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CIK: 0001908938
Total reported value
$1.6B
$1.6B
724 檔
32.7%
As reported in its official Q3 2025 Form 13F filing, Beaird Harris Wealth Management, LLC's tracked investment portfolio stood at $1.6B with 724 total positions.
In Q3 2025, Beaird Harris Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 724 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Short Duration | ETF-Other | 10.10% | -0.55% | +14.54% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.56% | -0.55% | +3.86% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.59% | +0.22% | +7.51% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.82% | +0.45% | +16.82% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.98% | +0.24% | +6.60% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.96% | +0.01% | +20.68% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.06% | +0.08% | -1.38% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.88% | -0.25% | +0.15% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.29% | -0.26% | +6.77% | |
| 10 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 3.26% | +0.81% | +15.01% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.14% | +0.21% | +0.53% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.05% | +0.09% | +3.00% | |
| 13 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 2.85% | -0.47% | +8.41% | |
| 14 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.84% | -0.18% | +1.74% | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.78% | -0.14% | -0.19% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.75% | +0.05% | -2.41% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.27% | -0.19% | -25.69% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 2.07% | +0.01% | +0.41% | |
| 19 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.83% | -0.25% | -39.64% | |
| 20 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.09% | +0.22% | +201.43% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | +0.03% | -1.04% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.06% | -2.80% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | +0.07% | +0.30% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.80% | -0.03% | -5.43% | |
| 25 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.78% | -0.08% | +2.49% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | +0.01% | -2.15% | |
| 27 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.68% | -0.07% | -11.94% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.63% | +0.03% | -1.46% | |
| 29 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.59% | -0.03% | -1.04% | |
| 30 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.50% | +0.03% | -1.90% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.03% | +3.35% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.48% | -0.03% | -1.85% | |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.45% | +0.02% | +4.53% | |
| 34 | ISCF | Ishares International Small | ETF-Other | 0.41% | -0.03% | -2.21% | |
| 35 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.38% | -0.06% | +0.72% | |
| 36 | MSTR | Strategy Inc | Stock-Tech | 0.37% | -0.16% | +1.38% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.03% | +10.73% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.03% | +16.60% | |
| 39 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.31% | +0.05% | +1.04% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | -0.02% | +2.41% | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.28% | +0.05% | -0.58% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.03% | +0.07% | |
| 43 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.23% | -0.01% | -10.37% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | -0.80% | |
| 45 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.19% | -0.08% | — | |
| 46 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.19% | -0.01% | — | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.19% | -0.01% | -1.11% | |
| 48 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.18% | -0.09% | — | |
| 49 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.18% | — | -0.01% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | — | +2.05% |
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 724 disclosed positions in Q3 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 DFSD, DFCF, AVLV) accounted for 32.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFGP
市值: $15.4M
Top Position Liquidated / Trimmed
DFUV
前期市值: $52.9M
During Q3 2025, Beaird Harris Wealth Management, LLC's top holdings by market value included DFSD (10.1%)、DFCF (9.6%)、AVLV (6.6%). The largest single position, DFSD, represented 10.1% of total portfolio value.
In Q3 2025, Beaird Harris Wealth Management, LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 16 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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