Beaird Harris Wealth Management, LLC 13F Holdings · Q2 2026
Beaird Harris Wealth Management, LLC reported 700 securities worth $1.60B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFSD (9.57%), DFCF (8.72%), AVLV (7.58%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | $152.8M | 9.57% | 3.2M | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $139.1M | 8.72% | 3.3M | Added |
| 3 | AVLV | AMERICAN CENTY ETF TR | $121.1M | 7.58% | 1.3M | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $107.3M | 6.72% | 156,202 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $93.6M | 5.86% | 749,891 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $85.4M | 5.35% | 2.0M | Trimmed |
| 7 | AVLC | AMERICAN CENTY ETF TR | $75.7M | 4.74% | 841,598 | Added |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $65.6M | 4.11% | 1.2M | Trimmed |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $61.8M | 3.87% | 1.1M | Trimmed |
| 10 | AVEM | AMERICAN CENTY ETF TR | $53.5M | 3.35% | 554,738 | Trimmed |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $52.9M | 3.32% | 743,059 | Added |
| 12 | VTEB | VANGUARD MUN BD FDS | $44.3M | 2.77% | 875,617 | Trimmed |
| 13 | AVDV | AMERICAN CENTY ETF TR | $44.0M | 2.76% | 427,007 | Added |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $41.6M | 2.61% | 505,291 | Trimmed |
| 15 | DFGP | DIMENSIONAL ETF TRUST | $40.5M | 2.54% | 743,391 | Added |
| 16 | DFNM | DIMENSIONAL ETF TRUST | $38.5M | 2.41% | 796,384 | Added |
| 17 | DFAT | DIMENSIONAL ETF TRUST | $33.0M | 2.07% | 472,417 | Trimmed |
| 18 | BITB | BITWISE BITCOIN ETF TR | $29.9M | 1.87% | 937,917 | Added |
| 19 | VSDB | VANGUARD MALVERN FDS | $15.6M | 0.98% | 203,992 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $15.1M | 0.94% | 40,744 | Added |
| 21 | IVV | ISHARES TR | $14.8M | 0.93% | 19,799 | Added |
| 22 | VTIP | VANGUARD MALVERN FDS | $13.4M | 0.84% | 266,385 | Trimmed |
| 23 | TSLA | TESLA INC | $11.2M | 0.70% | 26,522 | Trimmed |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $10.5M | 0.66% | 125,282 | Trimmed |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $10.4M | 0.65% | 257,794 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR