Beaird Harris Wealth Management, LLC Portfolio Holdings

Beaird Harris Wealth Management, LLC

  • $1.28 Billion
  • Q3 2025

Beaird Harris Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 727 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $142M, Dimensional ETF Tr Core Fxd In with a value of $135M, American Centy ETF Tr Avantis with a value of $93M, Vanguard Index Fds S&P 500 ETF with a value of $82.1M, and American Centy ETF Tr Avantis with a value of $70.2M.

Examining the 13F form we can see an increase of $91.3M in the current position value, from $1.19B to 1.28B. Also it can be appreciated an additional of 147 stocks purchases and 2 closed positions.

Beaird Harris Wealth Management, LLC is based out at Dallas, TX

Below you can find more details about Beaird Harris Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Billion
ETFs: $1.09 Billion
Technology: $29.3 Million
Consumer Cyclical: $20.4 Million
Financial Services: $7.81 Million
Energy: $5.85 Million
Healthcare: $3.29 Million
Basic Materials: $2.8 Million
Industrials: $2.58 Million
Other: $5.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$142 Million 11.13% of portfolio
2,956,759
Q3 2025 Added 14.54%
$0
$135 Million 10.54% of portfolio
3,154,360
Q3 2025 Added 3.86%
$0
$93 Million 7.26% of portfolio
1,286,875
Q3 2025 Added 7.51%
$0
$82.1 Million 6.41% of portfolio
134,048
Q3 2025 Added 16.82%
$0
$70.2 Million 5.49% of portfolio
705,596
Q3 2025 Added 6.6%
$0
$70 Million 5.47% of portfolio
1,853,805
Q3 2025 Added 20.68%
$0
$57.2 Million 4.47% of portfolio
1,280,572
Q3 2025 Reduced 1.38%
$0
$54.7 Million 4.27% of portfolio
1,185,998
Q3 2025 Added 0.15%
$0
$46.4 Million 3.62% of portfolio
926,283
Q3 2025 Added 6.77%
$0
$44.2 Million 3.45% of portfolio
588,841
Q3 2025 Added 0.53%
$0
$43 Million 3.36% of portfolio
717,676
Q3 2025 Added 3.0%
$0
$40.1 Million 3.13% of portfolio
836,330
Q3 2025 Added 1.74%
$0
$39.2 Million 3.06% of portfolio
439,978
Q3 2025 Reduced 0.19%
$0
$38.7 Million 3.03% of portfolio
565,746
Q3 2025 Reduced 2.41%
$0
$32.1 Million 2.5% of portfolio
633,092
Q3 2025 Reduced 25.69%
$0
$29.2 Million 2.28% of portfolio
500,864
Q3 2025 Added 0.41%
$1.29T
$13.7 Million 1.07% of portfolio
30,901
Q3 2025 Reduced 1.04%
$0
$13.4 Million 1.05% of portfolio
20,044
Q3 2025 Reduced 2.8%
$0
$12.2 Million 0.95% of portfolio
37,139
Q3 2025 Added 0.3%
$0
$11.2 Million 0.88% of portfolio
78,710
Q3 2025 Reduced 5.43%
$0
$9.67 Million 0.76% of portfolio
135,480
Q3 2025 Reduced 2.15%
$0
$9.66 Million 0.75% of portfolio
211,835
Q3 2025 Reduced 11.94%
$0
$8.85 Million 0.69% of portfolio
280,697
Q3 2025 Reduced 1.46%
$0
$8.27 Million 0.65% of portfolio
122,676
Q3 2025 Reduced 1.04%
$0
$7.03 Million 0.55% of portfolio
122,716
Q3 2025 Reduced 1.9%
$4.3T
$6.73 Million 0.53% of portfolio
26,413
Q3 2025 Added 3.35%
$0
$6.72 Million 0.52% of portfolio
147,584
Q3 2025 Reduced 1.85%
$0
$5.76 Million 0.45% of portfolio
139,976
Q3 2025 Reduced 2.21%
$1.87B
$5.19 Million 0.41% of portfolio
16,092
Q3 2025 Added 2.03%
$0
$5.09 Million 0.4% of portfolio
64,498
Q3 2025 Added 10.73%
$465B
$5.03 Million 0.39% of portfolio
26,939
Q3 2025 Added 16.6%
$102B
$4.35 Million 0.34% of portfolio
30,413
Q3 2025 Added 1.04%
$0
$4.27 Million 0.33% of portfolio
40,086
Q3 2025 Added 2.41%
$0
$3.9 Million 0.3% of portfolio
53,810
Q3 2025 Reduced 0.58%
$0
$3.58 Million 0.28% of portfolio
5,379
Q3 2025 Added 0.07%
$0
$3.29 Million 0.26% of portfolio
73,997
Q3 2025 Reduced 10.37%
$3.78T
$3.27 Million 0.26% of portfolio
6,312
Q3 2025 Reduced 0.8%
$0
$2.63 Million 0.21% of portfolio
12,591
Q3 2025 Reduced 1.11%
$5.75B
$2.63 Million 0.21% of portfolio
24,235
Q2 2025 New
$0
$2.63 Million 0.21% of portfolio
88,930
Q1 2025 Reduced 1.21%
$0
$2.6 Million 0.2% of portfolio
165,624
Q1 2025 Reduced 0.97%
$86.1B
$2.59 Million 0.2% of portfolio
7,493
Q3 2025 Reduced 0.01%
$0
$2.36 Million 0.18% of portfolio
12,663
Q3 2025 Added 2.05%
$31.5B
$2.31 Million 0.18% of portfolio
31,630
Q3 2025 Reduced 0.01%
$0
$2.19 Million 0.17% of portfolio
28,783
Q1 2025 Reduced 0.79%
$0
$2.03 Million 0.16% of portfolio
22,175
Q3 2025 Reduced 55.37%
$0
$2.08 Million 0.16% of portfolio
8,163
Q3 2025 Added 2.56%
$0
$2.06 Million 0.16% of portfolio
26,343
Q3 2025 Reduced 0.78%
$0
$1.91 Million 0.15% of portfolio
49,550
Q3 2025 Reduced 0.56%

Summary

  • Portfolio
  • No. of Stocks 727
  • Current Value $1.28 Billion
  • Prior Value $1.19 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 147 stocks
  • Additional Purchases 266 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 115 stocks
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