Beaird Harris Wealth Management, LLC
Q2 2026 13F filing
Updated 64 days ago709 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $152.8M | 3.20M | 9.57% | Added(+2.9%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $139.1M | 3.30M | 8.72% | Added(+2.1%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $121.1M | 1.33M | 7.58% | Trimmed(-1.1%) |
| 4 | V VGES VANGUARD INDEX FDS | $107.3M | 156.2K | 6.72% | Added(+1.3%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $93.6M | 749.9K | 5.86% | Added(+0.3%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $85.4M | 2.05M | 5.35% | Trimmed(-4.3%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $75.7M | 841.6K | 4.74% | Added(+13.0%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $65.6M | 1.19M | 4.11% | Trimmed(-2.6%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $61.8M | 1.14M | 3.87% | Trimmed(-0.4%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $53.5M | 554.7K | 3.35% | Trimmed(-3.1%) |
| 11 | V VGES VANGUARD TAX-MANAGED FDS | $52.9M | 743.1K | 3.32% | Added(+0.1%) |
| 12 | ? N/A VANGUARD MUN BD FDS | $44.3M | 875.6K | 2.77% | Trimmed(-2.1%) |
| 13 | ? N/A AMERICAN CENTY ETF TR | $44M | 427.0K | 2.76% | Added(+0.1%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $41.6M | 505.3K | 2.61% | Trimmed(-4.6%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $40.5M | 743.4K | 2.54% | Added(+17.5%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $38.5M | 796.4K | 2.41% | Added(+0.1%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $33M | 472.4K | 2.07% | Trimmed(-2.6%) |
| 18 | B BITB BITWISE BITCOIN ETF TR | $29.9M | 937.9K | 1.87% | Added(+0.4%) |
| 19 | ? N/A VANGUARD MALVERN FDS | $15.6M | 204.0K | 0.98% | Added(+51.5%) |
| 20 | V VGES VANGUARD INDEX FDS | $15.1M | 40.7K | 0.94% | Added(+2.3%) |
| 21 | E ETHA ISHARES TR | $14.8M | 19.8K | 0.93% | Added(+1.5%) |
| 22 | ? N/A VANGUARD MALVERN FDS | $13.4M | 266.4K | 0.84% | Trimmed(-12.6%) |
| 23 | T TSLA TESLA INC | $11.2M | 26.5K | 0.70% | Trimmed(-0.4%) |
| 24 | V VGES VANGUARD INTL EQUITY INDEX F | $10.5M | 125.3K | 0.66% | Trimmed(-1.4%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $10.4M | 257.8K | 0.65% | Trimmed(-3.6%) |
| 26 | ? N/A VANGUARD INTL EQUITY INDEX F | $10.3M | 66.5K | 0.64% | Trimmed(-2.0%) |
| 27 | ? N/A VANGUARD WELLINGTON FD | $9.6M | 95.0K | 0.60% | Trimmed(-4.0%) |
| 28 | ? N/A AMERICAN CENTY ETF TR | $8.9M | 114.9K | 0.56% | Trimmed(-0.4%) |
| 29 | ? N/A AMERICAN CENTY ETF TR | $8.4M | 113.9K | 0.52% | Trimmed(-1.6%) |
| 30 | ? N/A AMERICAN CENTY ETF TR | $7.9M | 170.1K | 0.50% | Trimmed(-7.6%) |
| 31 | A AAPL APPLE INC | $7.6M | 26.2K | 0.48% | Added(+1.2%) |
| 32 | ? N/A VANGUARD MALVERN FDS | $7M | 90.1K | 0.44% | Added(+66.5%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $6.8M | 258.4K | 0.42% | Trimmed(-38.1%) |
| 34 | ? N/A SCHWAB STRATEGIC TR | $6.4M | 133.5K | 0.40% | Trimmed(-0.5%) |
| 35 | ? N/A VANGUARD MUN BD FDS | $5.7M | 74.7K | 0.36% | Added(+191.3%) |
| 36 | ? N/A ISHARES TR | $5.5M | 127.2K | 0.34% | Trimmed(-1.3%) |
| 37 | S SPY STATE STR SPDR S&P 500 ETF T | $5.4M | 7.3K | 0.34% | Added(+2.6%) |
| 38 | N NVDA NVIDIA CORPORATION | $5.1M | 25.7K | 0.32% | Added(+3.6%) |
| 39 | ? N/A DIMENSIONAL ETF TRUST | $4.9M | 59.5K | 0.31% | Added(+10.3%) |
| 40 | F FBTC FIDELITY WISE ORIGIN BITCOIN | $4.6M | 90.0K | 0.29% | Added(+35.9%) |
| 41 | ? N/A SCHWAB STRATEGIC TR | $4.3M | 166.6K | 0.27% | Trimmed(-13.4%) |
| 42 | E ETHA ISHARES TR | $4.3M | 39.9K | 0.27% | Trimmed(-0.5%) |
| 43 | ? N/A VANGUARD MUN BD FDS | $4.2M | 55.4K | 0.27% | Added(+111.2%) |
| 44 | ? N/A VANGUARD BD INDEX FDS | $4M | 52.0K | 0.25% | Trimmed(-1.4%) |
| 45 | S STRD STRATEGY INC | $3.7M | 42.1K | 0.23% | Trimmed(-7.4%) |
| 46 | ? N/A AMERICAN CENTY ETF TR | $3.2M | 68.4K | 0.20% | Trimmed(-1.5%) |
| 47 | ? N/A ROBINHOOD MKTS INC | $3.1M | 31.1K | 0.20% | Unchanged |
| 48 | V VGES VANGUARD INDEX FDS | $2.8M | 11.4K | 0.17% | Trimmed(-7.6%) |
| 49 | O OKE ONEOK INC NEW | $2.8M | 31.6K | 0.17% | Added(+0.0%) |
| 50 | V VGES VANGUARD INDEX FDS | $2.6M | 12.0K | 0.16% | Trimmed(-0.8%) |