1y return+14.2%S&P 500 +20.9%
3y return+33.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $127 against $157 in the S&P 500.2
Beaird Harris Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFSDDimensional Etf Trust | $152.8M | 9.6% | +2.9% |
| DFCFDimensional Etf Trust | $139.1M | 8.7% | +2.1% |
| AVLVAmerican Centy Etf Tr | $121.1M | 7.6% | −1.1% |
| VOOVanguard Index Fds | $107.3M | 6.7% | +1.3% |
| AVUVAmerican Centy Etf Tr | $93.6M | 5.9% | |
| Dimensional Etf TrustCUSIP 25434V831 | $85.4M | 5.4% | −4.3% |
| AVLCAmerican Centy Etf Tr | $75.7M | 4.7% | +13.0% |
| DFUVDimensional Etf Trust | $65.6M | 4.1% | −2.6% |
| DFIVDimensional Etf Trust | $61.8M | 3.9% | |
| AVEMAmerican Centy Etf Tr | $53.5M | 3.4% | −3.1% |
| VEAVanguard Tax-managed Fds | $52.9M | 3.3% | |
| VTEBVanguard Mun Bd Fds | $44.3M | 2.8% | −2.1% |
| AVDVAmerican Centy Etf Tr | $44.0M | 2.8% | |
| Dimensional Etf TrustCUSIP 25434V500 | $41.6M | 2.6% | −4.6% |
| DFGPDimensional Etf Trust | $40.5M | 2.5% | +17.5% |
| DFNMDimensional Etf Trust | $38.5M | 2.4% | |
| Dimensional Etf TrustCUSIP 25434V609 | $33.0M | 2.1% | −2.6% |
| BITBBitwise Bitcoin Etf Tr | $29.9M | 1.9% | |
| VSDBVanguard Malvern Fds | $15.6M | 1.0% | +51.5% |
| VTIVanguard Index Fds | $15.1M | 0.9% | +2.3% |
| IVVIshares Tr | $14.8M | 0.9% | +1.5% |
| VTIPVanguard Malvern Fds | $13.4M | 0.8% | −12.6% |
| TSLATesla Inc | $11.2M | 0.7% | |
| VEUVanguard Intl Equity Index F | $10.5M | 0.7% | −1.5% |
| DFAEDimensional Etf Trust | $10.4M | 0.6% | −3.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $5.1M |
| AVSCAmerican Centy Etf Tr | June 30, 2022 | +78.8% | $8.4M |
| DFUVDimensional Etf Trust | June 30, 2022 | +74.1% | $65.6M |
| AVLVAmerican Centy Etf Tr | December 31, 2021 | +68.3% | $121.1M |
| DFIVDimensional Etf Trust | December 31, 2021 | +64.6% | $61.8M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $7.6M |
| AVDVAmerican Centy Etf Tr | December 31, 2021 | +59.6% | $44.0M |
| DFUSDimensional Etf Trust | December 31, 2021 | +58.5% | $4.9M |
| VOOVanguard Index Fds | December 31, 2021 | +57.3% | $107.3M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2021 | +57.2% | $5.4M |
Sold off last quarter
- AGQProshares Tr II was $1.2M
- IWVIshares Tr was $187K
- SHVIshares Tr was $80K
- Qorvo IncCUSIP 74736K101 was $77K
- EWXSpdr Index Shs Fds was $53K
- CWTCalifornia Wtr Svc Group was $38K
- GABGabelli Equity Tr Inc was $22K
- HHHHoward Hughes Holdings Inc was $20K
- BITWBitwise 10 Crypto Index Etf was $19K
- Dupont De Nemours IncCUSIP 26614N102 was $17K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | +0.2% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +3.4% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +2.7% | +8.3% |
| March 31, 2023 | +3.4% | +7.0% |
| December 31, 2022 | +9.7% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −1.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Beaird Harris Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1908938&type=13F-HR&dateb=&owner=include&count=40CIK 1908938
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1908938/000190893826000003/Filed July 8, 2026 · accession 0001908938-26-000003