StockDriftsStockDriftsTop 50 Beaird Harris Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | 9.57% | 3.20M | $152.8M | +2.89%(+89.73K) | $46.93(+1.05%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.72% | 3.30M | $139.1M | +2.07%(+66.92K) | $41.97(-0.70%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 7.58% | 1.33M | $121.1M | -1.13%(-15.17K) | $57.07(+65.46%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.72% | 156.2K | $107.3M | +1.26%(+1.94K) | $492.70(+44.32%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.86% | 749.9K | $93.6M | +0.25%(+1.85K) | $82.85(+53.86%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.35% | 2.05M | $85.4M | -4.29%(-91.85K) | $33.69(+26.58%) | 2026-06-30 | |
| AVLC | AMERICAN CENTY ETF TR | 4.74% | 841.6K | $75.7M | +13.00%(+96.84K) | $69.21(+33.41%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.11% | 1.19M | $65.6M | -2.58%(-31.56K) | $31.72(+80.78%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.87% | 1.14M | $61.8M | -0.40%(-4.62K) | $32.28(+79.47%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.35% | 554.7K | $53.5M | -3.15%(-18.03K) | $53.80(+71.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.55% | +31.48% | — | — | +25.80% |
| Top 20 Holdings Unweighted | +10.63% | +35.41% | — | — | +24.74% |
Beaird Harris Wealth Management, LLC reports $1.60B in US-listed equity holdings across 707 positions in its most recent 13F filing. Its largest disclosed positions are DFSD (9.6%), DFCF (8.7%) and AVLV (7.6%). The top 20 holdings account for 82.14% of reported assets. Its disclosed equity book has returned +31.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beaird Harris Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908938). View Beaird Harris Wealth Management, LLC’s 13F filings on SEC