SEC Form 13F

Beaird Harris Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-09
Reported value$1,596,458,743
Positions707

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$152,773,0743,199,436
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$139,137,5093,296,316
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$121,063,7351,327,308
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$107,281,186156,202
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$93,556,348749,891
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$85,441,3552,047,480
AMERICAN CENTY ETF TRAVLCAVANTIS US LARG$75,710,151841,598
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$65,640,3531,193,244
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$61,823,4281,144,454
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$53,526,640554,738

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