Beaird Harris Wealth Management, LLC

Est. AUM

$1.47B

13F long equity, this entity only

Positions

686

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	SHORT DURATION F	$148.9M	3109706	10.12%	SOLE
2	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$136.3M	3229394	9.27%	SOLE
3	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$108.2M	1342478	7.36%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$92.2M	154261	6.27%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$82.6M	748037	5.62%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$78.6M	2139327	5.35%	SOLE
7	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$60.6M	1149077	4.12%	SOLE
8	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$59.4M	1224800	4.04%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS US LARG	$57.8M	744755	3.93%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$47.5M	742002	3.23%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$46.2M	572766	3.14%	SOLE
12	VANGUARD MUN BD FDS	TAX EXEMPT BD	$44.6M	894199	3.03%	SOLE
13	AMERICAN CENTY ETF TR	INTL SMCP VLU	$42.6M	426729	2.90%	SOLE
14	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$38.1M	795703	2.59%	SOLE
15	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$37.7M	529498	2.56%	SOLE
16	BITWISE BITCOIN ETF TR	SHS BEN INT	$34.4M	934247	2.34%	SOLE
17	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$34.2M	632699	2.32%	SOLE
18	DIMENSIONAL ETF TRUST	US TARGETED VLU	$30.3M	484876	2.06%	SOLE
19	VANGUARD MALVERN FDS	STRM INFPROIDX	$15.2M	304638	1.03%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$12.8M	39838	0.87%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$12.7M	19511	0.87%	SOLE
22	VANGUARD MALVERN FDS	SHORT DURATION B	$10.3M	134655	0.70%	SOLE
23	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$10.0M	98904	0.68%	SOLE
24	TESLA INC	COM	$9.9M	26631	0.67%	SOLE
25	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.9M	67810	0.67%	SOLE
26	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$9.9M	417511	0.67%	SOLE
27	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$9.5M	127128	0.65%	SOLE
28	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$9.1M	267339	0.62%	SOLE
29	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$8.6M	115354	0.59%	SOLE
30	AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$8.4M	184187	0.57%	SOLE
31	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$7.2M	115744	0.49%	SOLE
32	APPLE INC	COM	$6.6M	25899	0.45%	SOLE
33	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$6.3M	134151	0.43%	SOLE
34	STRATEGY INC	CL A NEW	$5.7M	45485	0.39%	SOLE
35	ISHARES TR	INTERNATIONAL SL	$5.4M	128925	0.37%	SOLE
36	SCHWAB STRATEGIC TR	MUN BD ETF	$4.9M	192462	0.33%	SOLE
37	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.6M	7089	0.31%	SOLE
38	NVIDIA CORPORATION	COM	$4.3M	24761	0.29%	SOLE
39	ISHARES TR	NATIONAL MUN ETF	$4.3M	40102	0.29%	SOLE
40	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$4.2M	54092	0.29%	SOLE
41	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.1M	52671	0.28%	SOLE
42	FIDELITY WISE ORIGIN BITCOIN	SHS	$3.9M	66251	0.27%	SOLE
43	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.8M	53959	0.26%	SOLE
44	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$3.3M	93033	0.22%	SOLE
45	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$3.1M	69449	0.21%	SOLE
46	ONEOK INC NEW	COM	$2.9M	31636	0.19%	SOLE
47	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$2.8M	115738	0.19%	SOLE
48	VANGUARD INDEX FDS	SM CP VAL ETF	$2.7M	12299	0.18%	SOLE
49	SHERWIN WILLIAMS CO	COM	$2.4M	7493	0.16%	SOLE
50	VANGUARD INDEX FDS	VALUE ETF	$2.4M	12119	0.16%	SOLE

1–50 of 686

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.