13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001908938
Total reported value
$1.6B
$1.6B
621 檔
28.8%
The Q2 2025 SEC filing reveals that Beaird Harris Wealth Management, LLC held a total portfolio value of $1.6B, covering 621 public equity positions.
In Q2 2025, Beaird Harris Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 621 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.93% | -0.55% | +1.24% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 9.59% | -0.55% | -2.05% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.32% | +0.22% | +7.13% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.04% | +0.45% | +6.58% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.67% | +0.24% | +11.93% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.25% | +0.08% | +1.13% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.23% | +0.01% | +3.48% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.92% | -0.25% | -0.50% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.31% | -0.19% | -1.07% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.29% | -0.26% | -0.97% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.25% | -0.25% | +3.25% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.11% | +0.21% | +1.50% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.07% | +0.09% | +1.08% | |
| 14 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.02% | -0.18% | +2.36% | |
| 15 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 2.87% | +0.81% | +14.38% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.86% | +0.05% | +1.62% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.70% | -0.14% | +0.58% | |
| 18 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 2.70% | -0.47% | +11.32% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 2.08% | +0.01% | +1.27% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.06% | +7.94% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.07% | +55.56% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.87% | -0.03% | -2.47% | |
| 23 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.83% | -0.07% | -5.29% | |
| 24 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.82% | -0.08% | -8.64% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | +0.03% | +18.10% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.72% | +0.01% | -1.76% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.64% | +0.03% | -0.53% | |
| 28 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.60% | -0.03% | -1.10% | |
| 29 | MSTR | Strategy Inc | Stock-Tech | 0.50% | -0.16% | +11.64% | |
| 30 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.50% | +0.03% | +3.33% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.50% | -0.03% | -2.89% | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.44% | +0.02% | +2.14% | |
| 33 | ISCF | Ishares International Small | ETF-Other | 0.43% | -0.03% | -3.88% | |
| 34 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.41% | -0.06% | -1.25% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.03% | +2.42% | |
| 36 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.39% | +0.22% | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.35% | -0.03% | -1.34% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.34% | -0.01% | +5.27% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.32% | -0.02% | +28.25% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.03% | +3.33% | |
| 41 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.28% | -0.01% | -1.35% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.28% | +0.05% | -2.28% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.03% | -0.17% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.01% | +5.05% | |
| 45 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.23% | -0.01% | — | |
| 46 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.22% | +0.05% | +49.75% | |
| 47 | OKE | Oneok Inc | Stock-Energy | 0.20% | -0.02% | +0.03% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.20% | — | +0.03% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.19% | -0.01% | +26.18% | |
| 50 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.17% | -0.08% | — |
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 621 disclosed positions in Q2 2025.
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 28.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFGP
市值: $5.0M
Top Position Liquidated / Trimmed
BXMT
前期市值: $480.5K
During Q2 2025, Beaird Harris Wealth Management, LLC's top holdings by market value included DFCF (9.9%)、DFSD (9.6%)、AVLV (6.3%). The largest single position, DFCF, represented 9.9% of total portfolio value.
In Q2 2025, Beaird Harris Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 12 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.