Beaird Harris Wealth Management, LLC holds a focused book of 700 stocks worth $1.6B as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; 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.
Beaird Harris Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+8 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Beaird Harris Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Richard Young Associates, Ltd. | 14 / 80 | $143.8M |
| Swiss Re Ltd | 13 / 80 | $1.0B |
| Dixon Fnancial Services, Inc. | 20 / 80 | $224.9M |
| Define Financial, LLC | 17 / 80 | $192.0M |
| Compass Planning Associates Inc | 14 / 80 | $159.7M |
| Kearns & Associates LLC | 14 / 80 | $184.2M |
| Mason Investment Advisory Services, Inc. | 26 / 80 | $1.8B |
| Team Hewins, LLC | 14 / 80 | $300.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Beaird Harris Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 709 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 688 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 23, 2026 | 54d | 712 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 727 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 624 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 508 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 500 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 2, 2024 | 63d | 513 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.