EdgeMarket › What Beaird Harris Wealth Management, Llc reported owning
What Beaird Harris Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
686Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFSD Dimensional Short-Duration Fixed Income ETF | 148.9M | 10.1% | 3.1M | 47.31 | -1.5% |
| DFCF Dimensional Core Fixed Income ETF | 136.3M | 9.3% | 3.2M | 41.47 | -1.9% |
| AVLV Avantis U.S. Large Cap Value ETF | 108.2M | 7.4% | 1.3M | 94.64 | +34.1% |
| VOO Vanguard S&P 500 ETF | 92.2M | 6.3% | 154.3K | 703.71 | +20.0% |
| AVUV Avantis U.S. Small Cap Value ETF | 82.6M | 5.6% | 748.0K | 126.45 | +33.2% |
| DUHP Dimensional US High Profitability ETF | 78.6M | 5.3% | 2.1M | 42.41 | +15.6% |
| DFIV Dimensional International Value ETF | 60.6M | 4.1% | 1.1M | 58.31 | +27.8% |
| DFUV Dimensional US Marketwide Value ETF | 59.4M | 4.0% | 1.2M | 57.43 | +31.9% |
| AVLC Avantis U.S. Large Cap Equity ETF | 57.8M | 3.9% | 744.8K | 91.61 | +24.9% |
| VEA Vanguard FTSE Developed Markets ETF | 47.5M | 3.2% | 742.0K | 73.42 | +24.7% |
| AVEM Avantis Emerging Markets Equity ETF | 46.2M | 3.1% | 572.8K | 94.24 | +33.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 44.6M | 3.0% | 894.2K | 49.54 | +1.4% |
| AVDV Avantis International Small Cap Value ETF | 42.6M | 2.9% | 426.7K | 111.95 | +32.8% |
| DFNM Dimensional National Municipal Bond ETF | 38.1M | 2.6% | 795.7K | 47.57 | +0.5% |
| DFAS Dimensional U.S. Small Cap ETF | 37.7M | 2.6% | 529.5K | 83.02 | +25.5% |
| BITB Bitwise Bitcoin ETF | 34.4M | 2.3% | 934.2K | 41.82 | -32.7% |
| DFGP Dimensional Global Core Plus Fixed Income ETF | 34.2M | 2.3% | 632.7K | 53.24 | -2.9% |
| DFAT Dimensional U.S. Targeted Value ETF | 30.3M | 2.1% | 484.9K | 71.67 | +26.9% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 15.2M | 1.0% | 304.6K | 49.79 | -1.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 12.8M | 0.9% | 39.8K | 378.24 | +20.5% |
| IVV iShares Core S&P 500 ETF | 12.7M | 0.9% | 19.5K | 769.31 | +20.0% |
| VSDB Vanguard Short Duration Bond ETF | 10.3M | 0.7% | 134.7K | 75.95 | -0.4% |
| VTES Vanguard Wellington Fund Vanguard Short-Term T | 10.0M | 0.7% | 98.9K | 100.85 | -0.7% |
| TSLA Tesla, Inc. | 9.9M | 0.7% | 26.6K | 362.86 | +12.0% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 9.9M | 0.7% | 67.8K | 160.06 | +15.9% |
| DFAR Dimensional US Real Estate ETF | 9.9M | 0.7% | 417.5K | 26.48 | +12.6% |
| VEU Vanguard FTSE All World Ex US ETF | 9.5M | 0.6% | 127.1K | 85.69 | +23.3% |
| DFAE Dimensional Emerging Core Equity Market ETF | 9.1M | 0.6% | 267.3K | 39.49 | +32.0% |
| AVIV Avantis International Large Cap Value ETF | 8.6M | 0.6% | 115.4K | 83.50 | +27.1% |
| AVMU Avantis Core Municipal Fixed Income ETF | 8.4M | 0.6% | 184.2K | 45.11 | +1.9% |
| AVSC Avantis U.S Small Cap Equity ETF | 7.2M | 0.5% | 115.7K | 73.84 | +35.4% |
| AAPL Apple Inc. | 6.6M | 0.4% | 25.9K | 309.35 | +36.9% |
| SCHC Schwab International Small-Cap Equity ETF | 6.3M | 0.4% | 134.2K | 51.25 | +17.4% |
| MSTR Strategy Inc | 5.7M | 0.4% | 45.5K | 119.25 | -65.4% |
| ISCF iShares International Small-Cap Equity Factor | 5.4M | 0.4% | 128.9K | 46.03 | +14.8% |
| SCMB Schwab Municipal Bond ETF | 4.9M | 0.3% | 192.5K | 25.29 | +0.7% |
| SPY SPDR S&P 500 ETF TRUST | 4.6M | 0.3% | 7.1K | 765.72 | +20.0% |
| NVDA NVIDIA CORP | 4.3M | 0.3% | 24.8K | 214.72 | +22.4% |
| MUB iShares National Muni Bond ETF | 4.3M | 0.3% | 40.1K | 105.34 | +1.2% |
| VPLS Vanguard Core Plus Bond ETF | 4.2M | 0.3% | 54.1K | 76.36 | -1.8% |
| BSV Vanguard Short-Term Bond ETF | 4.1M | 0.3% | 52.7K | 77.57 | -1.4% |
| FBTC Fidelity Wise Origin Bitcoin Fund | 3.9M | 0.3% | 66.3K | 67.02 | -32.8% |
| DFUS Dimensional U.S. Equity Market ETF | 3.8M | 0.3% | 54.0K | 83.64 | +20.8% |
| PHYS Sprott Physical Gold Trust | 3.3M | 0.2% | 93.0K | 35.00 | +36.2% |
| AVRE Avantis Real Estate ETF | 3.1M | 0.2% | 69.4K | 48.26 | +8.0% |
| OKE ONEOK INC /NEW/ | 2.9M | 0.2% | 31.6K | 93.33 | +26.7% |
| PSLV Sprott Physical Silver Trust | 2.8M | 0.2% | 115.7K | 22.84 | +77.9% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 2.7M | 0.2% | 12.3K | 249.18 | +22.7% |
| SHW SHERWIN WILLIAMS CO | 2.4M | 0.2% | 7.5K | 346.59 | -5.6% |
| VTV Vanguard Morningstar Value ETF | 2.4M | 0.2% | 12.1K | 226.40 | +24.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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