Beaird Harris Wealth Management
$1.5B Assets Reported
735 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | 3,109,706 | $149M | 10.1% |
| DFCF | DIMENSIONAL ETF TRUST | 3,229,394 | $136M | 9.3% |
| AVLV | AMERICAN CENTY ETF TR | 1,342,478 | $108M | 7.4% |
| VOO | VANGUARD INDEX FDS | 154,261 | $92M | 6.3% |
| AVUV | AMERICAN CENTY ETF TR | 748,037 | $83M | 5.6% |
| DUHP | DIMENSIONAL ETF TRUST | 2,139,327 | $79M | 5.3% |
| DFIV | DIMENSIONAL ETF TRUST | 1,149,077 | $61M | 4.1% |
| DFUV | DIMENSIONAL ETF TRUST | 1,224,800 | $59M | 4.0% |
| AVLC | AMERICAN CENTY ETF TR | 744,755 | $58M | 3.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 742,002 | $48M | 3.2% |
Track Beaird Harris Wealth Management's 13F portfolio: $1.5B in reported holdings, 735 positions. Top holdings, AUM, and quarterly changes on SentiSense.