Beaird Harris Wealth Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$1.4T
Holdings
724
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (724 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFSDDIMENSIONAL ETF TRUST | 2,956,759 | $142.5B | 10.10% | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 3,154,360 | $134.9B | 9.56% | |
| 3 | AVLVAMERICAN CENTY ETF TR | 1,286,875 | $93.0B | 6.59% | |
| 4 | VOOVANGUARD INDEX FDS | 134,048 | $82.1B | 5.82% | |
| 5 | AVUVAMERICAN CENTY ETF TR | 705,596 | $70.2B | 4.98% | |
| 6 | DUHPDIMENSIONAL ETF TRUST | 1,853,805 | $70.0B | 4.96% | |
| 7 | DFUVDIMENSIONAL ETF TRUST | 1,280,572 | $57.2B | 4.06% | |
| 8 | DFIVDIMENSIONAL ETF TRUST | 1,185,998 | $54.7B | 3.88% | |
| 9 | VTEBVANGUARD MUN BD FDS | 926,283 | $46.4B | 3.29% | |
| 10 | AVLCAMERICAN CENTY ETF TR | 600,224 | $45.9B | 3.26% | |
| 11 | AVEMAMERICAN CENTY ETF TR | 588,841 | $44.2B | 3.14% | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 717,676 | $43.0B | 3.05% | |
| 13 | BITBBITWISE BITCOIN ETF TR | 646,513 | $40.2B | 2.85% | |
| 14 | DFNMDIMENSIONAL ETF TRUST | 836,330 | $40.1B | 2.84% | |
| 15 | AVDVAMERICAN CENTY ETF TR | 439,978 | $39.2B | 2.78% | |
| 16 | DFASDIMENSIONAL ETF TRUST | 565,746 | $38.7B | 2.75% | |
| 17 | VTIPVANGUARD MALVERN FDS | 633,092 | $32.1B | 2.27% | |
| 18 | DFATDIMENSIONAL ETF TRUST | 500,864 | $29.2B | 2.07% | |
| 19 | DFARDIMENSIONAL ETF TRUST | 1,079,686 | $25.8B | 1.83% | |
| 20 | DFGPDIMENSIONAL ETF TRUST | 277,207 | $15.4B | 1.09% | |
| 21 | TSLATESLA INC | 30,901 | $13.7B | 0.97% | |
| 22 | IVVISHARES TR | 20,044 | $13.4B | 0.95% | |
| 23 | VTIVANGUARD INDEX FDS | 37,139 | $12.2B | 0.86% | |
| 24 | VSSVANGUARD INTL EQUITY INDEX F | 78,710 | $11.2B | 0.80% | |
| 25 | VTESVANGUARD WELLINGTON FD | 108,142 | $11.0B | 0.78% | |
| 26 | VEUVANGUARD INTL EQUITY INDEX F | 135,480 | $9.7B | 0.69% | |
| 27 | AVMUAMERICAN CENTY ETF TR | 211,835 | $9.7B | 0.68% | |
| 28 | DFAEDIMENSIONAL ETF TRUST | 280,697 | $8.9B | 0.63% | |
| 29 | AVIVAMERICAN CENTY ETF TR | 122,676 | $8.3B | 0.59% | |
| 30 | AVSCAMERICAN CENTY ETF TR | 122,716 | $7.0B | 0.50% | |
| 31 | AAPLAPPLE INC | 26,413 | $6.7B | 0.48% | |
| 32 | SCHCSCHWAB STRATEGIC TR | 147,584 | $6.7B | 0.48% | |
| 33 | FBTCFIDELITY WISE ORIGIN BITCOIN | 63,739 | $6.4B | 0.45% | |
| 34 | ISCFISHARES TR | 139,976 | $5.8B | 0.41% | |
| 35 | SCMBSCHWAB STRATEGIC TR | 210,662 | $5.4B | 0.38% | |
| 36 | MIGASTRATEGY INC | 16,192 | $5.2B | 0.37% | Call |
| 37 | BSVVANGUARD BD INDEX FDS | 64,498 | $5.1B | 0.36% | |
| 38 | NVDANVIDIA CORPORATION | 26,939 | $5.0B | 0.36% | |
| 39 | HOODROBINHOOD MKTS INC | 30,413 | $4.4B | 0.31% | |
| 40 | MUBISHARES TR | 40,086 | $4.3B | 0.30% | |
| 41 | DFUSDIMENSIONAL ETF TRUST | 53,810 | $3.9B | 0.28% | |
| 42 | SPYSPDR S&P 500 ETF TR | 5,379 | $3.6B | 0.25% | |
| 43 | AVREAMERICAN CENTY ETF TR | 73,997 | $3.3B | 0.23% | |
| 44 | MSFTMICROSOFT CORP | 6,312 | $3.3B | 0.23% | |
| 45 | PHYS/USPROTT ASSET MANAGEMENT LP | 88,930 | $2.6B | 0.19% | |
| 46 | BFAMBRIGHT HORIZONS FAM SOL IN D | 24,235 | $2.6B | 0.19% | |
| 47 | VBRVANGUARD INDEX FDS | 12,591 | $2.6B | 0.19% | |
| 48 | PSLV/USPROTT ASSET MANAGEMENT LP | 165,624 | $2.6B | 0.18% | |
| 49 | SHWSHERWIN WILLIAMS CO | 7,493 | $2.6B | 0.18% | |
| 50 | VTVVANGUARD INDEX FDS | 12,663 | $2.4B | 0.17% | |
| 51 | OKEONEOK INC NEW | 31,630 | $2.3B | 0.16% | |
| 52 | AGQPROSHARES TR II | 28,783 | $2.2B | 0.16% | |
| 53 | VBVANGUARD INDEX FDS | 8,163 | $2.1B | 0.15% | |
| 54 | BIVVANGUARD BD INDEX FDS | 26,343 | $2.1B | 0.15% | |
| 55 | VNQVANGUARD INDEX FDS | 22,175 | $2.0B | 0.14% | |
| 56 | FLOTISHARES TR | 38,254 | $2.0B | 0.14% | |
| 57 | SUBISHARES TR | 18,119 | $1.9B | 0.14% | |
| 58 | DFACDIMENSIONAL ETF TRUST | 49,550 | $1.9B | 0.14% | |
| 59 | VLUEISHARES TR | 13,635 | $1.7B | 0.12% | |
| 60 | XOMEXXON MOBIL CORP | 14,733 | $1.7B | 0.12% | |
| 61 | AMZNAMAZON COM INC | 7,523 | $1.7B | 0.12% | |
| 62 | VCITVANGUARD SCOTTSDALE FDS | 18,713 | $1.6B | 0.11% | |
| 63 | VGSHVANGUARD SCOTTSDALE FDS | 22,584 | $1.3B | 0.09% | |
| 64 | DLSWISDOMTREE TR | 16,618 | $1.3B | 0.09% | |
| 65 | TXNTEXAS INSTRS INC | 6,679 | $1.2B | 0.09% | |
| 66 | GQ9SPDR GOLD TR | 3,248 | $1.2B | 0.08% | |
| 67 | VOOVVANGUARD ADMIRAL FDS INC | 5,395 | $1.1B | 0.08% | |
| 68 | GOOGLALPHABET INC | 4,237 | $1.0B | 0.07% | |
| 69 | VOVANGUARD INDEX FDS | 3,492 | $1.0B | 0.07% | |
| 70 | METVLISTED FDS TR | 1,340 | $983.8M | 0.07% | |
| 71 | CTEFEA SERIES TRUST | 40,599 | $919.6M | 0.07% | |
| 72 | PLTRPALANTIR TECHNOLOGIES INC | 4,900 | $893.9M | 0.06% | |
| 73 | BNDVANGUARD BD INDEX FDS | 11,253 | $836.9M | 0.06% | |
| 74 | CVXCHEVRON CORP NEW | 5,294 | $822.1M | 0.06% | |
| 75 | IWFISHARES TR | 1,740 | $814.9M | 0.06% | |
| 76 | HDHOME DEPOT INC | 1,960 | $794.0M | 0.06% | |
| 77 | VWOVANGUARD INTL EQUITY INDEX F | 14,246 | $771.8M | 0.05% | |
| 78 | SCHFSCHWAB STRATEGIC TR | 32,472 | $755.9M | 0.05% | |
| 79 | ABBVABBVIE INC | 3,095 | $716.6M | 0.05% | |
| 80 | JPMJPMORGAN CHASE & CO. | 2,268 | $715.4M | 0.05% | |
| 81 | GBTCGRAYSCALE BITCOIN TRUST ETF | 7,861 | $705.7M | 0.05% | |
| 82 | SCHXSCHWAB STRATEGIC TR | 26,708 | $703.5M | 0.05% | |
| 83 | EFAISHARES TR | 7,500 | $700.3M | 0.05% | |
| 84 | SMMUPIMCO ETF TR | 13,493 | $682.4M | 0.05% | |
| 85 | IJSISHARES TR | 5,866 | $648.8M | 0.05% | |
| 86 | VOEVANGUARD INDEX FDS | 3,390 | $591.8M | 0.04% | |
| 87 | BLKBLACKROCK INC | 506 | $589.9M | 0.04% | |
| 88 | MSTR 8 PERPSTRATEGY INC | 6,336 | $581.0M | 0.04% | |
| 89 | TAT&T INC | 19,698 | $556.3M | 0.04% | |
| 90 | RTXRTX CORPORATION | 3,309 | $553.7M | 0.04% | |
| 91 | COSTCOSTCO WHSL CORP NEW | 551 | $509.6M | 0.04% | |
| 92 | VUSBVANGUARD BD INDEX FDS | 10,191 | $509.5M | 0.04% | |
| 93 | AVIGAMERICAN CENTY ETF TR | 11,858 | $499.0M | 0.04% | |
| 94 | SCZISHARES TR | 6,492 | $498.1M | 0.04% | |
| 95 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,768 | $493.8M | 0.04% | |
| 96 | IYWISHARES TR | 2,505 | $490.6M | 0.03% | |
| 97 | ATOATMOS ENERGY CORP | 2,813 | $480.3M | 0.03% | |
| 98 | WMTWALMART INC | 4,307 | $443.8M | 0.03% | |
| 99 | JNJJOHNSON & JOHNSON | 2,380 | $441.2M | 0.03% | |
| 100 | LLYELI LILLY & CO | 572 | $436.7M | 0.03% |
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