Beaird Harris Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.3T
Holdings
621
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (621 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SCHDSCHWAB STRATEGIC TR | 15,196 | $402.7M | 0.03% | |
| 102 | LLYELI LILLY & CO | 500 | $390.1M | 0.03% | |
| 103 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,692 | $383.2M | 0.03% | |
| 104 | ACNACCENTURE PLC IRELAND | 1,253 | $374.5M | 0.03% | |
| 105 | VIOGVANGUARD ADMIRAL FDS INC | 3,177 | $363.6M | 0.03% | |
| 106 | VIOVVANGUARD ADMIRAL FDS INC | 4,044 | $346.1M | 0.03% | |
| 107 | JNJJOHNSON & JOHNSON | 2,235 | $341.4M | 0.03% | |
| 108 | EFVISHARES TR | 5,067 | $321.7M | 0.02% | |
| 109 | IBMINTERNATIONAL BUSINESS MACHS | 1,075 | $316.9M | 0.02% | |
| 110 | MCKMCKESSON CORP | 431 | $315.8M | 0.02% | |
| 111 | GRBKGREEN BRICK PARTNERS INC | 5,000 | $314.4M | 0.02% | |
| 112 | IWCISHARES TR | 2,428 | $309.9M | 0.02% | |
| 113 | AMGNAMGEN INC | 1,104 | $308.3M | 0.02% | |
| 114 | STIPISHARES TR | 2,963 | $304.9M | 0.02% | |
| 115 | VIOOVANGUARD ADMIRAL FDS INC | 2,906 | $294.2M | 0.02% | |
| 116 | VUGVANGUARD INDEX FDS | 666 | $292.0M | 0.02% | |
| 117 | SCHGSCHWAB STRATEGIC TR | 9,912 | $289.5M | 0.02% | |
| 118 | DFSVDIMENSIONAL ETF TRUST | 9,500 | $279.6M | 0.02% | |
| 119 | CATCATERPILLAR INC | 707 | $274.5M | 0.02% | |
| 120 | IWDISHARES TR | 1,338 | $260.0M | 0.02% | |
| 121 | VCSHVANGUARD SCOTTSDALE FDS | 3,192 | $253.8M | 0.02% | |
| 122 | AQLTISHARES TR | 2,979 | $248.7M | 0.02% | |
| 123 | WMWASTE MGMT INC DEL | 1,056 | $241.6M | 0.02% | |
| 124 | FFORD MTR CO | 22,041 | $239.1M | 0.02% | |
| 125 | EMREMERSON ELEC CO | 1,688 | $225.1M | 0.02% | |
| 126 | XLFSELECT SECTOR SPDR TR | 4,063 | $212.8M | 0.02% | |
| 127 | IWBISHARES TR | 620 | $210.5M | 0.02% | |
| 128 | OMCOMNICOM GROUP INC | 2,747 | $197.6M | 0.02% | |
| 129 | DEDEERE & CO | 380 | $193.3M | 0.01% | |
| 130 | CITHE CIGNA GROUP | 584 | $193.0M | 0.01% | |
| 131 | OSCROSCAR HEALTH INC | 9,000 | $193.0M | 0.01% | |
| 132 | SCHASCHWAB STRATEGIC TR | 7,610 | $192.5M | 0.01% | |
| 133 | IAU*ISHARES GOLD TR | 3,014 | $188.0M | 0.01% | |
| 134 | IVWISHARES TR | 1,664 | $183.2M | 0.01% | |
| 135 | XBMEXBLACKROCK HEALTH SCIENCES TR | 5,000 | $182.3M | 0.01% | |
| 136 | IWVISHARES TR | 504 | $176.9M | 0.01% | |
| 137 | GLWCORNING INC | 3,322 | $174.7M | 0.01% | |
| 138 | RLIRLI CORP | 2,356 | $170.2M | 0.01% | |
| 139 | MMM3M CO | 1,106 | $168.4M | 0.01% | |
| 140 | COPCONOCOPHILLIPS | 1,788 | $160.5M | 0.01% | |
| 141 | AVSFAMERICAN CENTY ETF TR | 3,402 | $160.0M | 0.01% | |
| 142 | PGPROCTER AND GAMBLE CO | 996 | $158.7M | 0.01% | |
| 143 | AGGISHARES TR | 1,577 | $156.4M | 0.01% | |
| 144 | LOWLOWES COS INC | 703 | $156.0M | 0.01% | |
| 145 | BABOEING CO | 717 | $150.3M | 0.01% | |
| 146 | LYBLYONDELLBASELL INDUSTRIES N | 2,565 | $148.4M | 0.01% | |
| 147 | JEPIJ P MORGAN EXCHANGE TRADED F | 2,594 | $147.5M | 0.01% | |
| 148 | KOCOCA COLA CO | 2,046 | $144.7M | 0.01% | |
| 149 | TRVTRAVELERS COMPANIES INC | 534 | $142.9M | 0.01% | |
| 150 | BXPBXP INC | 2,090 | $141.0M | 0.01% | |
| 151 | NFLXNETFLIX INC | 104 | $139.3M | 0.01% | |
| 152 | MTUMISHARES TR | 574 | $137.9M | 0.01% | |
| 153 | BACVERIZON COMMUNICATIONS INC | 3,177 | $137.5M | 0.01% | |
| 154 | AXPAMERICAN EXPRESS CO | 427 | $136.3M | 0.01% | |
| 155 | IBITISHARES BITCOIN TRUST ETF | 2,214 | $135.5M | 0.01% | |
| 156 | AZNASTRAZENECA PLC | 1,903 | $133.0M | 0.01% | |
| 157 | BACBANK AMERICA CORP | 2,782 | $131.6M | 0.01% | |
| 158 | MGVVANGUARD WORLD FD | 1,000 | $131.2M | 0.01% | |
| 159 | MCDMCDONALDS CORP | 441 | $128.8M | 0.01% | |
| 160 | VVVANGUARD INDEX FDS | 450 | $128.4M | 0.01% | |
| 161 | VYMVANGUARD WHITEHALL FDS | 956 | $127.4M | 0.01% | |
| 162 | IJRISHARES TR | 1,112 | $121.5M | 0.01% | |
| 163 | ICEINTERCONTINENTAL EXCHANGE IN | 661 | $121.3M | 0.01% | |
| 164 | SBUXSTARBUCKS CORP | 1,319 | $120.9M | 0.01% | |
| 165 | DFAXDIMENSIONAL ETF TRUST | 4,071 | $119.6M | 0.01% | |
| 166 | CRMSALESFORCE INC | 437 | $119.3M | 0.01% | |
| 167 | PEPPEPSICO INC | 903 | $119.3M | 0.01% | |
| 168 | OMFLINVESCO EXCH TRD SLF IDX FD | 2,051 | $118.5M | 0.01% | |
| 169 | EQREQUITY RESIDENTIAL | 1,751 | $118.1M | 0.01% | |
| 170 | OGEOGE ENERGY CORP | 2,605 | $115.6M | 0.01% | |
| 171 | IMTMISHARES TR | 2,516 | $115.0M | 0.01% | |
| 172 | OKLOOKLO INC | 2,000 | $112.0M | 0.01% | |
| 173 | FLOFLOWERS FOODS INC | 7,000 | $111.9M | 0.01% | |
| 174 | 4I1PHILIP MORRIS INTL INC | 613 | $111.6M | 0.01% | |
| 175 | NEENEXTERA ENERGY INC | 1,581 | $109.8M | 0.01% | |
| 176 | VVISA INC | 305 | $108.3M | 0.01% | |
| 177 | CLCOLGATE PALMOLIVE CO | 1,191 | $108.2M | 0.01% | |
| 178 | ETHGRAYSCALE ETHEREUM MINI TR E | 4,522 | $107.3M | 0.01% | |
| 179 | OVLLISTED FDS TR | 2,219 | $107.2M | 0.01% | |
| 180 | NDQINVESCO QQQ TR | 192 | $105.9M | 0.01% | |
| 181 | WFCWELLS FARGO CO NEW | 1,308 | $104.8M | 0.01% | |
| 182 | BHPBHP GROUP LTD | 2,100 | $101.0M | 0.01% | |
| 183 | ETNEATON CORP PLC | 281 | $100.3M | 0.01% | |
| 184 | IGIBISHARES TR | 1,821 | $97.0M | 0.01% | |
| 185 | ABTABBOTT LABS | 709 | $96.4M | 0.01% | |
| 186 | QUALISHARES TR | 524 | $95.8M | 0.01% | |
| 187 | GSIEGOLDMAN SACHS ETF TR | 2,414 | $95.7M | 0.01% | |
| 188 | DISVDIMENSIONAL ETF TRUST | 2,890 | $95.1M | 0.01% | |
| 189 | HIWHIGHWOODS PPTYS INC | 3,000 | $93.3M | 0.01% | |
| 190 | DHRDANAHER CORPORATION | 469 | $92.6M | 0.01% | |
| 191 | TMOTHERMO FISHER SCIENTIFIC INC | 224 | $90.8M | 0.01% | |
| 192 | BUTIDAL TR II | 4,051 | $89.8M | 0.01% | |
| 193 | CPCANADIAN PACIFIC KANSAS CITY | 1,121 | $88.9M | 0.01% | |
| 194 | RTXRTX CORPORATION | 604 | $88.2M | 0.01% | |
| 195 | BLKBLACKROCK INC | 84 | $88.1M | 0.01% | |
| 196 | PSXPHILLIPS 66 | 734 | $87.6M | 0.01% | |
| 197 | MLB1MERCADOLIBRE INC | 33 | $86.3M | 0.01% | |
| 198 | AQLTISHARES TR | 642 | $85.3M | 0.01% | |
| 199 | PNCPNC FINL SVCS GROUP INC | 457 | $85.2M | 0.01% | |
| 200 | QRVOQORVO INC | 1,000 | $84.9M | 0.01% |