Beaird Harris Wealth Management, LLC
CIK 1908938
13F filing for Q2 2026・No. 1,919
- Holdings
- US$1.6B
- Quarter change
- +US$125.15M
- Entries
- 709
- Net bought (estimate)
- +US$18.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 74
- Sold out 52
- Cut 86
- Added 123
- Corporate actions 0
- Unchanged 417
Largest holdings
700 stocks worth US$1.6B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 3,199,436 | US$152.77M | 9.57% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 3,296,316 | US$139.14M | 8.72% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Cut | 1,327,308 | US$121.06M | 7.58% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 156,202 | US$107.28M | 6.72% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 749,891 | US$93.56M | 5.86% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Cut | 2,047,480 | US$85.44M | 5.35% |
| AMERICAN CENTY ETF TRAVANTIS US LARG | Added | 841,598 | US$75.71M | 4.74% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 1,193,244 | US$65.64M | 4.11% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Cut | 1,144,454 | US$61.82M | 3.87% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Cut | 554,738 | US$53.53M | 3.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.