Beaird Harris Wealth Management
$1.6B 13F equity value
757 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Beaird Harris Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | 3,199,436 | $153M | 9.6% |
| DFCF | DIMENSIONAL ETF TRUST | 3,296,316 | $139M | 8.7% |
| AVLV | AMERICAN CENTY ETF TR | 1,327,308 | $121M | 7.6% |
| VOO | VANGUARD INDEX FDS | 156,202 | $107M | 6.7% |
| AVUV | AMERICAN CENTY ETF TR | 749,891 | $94M | 5.9% |
| DUHP | DIMENSIONAL ETF TRUST | 2,047,480 | $85M | 5.4% |
| AVLC | AMERICAN CENTY ETF TR | 841,598 | $76M | 4.7% |
| DFUV | DIMENSIONAL ETF TRUST | 1,193,244 | $66M | 4.1% |
| DFIV | DIMENSIONAL ETF TRUST | 1,144,454 | $62M | 3.9% |
| AVEM | AMERICAN CENTY ETF TR | 554,738 | $54M | 3.4% |
Track Beaird Harris Wealth Management's 13F portfolio: $1.6B in reported holdings, 757 positions. Top holdings and quarterly changes on SentiSense.
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