Beaird Harris Wealth Management, LLC
CIK: 0001908938SEC EDGAR →
Portfolio Value
$1.5B
Holdings
706
As of
Q4 2025
New Positions
141
Closed Positions
42
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,204,807 | $153.7M | 10.58% |
| 2 | DIMENSIONAL ETF TRUST | 3,223,364 | $137.2M | 9.45% |
| 3 | AMERICAN CENTY ETF TR | 1,329,332 | $100.7M | 6.94% |
| 4 | VANGUARD INDEX FDS | 146,086 | $91.6M | 6.31% |
| 5 | DIMENSIONAL ETF TRUST | 2,048,402 | $77.9M | 5.37% |
| 6 | AMERICAN CENTY ETF TR | 737,326 | $75.2M | 5.18% |
| 7 | DIMENSIONAL ETF TRUST | 1,269,014 | $59.1M | 4.07% |
| 8 | DIMENSIONAL ETF TRUST | 1,171,961 | $58.5M | 4.03% |
| 9 | AMERICAN CENTY ETF TR | 661,326 | $52.0M | 3.58% |
| 10 | VANGUARD TAX-MANAGED FDS | 729,098 | $45.5M | 3.14% |
Quarterly Changes
Top Buys
New Positions (46)
$2.5M · 16K shares
$389K · 3K shares
$354K · 588 shares
$305K · 4K shares
$264K · 5K shares
$263K · 953 shares
$162K · 8K shares
$129K · 3K shares
$113K · 1K shares
$113K · 6K shares
$111K · 2K shares
$103K · 2K shares
$81K · 984 shares
$81K · 1K shares
$59K · 4K shares
$51K · 668 shares
$40K · 7K shares
$36K · 300 shares
$31K · 1K shares
$30K · 2K shares
$25K · 2K shares
$24K · 425 shares
$19K · 1K shares
$18K · 242 shares
$13K · 497 shares
$12K · 620 shares
$11K · 2K shares
$4K · 218 shares
$3K · 222 shares
$2K · 188 shares
$1K · 24 shares
$1K · 34 shares
$1K · 20 shares
$0 · 2K shares
$0 · 1 shares
$0 · 42 shares
$0 · 8 shares
$0 · 18 shares
$0 · 42 shares
$0 · 24 shares
$0 · 3 shares
$0 · 16 shares
$0 · 42 shares
$0 · 20 shares
$0 · 15 shares
$0 · 300 shares
Closed Positions (64)
$5.2M · 16K shares
$223K · 2K shares
$87K · 6K shares
$73K · 3K shares
$17K · 100 shares
$16K · 56 shares
$10K · 200 shares
$9K · 84 shares
$4K · 32 shares
$4K · 112 shares
$3K · 56 shares
$3K · 29 shares
$2K · 26 shares
$2K · 7 shares
$2K · 10 shares
$2K · 5 shares
$2K · 47 shares
$2K · 21 shares
$2K · 63 shares
$1K · 6 shares
$1K · 16 shares
$1K · 2 shares
$1K · 5 shares
$1K · 3 shares
$1K · 14 shares
$1K · 17 shares
$1K · 10 shares
$1K · 11 shares
$1K · 2 shares
$1K · 34 shares
$1K · 4 shares
$1K · 15 shares
$986 · 77 shares
$983 · 6 shares
$929 · 42 shares
$734 · 16 shares
$703 · 17 shares
$682 · 10 shares
$625 · 17 shares
$495 · 3 shares
$424 · 5 shares
$381 · 12 shares
$266 · 0 shares
$261 · 1 shares
$254 · 3 shares
$249 · 3 shares
$213 · 1 shares
$206 · 19 shares
$187 · 5 shares
$168 · 9 shares
$165 · 2 shares
$160 · 4 shares
$157 · 2 shares
$153 · 2 shares
$152 · 2 shares
$151 · 1 shares
$108 · 3 shares
$101 · 1 shares
$89 · 18 shares
$85 · 1 shares
$61 · 8 shares
$52 · 0 shares
$30 · 1 shares
$20 · 0 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 266 | $1.3B | 92.0% |
| Technology | 95 | $62.0M | 4.3% |
| Consumer Cyclical | 52 | $19.9M | 1.4% |
| Unknown | 47 | $13.9M | 1.0% |
| Energy | 30 | $5.8M | 0.4% |
| Healthcare | 56 | $3.5M | 0.2% |
| Industrials | 58 | $2.7M | 0.2% |
| Basic Materials | 20 | $2.6M | 0.2% |
| Communication Services | 19 | $2.3M | 0.2% |
| Consumer Defensive | 25 | $1.7M | 0.1% |
| Utilities | 18 | $1.3M | 0.1% |
| Real Estate | 20 | $207K | 0.0% |