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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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