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CIK: 0001908938
Total reported value
$1.6B
$1.6B
511 檔
25.9%
At the close of Q3 2024, Beaird Harris Wealth Management, LLC disclosed equity holdings valued at approximately $1.6B, spread across 511 reported holdings.
In Q3 2024, Beaird Harris Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 511 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.93% | -0.55% | +4.25% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 10.38% | -0.55% | +4.95% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.74% | +0.22% | +8.23% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.78% | +0.08% | -0.49% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.32% | +0.24% | +5.98% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.24% | -0.26% | +6.32% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.11% | +0.45% | +16.16% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.74% | +0.01% | +18.00% | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.64% | -0.25% | -3.05% | |
| 10 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.62% | -0.18% | +0.66% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 3.62% | -0.25% | +5.76% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.57% | -0.19% | +3.26% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.46% | +0.05% | -8.49% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.03% | +0.21% | -1.28% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.67% | +0.09% | +5.34% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 2.46% | +0.01% | -2.03% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.42% | -0.14% | +5.08% | |
| 18 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 2.32% | +0.81% | +20.65% | |
| 19 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.51% | -0.08% | -4.04% | |
| 20 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 1.08% | -0.07% | -4.16% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.03% | -0.03% | -12.82% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.06% | +2.52% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.78% | +0.01% | -1.49% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.67% | +0.03% | -3.51% | |
| 25 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.64% | -0.47% | +135.68% | |
| 26 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.63% | -0.03% | -0.47% | |
| 27 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.59% | +0.03% | -0.75% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.03% | +1089.78% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.07% | +13.37% | |
| 30 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.55% | -0.06% | — | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.53% | -0.03% | -3.69% | |
| 32 | ISCF | Ishares International Small | ETF-Other | 0.48% | -0.03% | -3.54% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.03% | -5.19% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | -0.02% | +0.50% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.38% | -0.01% | +11.82% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.03% | +2.66% | |
| 37 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.35% | -0.01% | -0.16% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.02% | -14.95% | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.26% | +0.02% | +11.92% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.01% | -11.46% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.25% | — | -40.40% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.03% | +32.76% | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.25% | +0.05% | +1.45% | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.24% | -0.02% | -27.61% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.03% | -10.69% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.19% | -0.01% | +2.70% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.18% | -0.01% | -1.45% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.17% | -0.01% | +13.52% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | — | -0.62% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.6% | +1089.78% | Add |
| 2 | DUHP | Dimensional US High Profi Et | +0.5% | +18.00% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | +16.16% | Add |
| 4 | BITB | Bitwise Bitcoin ETF | +0.4% | +135.68% | Add |
| 5 | AVLC | Avantis US Lg Cap Eq ETF | +0.4% | +20.65% | Add |
| 6 | AVLV | Avantis US Large Cap Value | +0.3% | +8.23% | Add |
| 7 | AVUV | Avantis US Small Cap Value | +0.2% | +5.98% | Add |
| 8 | FLOT | Ishares Floating Rate Bond E | +0.2% | NEW | New buy |
| 9 | DFAR | Dimensional US Real Est ETF | +0.2% | -3.05% | Trim |
| 10 | DFIV | Dimensional International Va | +0.1% | +5.76% | Add |
| 11 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +5.08% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.34% | Add |
| 13 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.1% | NEW | New buy |
| 14 | GSEW | Goldman Sachs Eql Wght Large | +0.1% | NEW | New buy |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +1736.09% | Add |
| 16 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.1% | NEW | New buy |
| 17 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +2900.00% | Add |
| 18 | XLK | Ss Technology Select Sector | +0.1% | +293.75% | Add |
| 19 | DFCF | Dimensional Core Fixed Inc | +0.1% | +4.25% | Add |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +999.36% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +13.37% | Add |
| 22 | VNQ | Vanguard Real Estate ETF | +0.1% | +11.82% | Add |
| 23 | XLF | Ss Financial Select Sector | +0.1% | +400.42% | Add |
| 24 | NVDA | Nvidia CORP | +0.1% | +32.76% | Add |
| 25 | VGK | Vanguard Ftse Europe ETF | +0.1% | NEW | New buy |
| 26 | XLC | Ss Comm Select Sector Spdr | +0.1% | NEW | New buy |
| 27 | NVDU | Direxion Daily Nvda Bull 2x | +0.1% | NEW | New buy |
| 28 | XLI | Ss Industrial Select Sector | +0.1% | NEW | New buy |
| 29 | XLY | Ss Consumer Disc Select Sect | +0.1% | +7996.97% | Add |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +21782.05% | Add |
| 31 | VOE | Vanguard Mid-cap Value ETF | 0% | +76775.00% | Add |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +6.32% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | — | +2.52% | Add |
| 34 | VEU | Vanguard Ftse All-world Ex-u | 0% | -1.49% | Trim |
| 35 | DFAT | Dimensional US Target Value | -0.1% | -2.03% | Trim |
| 36 | EPD | Enterprise Products Partners | -0.1% | EXIT | Sold out |
| 37 | COP | Conocophillips | -0.1% | -81.23% | Trim |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -14.95% | Trim |
| 39 | MSFT | Microsoft CORP | -0.1% | -11.46% | Trim |
| 40 | OKE | Oneok Inc | -0.1% | -27.61% | Trim |
| 41 | DFUV | Dimensional US Marketwide Va | -0.1% | -0.49% | Trim |
| 42 | TTC | Toro Co | -0.1% | EXIT | Sold out |
| 43 | VTIP | Vanguard Short-term Tips | -0.1% | +3.26% | Add |
| 44 | AVEM | Avantis Emerging Markets Eq | -0.1% | -1.28% | Trim |
| 45 | SHW | Sherwin-williams Co/the | -0.1% | -40.40% | Trim |
| 46 | DFSD | Dimensional Short Duration | -0.1% | +4.95% | Add |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | -0.2% | -12.82% | Trim |
| 48 | DFNM | Dimensional National Muni Bd | -0.2% | +0.66% | Add |
| 49 | HON | Honeywell International Inc | -0.3% | -97.81% | Trim |
| 50 | ET | Energy Transfer LP | -2.1% | -99.90% | Trim |
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 511 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFSD, AVLV) accounted for 25.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
FLOT
市值: $1.9M
Top Position Liquidated / Trimmed
TTC
前期市值: $904.7K
During Q3 2024, Beaird Harris Wealth Management, LLC's top holdings by market value included DFCF (10.9%)、DFSD (10.4%)、AVLV (5.7%). The largest single position, DFCF, represented 10.9% of total portfolio value.
In Q3 2024, Beaird Harris Wealth Management, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 27 positions, trimming 13 holdings, and fully liquidating 2 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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