▲+0.2% Added · +2K sh | |
| 6 | Dimensional ETF Trust US HIGH PROF ETF | $85.4M | 2.05M | 5.4% | ▼−4.3% Reduced · −92K sh | |
| 7 | American Centy ETF TR AVANTIS US LARG | $75.7M | 841.6K | 4.7% | ▲+13% Added · +97K sh | |
| 8 | Dimensional ETF Trust US MKTWIDE VALUE | $65.6M | 1.19M | 4.1% | ▼−2.6% Reduced · −32K sh | |
| 9 | Dimensional ETF Trust INTERNATNAL VAL | $61.8M | 1.14M | 3.9% | ▼−0.4% Reduced · −5K sh | |
| 10 | American Centy ETF TR AVANTIS EMGMKT | $53.5M | 554.7K | 3.4% | ▼−3.1% Reduced · −18K sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $52.9M | 743.1K | 3.3% | ▲+0.1% Added · +1K sh | |
| 12 | Vanguard Mun BD FDS TAX EXEMPT BD | $44.3M | 875.6K | 2.8% | ▼−2.1% Reduced · −19K sh | |
| 13 | American Centy ETF TR INTL SMCP VLU | $44.0M | 427.0K | 2.8% | ▲+0.1% Added · +278 sh | |
| 14 | Dimensional ETF Trust US SMALL CAP ETF | $41.6M | 505.3K | 2.6% | ▼−4.6% Reduced · −24K sh | |
| 15 | Dimensional ETF Trust GLOB CO PLUS ETF | $40.5M | 743.4K | 2.5% | ▲+17% Added · +111K sh | |
| 16 | Dimensional ETF Trust NATL MUN BD ETF | $38.5M | 796.4K | 2.4% | ▲+0.1% Added · +681 sh | |
| 17 | Dimensional ETF Trust US TARGETED VLU | $33.0M | 472.4K | 2.1% | ▼−2.6% Reduced · −12K sh | |
| 18 | Bitwise Bitcoin ETF TR SHS BEN INT | $29.9M | 937.9K | 1.9% | ▲+0.4% Added · +4K sh | |
| 19 | Vanguard Malvern FDS SHOR DURA BD ETF | $15.6M | 204.0K | 1.0% | ▲+51% Added · +69K sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $15.1M | 40.7K | 0.9% | ▲+2.3% Added · +906 sh | |
| 21 | Ishares TR CORE S&P500 ETF | $14.8M | 19.8K | 0.9% | ▲+1.5% Added · +288 sh | |
| 22 | Vanguard Malvern FDS STRM INFPROIDX | $13.4M | 266.4K | 0.8% | ▼−13% Reduced · −38K sh | |
| 23 | Tesla Inc COM | $11.2M | 26.5K | 0.7% | ▼−0.4% Reduced · −109 sh | |
| 24 | Vanguard Intl Equity Index F ALLWRLD EX US | $10.5M | 125.3K | 0.7% | ▼−1.4% Reduced · −2K sh | |
| 25 | Dimensional ETF Trust EMGR CRE EQT MNG | $10.4M | 257.8K | 0.6% | ▼−3.6% Reduced · −10K sh | |
| 26 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $10.3M | 66.5K | 0.6% | ▼−2.0% Reduced · −1K sh | |
| 27 | Vanguard Wellington FD SHORT TRM TAX EX | $9.6M | 95.0K | 0.6% | ▼−4.0% Reduced · −4K sh | |
| 28 | American Centy ETF TR INTERNATIONAL LR | $8.9M | 114.9K | 0.6% | ▼−0.4% Reduced · −468 sh | |
| 29 | American Centy ETF TR AVAN US SMAL ETF | $8.4M | 113.9K | 0.5% | ▼−1.6% Reduced · −2K sh | |
| 30 | American Centy ETF TR CORE MUNI FXD IN | $7.9M | 170.1K | 0.5% | ▼−7.6% Reduced · −14K sh | |
| 31 | Apple Inc COM | $7.6M | 26.2K | 0.5% | ▲+1.2% Added · +314 sh | |
| 32 | Vanguard Malvern FDS CORE-PLUS BD ETF | $7.0M | 90.1K | 0.4% | ▲+67% Added · +36K sh | |
| 33 | Dimensional ETF Trust US REAL ESTA ETF | $6.8M | 258.4K | 0.4% | ▼−38% Reduced · −159K sh | |
| 34 | Schwab Strategic TR INTL SCEQT ETF | $6.4M | 133.5K | 0.4% | ▼−0.5% Reduced · −671 sh | |
| 35 | Vanguard Mun BD FDS SHORT TAX EXEMPT | $5.7M | 74.7K | 0.4% | ▲+191% Added · +49K sh | |
| 36 | Ishares TR INTERNATIONAL SL | $5.5M | 127.2K | 0.3% | ▼−1.3% Reduced · −2K sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $5.4M | 7.3K | 0.3% | ▲+2.6% Added · +187 sh | |
| 38 | Nvidia Corporation COM | $5.1M | 25.7K | 0.3% | ▲+3.6% Added · +890 sh | |
| 39 | Dimensional ETF Trust US EQUI MARK ETF | $4.9M | 59.5K | 0.3% | ▲+10% Added · +6K sh | |
| 40 | Fidelity Wise Origin Bitcoin SHS | $4.6M | 90.0K | 0.3% | ▲+36% Added · +24K sh | |
| 41 | Schwab Strategic TR MUN BD ETF | $4.3M | 166.6K | 0.3% | ▼−13% Reduced · −26K sh | |
| 42 | Ishares TR NATIONAL MUN ETF | $4.3M | 39.9K | 0.3% | ▼−0.5% Reduced · −216 sh | |
| 43 | Vanguard Mun BD FDS CORE TAX EXEMPT | $4.2M | 55.4K | 0.3% | ▲+111% Added · +29K sh | |
| 44 | Vanguard BD Index FDS SHORT TRM BOND | $4.0M | 52.0K | 0.3% | ▼−1.4% Reduced · −715 sh | |
| 45 | Strategy Inc CL A NEW | $3.7M | 42.1K | 0.2% | ▼−7.3% Reduced · −3K sh | |
| 46 | American Centy ETF TR REAL ESTATE ETF | $3.2M | 68.4K | 0.2% | ▼−1.5% Reduced · −1K sh | |
| 47 | Robinhood MKTS Inc COM CL A | $3.1M | 31.1K | 0.2% | —Held | |
| 48 | Vanguard Index FDS SM CP VAL ETF | $2.8M | 11.4K | 0.2% | ▼−7.6% Reduced · −933 sh | |
| 49 | Oneok Inc New COM | $2.8M | 31.6K | 0.2% | ▲~0% Added · +3 sh | |
| 50 | Vanguard Index FDS VALUE ETF | $2.6M | 12.0K | 0.2% | ▼−0.8% Reduced · −100 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 709 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 688 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 23, 2026 | 712 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 727 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 624 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 508 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 500 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 2, 2024 | 513 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.