Beaird Harris Wealth Management, LLC Portfolio Holdings

Beaird Harris Wealth Management, LLC

  • $1.19 Billion
  • Q2 2025

Beaird Harris Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 624 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 $128M, Dimensional ETF Tr Short Durat with a value of $124M, American Centy ETF Tr Avantis with a value of $81.6M, Vanguard Index Fds S&P 500 ETF with a value of $65.2M, and American Centy ETF Tr Avantis with a value of $60.3M.

Examining the 13F form we can see an increase of $90.1M in the current position value, from $1.1B to 1.19B.

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 $1.19 Billion
ETFs: $1.02 Billion
Technology: $24.8 Million
Consumer Cyclical: $16.5 Million
Financial Services: $7.24 Million
Energy: $6.3 Million
Healthcare: $3.53 Million
Basic Materials: $2.96 Million
Consumer Defensive: $2.04 Million
Other: $5.34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$308,000 0.03% of portfolio
1,104
Q2 2025 Added 1.38%
$0
$363,000 0.03% of portfolio
3,177
Q1 2025 Added 0.32%
$0
$304,000 0.03% of portfolio
2,963
Q4 2024 Reduced 1.3%
$0
$182,000 0.02% of portfolio
5,000
Q2 2025 New
$0
$210,000 0.02% of portfolio
620
Q2 2025 Reduced 17.33%
$0
$279,000 0.02% of portfolio
9,500
Q1 2024 New
$0
$192,000 0.02% of portfolio
7,610
Q4 2024 Added 100.0%
$0
$294,000 0.02% of portfolio
2,906
Q3 2024 New
$95.6B
$241,000 0.02% of portfolio
1,056
Q2 2025 Reduced 22.07%
$2.57B
$278,000 0.02% of portfolio
5,000
Q4 2021 New
$0
$183,000 0.02% of portfolio
1,664
Q1 2025 Added 2.78%
$153B
$193,000 0.02% of portfolio
380
Q2 2025 Added 0.8%
$0
$259,000 0.02% of portfolio
1,338
Q2 2025 Reduced 2.26%
$85.6B
$193,000 0.02% of portfolio
584
Q2 2025 Added 2.46%
$44.4B
$239,000 0.02% of portfolio
22,041
Q2 2025 Added 5.76%
$0
$253,000 0.02% of portfolio
3,192
Q2 2025 Reduced 3.94%
$53.5B
$187,000 0.02% of portfolio
3,014
Q1 2024 Added 26.16%
$2.65B
$192,000 0.02% of portfolio
9,000
Q2 2025 New
$0
$248,000 0.02% of portfolio
2,979
Q2 2025 Added 35.97%
$15B
$197,000 0.02% of portfolio
2,747
Q4 2024 Reduced 3.44%
$78.6B
$225,000 0.02% of portfolio
1,688
Q2 2025 Reduced 2.99%
$218B
$274,000 0.02% of portfolio
707
Q2 2025 Added 21.27%
$0
$289,000 0.02% of portfolio
9,912
Q2 2025 Added 418.41%
$0
$212,000 0.02% of portfolio
4,063
Q4 2024 Reduced 80.02%
$3.47B
$111,000 0.01% of portfolio
7,000
Q2 2025 New
$0
$131,000 0.01% of portfolio
1,000
Q2 2025 New
$0
$127,000 0.01% of portfolio
956
Q3 2024 Added 23.2%
$0
$61,000 0.01% of portfolio
990
Q2 2025 Added 13.14%
$0
$76,000 0.01% of portfolio
2,414
Q2 2024 New
$0
$121,000 0.01% of portfolio
1,112
Q2 2025 Added 74.29%
$0
$156,000 0.01% of portfolio
1,577
Q1 2025 Reduced 0.82%
$0
$97,000 0.01% of portfolio
1,821
Q4 2023 Added 34.89%
$182B
$137,000 0.01% of portfolio
3,177
Q2 2025 Reduced 22.4%
$0
$105,000 0.01% of portfolio
192
Q2 2025 Added 28.0%
$551B
$108,000 0.01% of portfolio
305
Q2 2025 Reduced 7.01%
$0
$72,000 0.01% of portfolio
1,350
Q2 2025 Reduced 9.21%
$0
$118,000 0.01% of portfolio
2,051
Q2 2024 New
$302B
$104,000 0.01% of portfolio
1,308
Q2 2025 Added 9.09%
$102B
$121,000 0.01% of portfolio
661
Q2 2025 Added 1.69%
$3.05B
$93,000 0.01% of portfolio
3,000
Q2 2025 Added 650.0%
$0
$80,000 0.01% of portfolio
561
Q2 2025 Reduced 8.03%
$7.38B
$81,000 0.01% of portfolio
2,250
Q1 2023 Reduced 2.47%
$79.9B
$68,000 0.01% of portfolio
218
Q2 2025 Added 0.46%
$3.01B
$170,000 0.01% of portfolio
2,356
Q1 2025 Added 100.0%
$10.6B
$77,000 0.01% of portfolio
5,610
Q2 2025 Added 3.41%
$9.26B
$84,000 0.01% of portfolio
1,000
Q1 2025 New
$368B
$158,000 0.01% of portfolio
996
Q2 2025 Added 0.3%
$77.3B
$85,000 0.01% of portfolio
457
Q2 2025 Added 1.78%
$57.7B
$87,000 0.01% of portfolio
734
Q1 2025 Reduced 1.21%

Summary

  • Portfolio
  • No. of Stocks 624
  • Current Value $1.19 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 138 stocks
  • Additional Purchases 196 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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