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CIK: 0001908938
Total reported value
$1.6B
$1.6B
719 檔
23.9%
As reported in its official Q2 2024 Form 13F filing, Beaird Harris Wealth Management, LLC's tracked investment portfolio stood at $1.6B with 719 total positions.
During Q2 2024, Beaird Harris Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 719 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.86% | -0.55% | +5.80% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 10.49% | -0.55% | +5.57% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.45% | +0.22% | +20.53% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.87% | +0.08% | -1.50% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.21% | -0.26% | +0.75% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.11% | +0.24% | +8.88% | |
| 7 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.81% | -0.18% | +0.76% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.78% | +0.05% | -33.92% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.67% | -0.19% | +2.69% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | +0.45% | +33.23% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.49% | -0.25% | -7.36% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.48% | -0.25% | -10.88% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.20% | +0.01% | — | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.13% | +0.21% | -21.08% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.55% | +0.09% | +0.58% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 2.52% | +0.01% | -5.47% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.28% | -0.14% | -1.69% | |
| 18 | ET | Energy Transfer LP | Stock-Energy | 2.09% | — | — | |
| 19 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.97% | +0.81% | — | |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.67% | -0.08% | -2.50% | |
| 21 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 1.19% | -0.07% | +5.50% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.18% | -0.03% | -47.94% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.06% | -1.16% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.80% | +0.01% | -2.60% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.71% | +0.03% | -11.71% | |
| 26 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.64% | -0.03% | -4.83% | |
| 27 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.60% | +0.03% | -8.36% | |
| 28 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.58% | -0.06% | — | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.55% | -0.03% | -9.36% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.07% | -0.46% | |
| 31 | ISCF | Ishares International Small | ETF-Other | 0.49% | -0.03% | -6.10% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.03% | +6.77% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.02% | +54.82% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.02% | +297.34% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.03% | -19.75% | |
| 36 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.35% | — | -0.65% | |
| 37 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.33% | -0.01% | +6.39% | |
| 38 | OKE | Oneok Inc | Stock-Energy | 0.32% | -0.02% | -19.60% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.01% | +29.49% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | -0.01% | -14.71% | |
| 41 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.28% | -0.47% | +3147.26% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | +0.03% | +9.90% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.25% | — | EXIT | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.25% | +0.05% | +0.24% | |
| 45 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.24% | +0.02% | +233.35% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.03% | +1096.93% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.20% | -0.01% | -7.25% | |
| 48 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.18% | +0.02% | -72.81% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.18% | -0.01% | -3.50% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | — | -1.64% |
According to official SEC Form 13F filings, Beaird Harris Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.6B across 719 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFSD, AVLV) accounted for 23.9% of total reported equity market value during Q2 2024.
During Q2 2024, Beaird Harris Wealth Management, LLC's top holdings by market value included DFCF (10.9%)、DFSD (10.5%)、AVLV (5.5%). The largest single position, DFCF, represented 10.9% of total portfolio value.
In Q2 2024, Beaird Harris Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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