§ 13F · FUND PROFILE
Beaird Harris Wealth Management, LLC.
AUM · $1.6B (13F)Positions · 709Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | 3.20M | $153M | 9.6% | +3% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 3.30M | $139M | 8.7% | +2% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 1.33M | $121M | 7.6% | −1% |
| 4 | VOO | VANGUARD INDEX FDS | 156K | $107M | 6.7% | +1% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 750K | $94M | 5.9% | ±0% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 2.05M | $85M | 5.4% | −4% |
| 7 | AVLC | AMERICAN CENTY ETF TR | 842K | $76M | 4.7% | +13% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 1.19M | $66M | 4.1% | −3% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 1.14M | $62M | 3.9% | ±0% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 555K | $54M | 3.4% | −3% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 709 positions.
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