§ 13F · FUND PROFILE
Beaird Harris Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1410.6T (13F)Positions · 727Turnover · — · Q4Filed · Feb 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | 3.20M | $153.7T | 10.6% | +8% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 3.22M | $137.2T | 9.4% | +2% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 1.33M | $100.7T | 6.9% | +3% |
| 4 | VOO | VANGUARD INDEX FDS | 146K | $91.6T | 6.3% | +9% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 2.05M | $77.9T | 5.4% | +10% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 737K | $75.2T | 5.2% | +4% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 1.27M | $59.1T | 4.1% | −1% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 1.17M | $58.5T | 4.0% | −1% |
| 9 | AVLC | AMERICAN CENTY ETF TR | 661K | $52.0T | 3.6% | +10% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 729K | $45.5T | 3.1% | +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 $1410603.8 trillion in assets. The fund runs a broad portfolio of 727 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed