account_balance
Investment manager · 13F filer · SEC CIK 1908938
Beaird Harris Wealth Management, LLC
Reported value$1.6Bas of Jun 30, 2026
Positions707 81 new, 53 sold out
Top 10 weight59.9%DFSD alone is 10%
FiledJul 88 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DFSDDimensional ETF Trust
9.6%Added +3%
DFCFDimensional ETF Trust
8.7%Added +2%
AVLVAmerican Centy ETF Tr
7.6%
VOOVanguard Index FDS
6.7%
AVUVAmerican Centy ETF Tr
5.9%
DUHPDimensional ETF Trust
5.4%Trimmed −4%
AVLCAmerican Centy ETF Tr
4.7%Added +13%
DFUVDimensional ETF Trust
4.1%Trimmed −3%
DFIVDimensional ETF Trust
3.9%
AVEMAmerican Centy ETF Tr
3.4%Trimmed −3%
VEAVanguard Tax-managed FDS
3.3%
VTEBVanguard Mun Bd FDS
2.8%Trimmed −2%
DFSDDimensional ETF Trust
9.6%Added +3%
DFCFDimensional ETF Trust
8.7%Added +2%
AVLVAmerican Centy ETF Tr
7.6%
VOOVanguard Index FDS
6.7%
AVUVAmerican Centy ETF Tr
5.9%
DUHP5.4%
AVLC4.7%
DFUV4.1%
DFIV3.9%
AVEM3.4%
VEA3.3%
VTEB2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFSD Dimensional ETF Trust 9.6% Added +3%
DFCF Dimensional ETF Trust 8.7% Added +2%
AVLV American Centy ETF Tr 7.6% Held
VOO Vanguard Index FDS 6.7% Held
AVUV American Centy ETF Tr 5.9% Held
DUHP Dimensional ETF Trust 5.4% Trimmed −4%
AVLC American Centy ETF Tr 4.7% Added +13%
DFUV Dimensional ETF Trust 4.1% Trimmed −3%
DFIV Dimensional ETF Trust 3.9% Held
AVEM American Centy ETF Tr 3.4% Trimmed −3%
VEA Vanguard Tax-managed FDS 3.3% Held
VTEB Vanguard Mun Bd FDS 2.8% Trimmed −2%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- AIQ $296K
- ROBO $264K
- AVUS $175K
- AVDE $122K
arrow_upwardAdded
- VSDM +191%
- VCRM +111%
- VPLS +67%
- VSDB +51%
arrow_downwardTrimmed
- DFAR −38%
- SCMB −13%
- VTIP −13%
- AVMU −8%
remove_circleSold out
- AGQ $1.15M
- IWV $187K
- SHV $79.8K
- QRVO $77.4K