Beaird Harris Wealth Management, LLC Portfolio Holdings

Beaird Harris Wealth Management, LLC has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 757 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $115M, Dimensional ETF Tr Short Durat with a value of $111M, American Centy ETF Tr Avantis with a value of $57.9M, Dimensional ETF Tr Us Marketwi with a value of $51.8M, and Vanguard Mun Bd Fds Tax Exempt with a value of $44.7M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $998M to 1.01B. Also it can be appreciated an additional of 184 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.