Beaird Harris Wealth Management, LLC Q4 2025 Filing
Filed February 23, 2026
Portfolio Value
$1.5T
Holdings
706
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (706 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SDYSPDR SERIES TRUST | 2,797 | $389.0M | 0.03% | |
| 102 | VIOGVANGUARD ADMIRAL FDS INC | 3,202 | $388.0M | 0.03% | |
| 103 | CATCATERPILLAR INC | 673 | $385.0M | 0.03% | |
| 104 | IWCISHARES TR | 2,428 | $382.0M | 0.03% | |
| 105 | TAT&T INC | 15,053 | $373.0M | 0.03% | |
| 106 | MCKMCKESSON CORP | 433 | $355.0M | 0.02% | |
| 107 | MDYSPDR S&P MIDCAP 400 ETF TR | 588 | $354.0M | 0.02% | |
| 108 | AMGNAMGEN INC | 1,079 | $353.0M | 0.02% | |
| 109 | LNGCHENIERE ENERGY INC | 1,737 | $337.0M | 0.02% | |
| 110 | ACNACCENTURE PLC IRELAND | 1,244 | $333.0M | 0.02% | |
| 111 | VIOOVANGUARD ADMIRAL FDS INC | 2,906 | $322.0M | 0.02% | |
| 112 | IBMINTERNATIONAL BUSINESS MACHS | 1,078 | $319.0M | 0.02% | |
| 113 | DFAWDIMENSIONAL ETF TRUST | 4,288 | $317.0M | 0.02% | |
| 114 | VUGVANGUARD INDEX FDS | 650 | $317.0M | 0.02% | |
| 115 | DFSVDIMENSIONAL ETF TRUST | 9,583 | $315.0M | 0.02% | |
| 116 | JIREJ P MORGAN EXCHANGE TRADED F | 4,075 | $305.0M | 0.02% | |
| 117 | FFORD MTR CO | 22,055 | $289.0M | 0.02% | |
| 118 | AQLTISHARES TR | 2,979 | $266.0M | 0.02% | |
| 119 | ONDSONDAS HLDGS INC | 27,250 | $265.0M | 0.02% | |
| 120 | IAU*ISHARES GOLD TR | 3,264 | $264.0M | 0.02% | |
| 121 | FBCGFIDELITY COVINGTON TRUST | 4,831 | $264.0M | 0.02% | |
| 122 | IWYISHARES TR | 953 | $263.0M | 0.02% | |
| 123 | VCSHVANGUARD SCOTTSDALE FDS | 3,276 | $261.0M | 0.02% | |
| 124 | IWDISHARES TR | 1,143 | $240.0M | 0.02% | |
| 125 | STIPISHARES TR | 2,276 | $233.0M | 0.02% | |
| 126 | WMWASTE MGMT INC DEL | 1,052 | $231.0M | 0.02% | |
| 127 | EMREMERSON ELEC CO | 1,693 | $224.0M | 0.02% | |
| 128 | XLFSELECT SECTOR SPDR TR | 4,063 | $222.0M | 0.02% | |
| 129 | OMCOMNICOM GROUP INC | 2,747 | $221.0M | 0.02% | |
| 130 | SCHASCHWAB STRATEGIC TR | 7,641 | $217.0M | 0.01% | |
| 131 | IVWISHARES TR | 1,664 | $205.0M | 0.01% | |
| 132 | BLKBLACKROCK INC | 185 | $198.0M | 0.01% | |
| 133 | SLVISHARES SILVER TR | 3,015 | $194.0M | 0.01% | |
| 134 | IWVISHARES TR | 504 | $194.0M | 0.01% | |
| 135 | XLKSELECT SECTOR SPDR TR | 1,318 | $189.0M | 0.01% | |
| 136 | IWBISHARES TR | 496 | $185.0M | 0.01% | |
| 137 | IBITISHARES BITCOIN TRUST ETF | 3,664 | $181.0M | 0.01% | |
| 138 | BABOEING CO | 830 | $180.0M | 0.01% | |
| 139 | DEDEERE & CO | 386 | $179.0M | 0.01% | |
| 140 | AVGEAMERICAN CENTY ETF TR | 2,095 | $179.0M | 0.01% | |
| 141 | MMM3M CO | 1,085 | $173.0M | 0.01% | |
| 142 | AVSFAMERICAN CENTY ETF TR | 3,627 | $170.0M | 0.01% | |
| 143 | LOWLOWES COS INC | 708 | $170.0M | 0.01% | |
| 144 | IWMISHARES TR | 694 | $170.0M | 0.01% | |
| 145 | KOCOCA COLA CO | 2,390 | $167.0M | 0.01% | |
| 146 | AMDADVANCED MICRO DEVICES INC | 767 | $164.0M | 0.01% | |
| 147 | BACVERIZON COMMUNICATIONS INC | 4,007 | $163.0M | 0.01% | |
| 148 | XRPBITWISE XRP ETF | 7,940 | $162.0M | 0.01% | |
| 149 | AGGISHARES TR | 1,594 | $159.0M | 0.01% | |
| 150 | IJRISHARES TR | 1,318 | $158.0M | 0.01% | |
| 151 | COPCONOCOPHILLIPS | 1,696 | $158.0M | 0.01% | |
| 152 | GRBKGREEN BRICK PARTNERS INC | 2,500 | $156.0M | 0.01% | |
| 153 | TRVTRAVELERS COMPANIES INC | 538 | $156.0M | 0.01% | |
| 154 | AXPAMERICAN EXPRESS CO | 420 | $155.0M | 0.01% | |
| 155 | PGPROCTER AND GAMBLE CO | 1,077 | $154.0M | 0.01% | |
| 156 | CITHE CIGNA GROUP | 558 | $153.0M | 0.01% | |
| 157 | RLIRLI CORP | 2,356 | $150.0M | 0.01% | |
| 158 | JEPIJ P MORGAN EXCHANGE TRADED F | 2,594 | $148.0M | 0.01% | |
| 159 | GLWCORNING INC | 1,652 | $144.0M | 0.01% | |
| 160 | VVVANGUARD INDEX FDS | 450 | $141.0M | 0.01% | |
| 161 | SMMUPIMCO ETF TR | 2,752 | $138.0M | 0.01% | |
| 162 | VYMVANGUARD WHITEHALL FDS | 956 | $137.0M | 0.01% | |
| 163 | DFAXDIMENSIONAL ETF TRUST | 4,071 | $133.0M | 0.01% | |
| 164 | MTUMISHARES TR | 525 | $131.0M | 0.01% | |
| 165 | TMOTHERMO FISHER SCIENTIFIC INC | 225 | $130.0M | 0.01% | |
| 166 | ARTYISHARES TR | 2,696 | $129.0M | 0.01% | |
| 167 | ETHGRAYSCALE ETHEREUM MINI TR E | 4,522 | $126.0M | 0.01% | |
| 168 | MCDMCDONALDS CORP | 414 | $126.0M | 0.01% | |
| 169 | OMFLINVESCO EXCH TRD SLF IDX FD | 2,051 | $125.0M | 0.01% | |
| 170 | BACBANK AMERICA CORP | 2,263 | $124.0M | 0.01% | |
| 171 | LMNDLEMONADE INC | 1,700 | $121.0M | 0.01% | |
| 172 | PEPPEPSICO INC | 839 | $120.0M | 0.01% | |
| 173 | IMTMISHARES TR | 2,516 | $120.0M | 0.01% | |
| 174 | OVLLISTED FDS TR | 2,219 | $118.0M | 0.01% | |
| 175 | CLSCELESTICA INC | 401 | $118.0M | 0.01% | |
| 176 | NEENEXTERA ENERGY INC | 1,472 | $118.0M | 0.01% | |
| 177 | CRMSALESFORCE INC | 436 | $115.0M | 0.01% | |
| 178 | QTUMETF SER SOLUTIONS | 1,035 | $113.0M | 0.01% | |
| 179 | SBCSABRA HEALTH CARE REIT INC | 6,000 | $113.0M | 0.01% | |
| 180 | WFCWELLS FARGO CO NEW | 1,213 | $113.0M | 0.01% | |
| 181 | AIQGLOBAL X FDS | 2,200 | $111.0M | 0.01% | |
| 182 | OGEOGE ENERGY CORP | 2,605 | $111.0M | 0.01% | |
| 183 | PFEPFIZER INC | 4,383 | $109.0M | 0.01% | |
| 184 | ICEINTERCONTINENTAL EXCHANGE IN | 667 | $108.0M | 0.01% | |
| 185 | QUALISHARES TR | 541 | $107.0M | 0.01% | |
| 186 | DISVDIMENSIONAL ETF TRUST | 2,753 | $104.0M | 0.01% | |
| 187 | DHRDANAHER CORPORATION | 452 | $103.0M | 0.01% | |
| 188 | IEMGISHARES INC | 1,537 | $103.0M | 0.01% | |
| 189 | GSIEGOLDMAN SACHS ETF TR | 2,414 | $103.0M | 0.01% | |
| 190 | CHATTIDAL TRUST II | 1,763 | $103.0M | 0.01% | |
| 191 | SBUXSTARBUCKS CORP | 1,208 | $101.0M | 0.01% | |
| 192 | 4I1PHILIP MORRIS INTL INC | 618 | $99.0M | 0.01% | |
| 193 | DUKDUKE ENERGY CORP NEW | 830 | $97.0M | 0.01% | |
| 194 | TJXTJX COS INC NEW | 630 | $96.0M | 0.01% | |
| 195 | PNCPNC FINL SVCS GROUP INC | 459 | $95.0M | 0.01% | |
| 196 | PSXPHILLIPS 66 | 739 | $95.0M | 0.01% | |
| 197 | IGIBISHARES TR | 1,761 | $94.0M | 0.01% | |
| 198 | BMYBRISTOL-MYERS SQUIBB CO | 1,749 | $94.0M | 0.01% | |
| 199 | CLCOLGATE PALMOLIVE CO | 1,177 | $93.0M | 0.01% | |
| 200 | LHXL3HARRIS TECHNOLOGIES INC | 316 | $92.0M | 0.01% |