Institutional Manager · CIK 0001908938
Beaird Harris Wealth Management, LLC
DALLAS, TX · File #028-22540
Latest AUM
$1.45B
Positions
712
Top-10 Concentration
62.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025712 pos · $1.45B
- 13F HOLDINGS REPORTQ/E Sep 2025727 pos · $1.41B
- 13F HOLDINGS REPORTQ/E Jun 2025624 pos · $1.29B
- 13F HOLDINGS REPORTQ/E Mar 2025508 pos · $1.18B
- 13F HOLDINGS REPORTQ/E Dec 2024500 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Dec 2024513 pos · $1.14B
- 13F HOLDINGS REPORTQ/E Jun 2024757 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Mar 2024659 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Dec 2023457 pos · $835.3M
- 13F HOLDINGS REPORTQ/E Sep 2023503 pos · $835.5M
- 13F HOLDINGS REPORTQ/E Jun 2023503 pos · $557.1M
- 13F HOLDINGS REPORTQ/E Mar 2023742 pos · $535.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V864 | 3,204,807 | $153.7M | 11.20% |
| 2 | DIMENSIONAL ETF TRUST | 25434V872 | 3,223,364 | $137.2M | 10.00% |
| 3 | AMERICAN CENTY ETF TR | 025072349 | 1,329,332 | $100.7M | 7.34% |
| 4 | VANGUARD INDEX FDS | 922908363 | 146,086 | $91.6M | 6.68% |
| 5 | DIMENSIONAL ETF TRUST | 25434V831 | 2,048,402 | $77.9M | 5.68% |
| 6 | AMERICAN CENTY ETF TR | 025072877 | 737,326 | $75.2M | 5.48% |
| 7 | DIMENSIONAL ETF TRUST | 25434V724 | 1,269,014 | $59.1M | 4.31% |
| 8 | DIMENSIONAL ETF TRUST | 25434V807 | 1,171,961 | $58.5M | 4.26% |
| 9 | AMERICAN CENTY ETF TR | 025072158 | 661,326 | $52.0M | 3.79% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 729,098 | $45.5M | 3.32% |
| 11 | VANGUARD MUN BD FDS | 922907746 | 898,253 | $45.2M | 3.29% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 582,617 | $44.9M | 3.27% |
| 13 | AMERICAN CENTY ETF TR | 025072802 | 436,075 | $41.0M | 2.99% |
| 14 | DIMENSIONAL ETF TRUST | 25434V849 | 847,860 | $40.8M | 2.98% |
| 15 | DIMENSIONAL ETF TRUST | 25434V500 | 555,086 | $38.7M | 2.82% |
| 16 | BITWISE BITCOIN ETF TR | BITB | 767,422 | $36.5M | 2.66% |
| 17 | DIMENSIONAL ETF TRUST | 25434V609 | 496,848 | $29.6M | 2.16% |
| 18 | DIMENSIONAL ETF TRUST | 25434V583 | 427,954 | $23.1M | 1.69% |
| 19 | VANGUARD MALVERN FDS | 922020805 | 396,529 | $19.6M | 1.43% |
| 20 | ISHARES TR | 464287200 | 20,736 | $14.2M | 1.04% |