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Beaird Harris Wealth Management, LLC
Period ended Jun 30, 2026 · Latest filing Jul 8, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,596,458,743
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · SHOR DUR FIX ETF · 25434V864 · shares: $152,773,074
- DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $139,137,509
- AMERICAN CENTY ETF TR · US LARGE CAP VLU · 025072349 · shares: $121,063,735
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $107,281,186
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $93,556,348
- DIMENSIONAL ETF TRUST · US HIGH PROF ETF · 25434V831 · shares: $85,441,355
- AMERICAN CENTY ETF TR · AVANTIS US LARG · 025072158 · shares: $75,710,151
- DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $65,640,353
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $61,823,428
- AMERICAN CENTY ETF TR · AVANTIS EMGMKT · 025072604 · shares: $53,526,640
Reported holdings
709 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| KEURIG DR PEPPER INC | COM | 49271V100 | — | 0 shares | $13 |
| OPENDOOR TECHNOLOGIES INC | *W EXP 11/20/202 | 683712129 | — | 26 shares | $13 |
| DEUTSCHE BK AG | NAMEN AKT | D18190898 | — | 0 shares | $11 |
| YUM CHINA HLDGS INC | COM | 98850P109 | — | 0 shares | $11 |
| AMERICAN CENTY ETF TR | AVAN U S QUA ETF | 02507A507 | — | 0 shares | $9 |
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | — | 0 shares | $9 |
| OPENDOOR TECHNOLOGIES INC | *W EXP 11/20/202 | 683712137 | — | 26 shares | $8 |
| OPENDOOR TECHNOLOGIES INC | *W EXP 11/20/202 | 683712145 | — | 26 shares | $7 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | — | 0 shares | $1 |