Beaird Harris Wealth Management, LLC - Portfolio overview

Beaird Harris Wealth Management, LLC has 774 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFSD - DIMENSIONAL ETF TRUST, 10.12%
2. DFCF - DIMENSIONAL ETF TRUST, 9.26%
3. AVLV - AMERICAN CENTY ETF TR, 7.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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