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 |
|---|---|---|---|---|---|
| 201 | CSXCSX CORP | 2,484 | $90.0M | 0.01% | |
| 202 | ETNEATON CORP PLC | 283 | $90.0M | 0.01% | |
| 203 | AQLTISHARES TR | 642 | $90.0M | 0.01% | |
| 204 | ABTABBOTT LABS | 714 | $89.0M | 0.01% | |
| 205 | TRVCCITIGROUP INC | 749 | $87.0M | 0.01% | |
| 206 | MRKMERCK & CO INC | 832 | $87.0M | 0.01% | |
| 207 | BMNRBITMINE IMMERSION TECNOLOGIE | 3,194 | $86.0M | 0.01% | |
| 208 | SPYMSPDR SERIES TRUST | 1,077 | $86.0M | 0.01% | |
| 209 | VVISA INC | 240 | $84.0M | 0.01% | |
| 210 | UGIUGI CORP NEW | 2,262 | $84.0M | 0.01% | |
| 211 | QRVOQORVO INC | 1,000 | $84.0M | 0.01% | |
| 212 | CPCANADIAN PACIFIC KANSAS CITY | 1,121 | $82.0M | 0.01% | |
| 213 | IMCBISHARES TR | 984 | $81.0M | 0.01% | |
| 214 | OMFONEMAIN HLDGS INC | 1,200 | $81.0M | 0.01% | |
| 215 | NFLXNETFLIX INC | 864 | $81.0M | 0.01% | |
| 216 | SHVISHARES TR | 723 | $79.0M | 0.01% | |
| 217 | SCHMSCHWAB STRATEGIC TR | 2,530 | $76.0M | 0.01% | |
| 218 | QUSSPDR SERIES TRUST | 418 | $72.0M | 0.00% | |
| 219 | USBUS BANCORP DEL | 1,321 | $70.0M | 0.00% | |
| 220 | PANWPALO ALTO NETWORKS INC | 372 | $68.0M | 0.00% | |
| 221 | EFAVISHARES TR | 782 | $67.0M | 0.00% | |
| 222 | AEPAMERICAN ELEC PWR CO INC | 584 | $67.0M | 0.00% | |
| 223 | IJHISHARES TR | 1,017 | $67.0M | 0.00% | |
| 224 | BXBLACKSTONE INC | 432 | $66.0M | 0.00% | |
| 225 | CSCOCISCO SYS INC | 857 | $66.0M | 0.00% | |
| 226 | BTCGRAYSCALE BITCOIN MINI TR ET | 1,711 | $66.0M | 0.00% | |
| 227 | MLB1MERCADOLIBRE INC | 33 | $66.0M | 0.00% | |
| 228 | ENBENBRIDGE INC | 1,366 | $65.0M | 0.00% | |
| 229 | UPSUNITED PARCEL SERVICE INC | 645 | $63.0M | 0.00% | |
| 230 | QQQEDIREXION SHS ETF TR | 624 | $63.0M | 0.00% | |
| 231 | VIGVANGUARD SPECIALIZED FUNDS | 288 | $63.0M | 0.00% | |
| 232 | EVRGEVERGY INC | 872 | $63.0M | 0.00% | |
| 233 | GEVGE VERNOVA INC | 96 | $63.0M | 0.00% | |
| 234 | SCHGSCHWAB STRATEGIC TR | 1,912 | $62.0M | 0.00% | |
| 235 | AQLTISHARES TR | 2,726 | $62.0M | 0.00% | |
| 236 | MOALTRIA GROUP INC | 1,067 | $61.0M | 0.00% | |
| 237 | VGTVANGUARD WORLD FD | 80 | $60.0M | 0.00% | |
| 238 | RCLROYAL CARIBBEAN GROUP | 218 | $60.0M | 0.00% | |
| 239 | IQDGWISDOMTREE TR | 1,440 | $59.0M | 0.00% | |
| 240 | XRPRETF OPPORTUNITIES TRUST | 4,004 | $59.0M | 0.00% | |
| 241 | ESEVERSOURCE ENERGY | 850 | $57.0M | 0.00% | |
| 242 | GLDMWORLD GOLD TR | 662 | $56.0M | 0.00% | |
| 243 | LRCXLAM RESEARCH CORP | 330 | $56.0M | 0.00% | |
| 244 | NDQINVESCO QQQ TR | 93 | $56.0M | 0.00% | |
| 245 | NRANRG ENERGY INC | 352 | $56.0M | 0.00% | |
| 246 | NINISOURCE INC | 1,328 | $55.0M | 0.00% | |
| 247 | GMGENERAL MTRS CO | 655 | $53.0M | 0.00% | |
| 248 | DVNDEVON ENERGY CORP NEW | 1,473 | $53.0M | 0.00% | |
| 249 | EWXSPDR INDEX SHS FDS | 801 | $52.0M | 0.00% | |
| 250 | VSDBVANGUARD MALVERN FDS | 668 | $51.0M | 0.00% | |
| 251 | KMIKINDER MORGAN INC DEL | 1,825 | $50.0M | 0.00% | |
| 252 | VGITVANGUARD SCOTTSDALE FDS | 841 | $50.0M | 0.00% | |
| 253 | FQIDIGITAL RLTY TR INC | 326 | $50.0M | 0.00% | |
| 254 | EPDENTERPRISE PRODS PARTNERS L | 1,558 | $49.0M | 0.00% | |
| 255 | TYLTYLER TECHNOLOGIES INC | 107 | $48.0M | 0.00% | |
| 256 | PWBINVESCO EXCHANGE TRADED FD T | 362 | $46.0M | 0.00% | |
| 257 | MDTMEDTRONIC PLC | 483 | $46.0M | 0.00% | |
| 258 | VFQYVANGUARD WELLINGTON FD | 302 | $46.0M | 0.00% | |
| 259 | UNHUNITEDHEALTH GROUP INC | 141 | $46.0M | 0.00% | |
| 260 | SPOTSPOTIFY TECHNOLOGY S A | 79 | $45.0M | 0.00% | |
| 261 | FPXFIRST TR EXCHANGE-TRADED FD | 274 | $44.0M | 0.00% | |
| 262 | DFISDIMENSIONAL ETF TRUST | 1,352 | $44.0M | 0.00% | |
| 263 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 1,842 | $44.0M | 0.00% | |
| 264 | NOBLPROSHARES TR | 427 | $44.0M | 0.00% | |
| 265 | NKENIKE INC | 691 | $44.0M | 0.00% | |
| 266 | SPEMSPDR INDEX SHS FDS | 946 | $44.0M | 0.00% | |
| 267 | JGROJ P MORGAN EXCHANGE TRADED F | 466 | $43.0M | 0.00% | |
| 268 | OGSONE GAS INC | 545 | $42.0M | 0.00% | |
| 269 | KLACKLA CORP | 34 | $41.0M | 0.00% | |
| 270 | SAPSAP SE | 170 | $41.0M | 0.00% | |
| 271 | TSNTYSON FOODS INC | 703 | $41.0M | 0.00% | |
| 272 | IDUISHARES TR | 370 | $40.0M | 0.00% | |
| 273 | OPENOPENDOOR TECHNOLOGIES INC | 7,000 | $40.0M | 0.00% | |
| 274 | SCHWSCHWAB CHARLES CORP | 403 | $40.0M | 0.00% | |
| 275 | SOSOUTHERN CO | 453 | $39.0M | 0.00% | |
| 276 | MLPAGLOBAL X FDS | 821 | $39.0M | 0.00% | |
| 277 | VFCV F CORP | 2,186 | $39.0M | 0.00% | |
| 278 | YUMYUM BRANDS INC | 261 | $39.0M | 0.00% | |
| 279 | AORISHARES TR | 594 | $38.0M | 0.00% | |
| 280 | HSYHERSHEY CO | 211 | $38.0M | 0.00% | |
| 281 | DYHTARGET CORP | 390 | $38.0M | 0.00% | |
| 282 | SWKSTANLEY BLACK & DECKER INC | 508 | $37.0M | 0.00% | |
| 283 | BENFRANKLIN RESOURCES INC | 1,550 | $37.0M | 0.00% | |
| 284 | MAMASTERCARD INCORPORATED | 66 | $37.0M | 0.00% | |
| 285 | ITOTISHARES TR | 300 | $36.0M | 0.00% | |
| 286 | CWTCALIFORNIA WTR SVC GROUP | 846 | $36.0M | 0.00% | |
| 287 | USMVISHARES TR | 373 | $35.0M | 0.00% | |
| 288 | DWDMORGAN STANLEY | 202 | $35.0M | 0.00% | |
| 289 | HEFAISHARES TR | 837 | $34.0M | 0.00% | |
| 290 | DGROISHARES TR | 496 | $34.0M | 0.00% | |
| 291 | MTSIMACOM TECH SOLUTIONS HLDGS I | 200 | $34.0M | 0.00% | |
| 292 | ASMLASML HOLDING N V | 31 | $33.0M | 0.00% | |
| 293 | NUTXNUTEX HEALTH INC | 200 | $32.0M | 0.00% | |
| 294 | LDOSLEIDOS HOLDINGS INC | 180 | $32.0M | 0.00% | |
| 295 | CMCSACOMCAST CORP NEW | 1,084 | $32.0M | 0.00% | |
| 296 | IDV*ISHARES TR | 819 | $32.0M | 0.00% | |
| 297 | BROBROWN & BROWN INC | 399 | $31.0M | 0.00% | |
| 298 | CWEN/ACLEARWAY ENERGY INC | 1,000 | $31.0M | 0.00% | |
| 299 | DBRGDIGITALBRIDGE GROUP INC | 2,000 | $30.0M | 0.00% | |
| 300 | CMICUMMINS INC | 59 | $30.0M | 0.00% |