Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beaird Harris Wealth Management, LLC (CIK 1908938) reported $1.47B across 667 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFSD ($148.9M, 10.12%), DFCF ($136.3M, 9.27%), AVLV ($108.2M, 7.36%), VOO ($92.2M, 6.27%), AVUV ($82.6M, 5.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | $148.9M | 10.12% | 3.1M | Trimmed |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $136.3M | 9.27% | 3.2M | Added |
| 3 | AVLV | AMERICAN CENTY ETF TR | $108.2M | 7.36% | 1.3M | Added |
| 4 | VOO | VANGUARD INDEX FDS | $92.2M | 6.27% | 154,261 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $82.6M | 5.62% | 748,037 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $78.6M | 5.35% | 2.1M | Added |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $60.6M | 4.12% | 1.1M | Trimmed |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $59.4M | 4.03% | 1.2M | Trimmed |
| 9 | AVLC | AMERICAN CENTY ETF TR | $57.8M | 3.93% | 744,755 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $47.5M | 3.23% | 742,002 | Added |
| 11 | AVEM | AMERICAN CENTY ETF TR | $46.2M | 3.14% | 572,766 | Trimmed |
| 12 | VTEB | VANGUARD MUN BD FDS | $44.6M | 3.03% | 894,199 | Trimmed |
| 13 | AVDV | AMERICAN CENTY ETF TR | $42.6M | 2.90% | 426,729 | Trimmed |
| 14 | DFNM | DIMENSIONAL ETF TRUST | $38.1M | 2.59% | 795,703 | Trimmed |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $37.7M | 2.56% | 529,498 | Trimmed |
| 16 | BITB | BITWISE BITCOIN ETF TR | $34.4M | 2.34% | 934,247 | Added |
| 17 | DFGP | DIMENSIONAL ETF TRUST | $34.2M | 2.32% | 632,699 | Added |
| 18 | DFAT | DIMENSIONAL ETF TRUST | $30.3M | 2.06% | 484,876 | Trimmed |
| 19 | VTIP | VANGUARD MALVERN FDS | $15.2M | 1.03% | 304,638 | Trimmed |
| 20 | VTI | VANGUARD INDEX FDS | $12.8M | 0.87% | 39,838 | Added |
| 21 | IVV | ISHARES TR | $12.7M | 0.87% | 19,511 | Trimmed |
| 22 | VSDB | VANGUARD MALVERN FDS | $10.3M | 0.70% | 134,655 | Added |
| 23 | VTES | VANGUARD WELLINGTON FD | $10.0M | 0.68% | 98,904 | Trimmed |
| 24 | VSS | VANGUARD INTL EQUITY INDEX F | $9.9M | 0.67% | 67,810 | Trimmed |
| 25 | TSLA | TESLA INC | $9.9M | 0.67% | 26,631 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31