Beaird Harris Wealth Management, LLC Incresed Positions in Q3 2025

Beaird Harris Wealth Management, LLC

  • $1.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
375K
+ 14.54%
$47.86 - $48.43 $18M - $18.2M
2.96M $142M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.3K
+ 16.82%
$567.77 - $614.76 $11M - $11.9M
134K $82.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
318K
+ 20.68%
$35.76 - $37.93 $11.4M - $12M
1.85M $70M
AVLV
American Centy ETF Tr Avantis
89.9K
+ 7.51%
$68.33 - $72.69 $6.14M - $6.53M
1.29M $93M
AVUV
American Centy ETF Tr Avantis

ETFs
43.7K
+ 6.6%
$90.37 - $102.12 $3.95M - $4.46M
706K $70.2M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
117K
+ 3.86%
$41.8 - $43.15 $4.9M - $5.06M
3.15M $135M
AVEM
American Centy ETF Tr Avantis

ETFs
3.1K
+ 0.53%
$68.33 - $75.41 $212K - $234K
589K $44.2M
DFIV
Dimensional ETF Tr

ETFs
1.77K
+ 0.15%
$42.66 - $46.53 $75.5K - $82.4K
1.19M $54.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
58.7K
+ 6.77%
$48.5 - $50.19 $2.85M - $2.95M
926K $46.4M
VEA
Vanguard Ftse Developed Market

ETFs
20.9K
+ 3.0%
$56.02 - $60.3 $1.17M - $1.26M
718K $43M
HOOD
Robinhood Markets, Inc.

Technology
313
+ 1.04%
$91.27 - $143.18 $28.6K - $44.8K
30.4K $4.35M
AAPL
Apple Inc.

Technology
855
+ 3.35%
$202.38 - $256.87 $173K - $220K
26.4K $6.73M
NVDA
Nvidia Corp

Technology
3.84K
+ 16.6%
$153.3 - $186.58 $588K - $716K
26.9K $5.03M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
14.3K
+ 1.74%
$47.18 - $48.17 $677K - $691K
836K $40.1M
VTI
Vanguard Total Stock Market Et

ETFs
111
+ 0.3%
$303.93 - $329.86 $33.7K - $36.6K
37.1K $12.2M
TXN
Texas Instruments Inc

Technology
3.04K
+ 83.34%
N/A
6.68K $1.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.25K
+ 10.73%
$78.11 - $79.07 $488K - $494K
64.5K $5.09M
RTX
Raytheon Technologies Corp

Industrials
2.71K
+ 447.85%
$144.19 - $167.33 $390K - $453K
3.31K $553K
GOOGL
Alphabet Inc.

Communication Services
812
+ 23.71%
$174.36 - $254.72 $142K - $207K
4.24K $1.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.6K
+ 98.99%
$72.57 - $74.72 $406K - $418K
11.3K $836K
PLTR
Palantir Technologies Inc.

Technology
434
+ 9.72%
$130.68 - $186.97 $56.7K - $81.1K
4.9K $893K
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 18.98%
$211.65 - $238.24 $254K - $286K
7.52K $1.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.07%
$617.65 - $666.84 $2.47K - $2.67K
5.38K $3.58M
GLD
Spdr Gold Trust

ETFs
310
+ 10.55%
$300.96 - $355.47 $93.3K - $110K
3.25K $1.15M
VB
Vanguard Small Cap ETF

ETFs
204
+ 2.56%
$237.58 - $259.17 $48.5K - $52.9K
8.16K $2.08M
MUB
Ishares National Muni Bond ETF

ETFs
942
+ 2.41%
$103.24 - $106.68 $97.3K - $100K
40.1K $4.27M
ONDS
Ondas Holdings Inc.

Technology
10K
+ 61.54%
$1.75 - $7.88 $17.5K - $78.8K
26.3K $204K
VTV
Vanguard Value ETF

ETFs
254
+ 2.05%
$175.51 - $186.57 $44.6K - $47.4K
12.7K $2.36M
ABBV
Abb Vie Inc.

Healthcare
35
+ 1.14%
$184.85 - $231.54 $6.47K - $8.1K
3.1K $716K
CAT
Caterpillar Inc

Industrials
103
+ 14.57%
$390.92 - $477.15 $40.3K - $49.1K
810 $386K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
76
+ 4.49%
$224.68 - $282.71 $17.1K - $21.5K
1.77K $493K
JPM
Jpmorgan Chase & CO

Financial Services
148
+ 6.98%
$282.78 - $316.06 $41.9K - $46.8K
2.27K $715K
JNJ
Johnson & Johnson

Healthcare
145
+ 6.49%
$155.17 - $185.42 $22.5K - $26.9K
2.38K $441K
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 0.87%
$420.11 - $472.68 $6.3K - $7.09K
1.74K $815K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.46%
$357.4 - $423.42 $3.22K - $3.81K
1.96K $794K
UBER
Uber Technologies, Inc

Technology
757
+ 494.77%
$86.91 - $99.57 $65.8K - $75.4K
910 $89K
CVX
Chevron Corp

Energy
14
+ 0.27%
$145.57 - $161.83 $2.04K - $2.27K
5.29K $822K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.03%
$98.99 - $112.2 $198 - $224
5.87K $648K
VOOV
Vanguard S&P 500 Value ETF

ETFs
25
+ 0.47%
$187.97 - $199.47 $4.7K - $4.99K
5.4K $1.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
150
+ 4.63%
$164.63 - $174.58 $24.7K - $26.2K
3.39K $591K
EFV
Msci Eafe Value ETF

ETFs
484
+ 9.55%
$62.79 - $68.42 $30.4K - $33.1K
5.55K $376K
NRG
Nrg Energy, Inc.

Utilities
335
+ 1970.59%
$144.77 - $173.91 $48.5K - $58.3K
352 $57K
SCHX
Schwab Strategic Tr Us Large C

ETFs
68
+ 0.26%
$24.46 - $26.5 $1.66K - $1.8K
26.7K $703K
VO
Vanguard Mid Cap ETF

ETFs
12
+ 0.34%
$279.83 - $293.74 $3.36K - $3.52K
3.49K $1.03M
AMD
Advanced Micro Devices Inc

Technology
252
+ 48.93%
$134.8 - $184.42 $34K - $46.5K
767 $124K
IAU
Ishares Gold Trust

ETFs
250
+ 8.29%
$61.62 - $72.77 $15.4K - $18.2K
3.26K $237K
LLY
Eli Lilly & CO

Healthcare
72
+ 14.4%
$625.65 - $812.69 $45K - $58.5K
572 $436K
COF
Capital One Financial Corp

Financial Services
210
+ 350.0%
$207.29 - $229.74 $43.5K - $48.2K
270 $57K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
23
+ 0.57%
$85.31 - $97.03 $1.96K - $2.23K
4.07K $387K
Activity Summary
Buys All Purchases 413 New Holdings 147 Increased Positions 266 Sells All Sells 117 Reductions 115 Sold out 2 Options Calls 1 Puts 0
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