§ 13F · FUND PROFILE
Beaird Harris Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 727Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | 3.11M | $149M | 10.1% | −3% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 3.23M | $136M | 9.3% | ±0% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 1.34M | $108M | 7.4% | +1% |
| 4 | VOO | VANGUARD INDEX FDS | 154K | $92M | 6.3% | +6% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 748K | $83M | 5.6% | +1% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 2.14M | $79M | 5.3% | +4% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 1.15M | $61M | 4.1% | −2% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 1.22M | $59M | 4.0% | −3% |
| 9 | AVLC | AMERICAN CENTY ETF TR | 745K | $58M | 3.9% | +13% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 742K | $48M | 3.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEAIRD SIGNAL
AC read
Beaird Harris Wealth Management, LLC is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 727 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed