Beaird Harris Wealth Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.4B

Holdings

724

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (724 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	DFSDDIMENSIONAL ETF TRUST	2,956,759	$142.5M	10.10%
2	DFCFDIMENSIONAL ETF TRUST	3,154,360	$134.9M	9.56%
3	AVLVAMERICAN CENTY ETF TR	1,286,875	$93.0M	6.59%
4	VOOVANGUARD INDEX FDS	134,048	$82.1M	5.82%
5	AVUVAMERICAN CENTY ETF TR	705,596	$70.2M	4.98%
6	DUHPDIMENSIONAL ETF TRUST	1,853,805	$70.0M	4.96%
7	DFUVDIMENSIONAL ETF TRUST	1,280,572	$57.2M	4.06%
8	DFIVDIMENSIONAL ETF TRUST	1,185,998	$54.7M	3.88%
9	VTEBVANGUARD MUN BD FDS	926,283	$46.4M	3.29%
10	AVLCAMERICAN CENTY ETF TR	600,224	$45.9M	3.26%
11	AVEMAMERICAN CENTY ETF TR	588,841	$44.2M	3.14%
12	VEAVANGUARD TAX-MANAGED FDS	717,676	$43.0M	3.05%
13	BITBBITWISE BITCOIN ETF TR	646,513	$40.2M	2.85%
14	DFNMDIMENSIONAL ETF TRUST	836,330	$40.1M	2.84%
15	AVDVAMERICAN CENTY ETF TR	439,978	$39.2M	2.78%
16	DFASDIMENSIONAL ETF TRUST	565,746	$38.7M	2.75%
17	VTIPVANGUARD MALVERN FDS	633,092	$32.1M	2.27%
18	DFATDIMENSIONAL ETF TRUST	500,864	$29.2M	2.07%
19	DFARDIMENSIONAL ETF TRUST	1,079,686	$25.8M	1.83%
20	DFGPDIMENSIONAL ETF TRUST	277,207	$15.4M	1.09%
21	TSLATESLA INC	30,901	$13.7M	0.97%
22	IVVISHARES TR	20,044	$13.4M	0.95%
23	VTIVANGUARD INDEX FDS	37,139	$12.2M	0.86%
24	VSSVANGUARD INTL EQUITY INDEX F	78,710	$11.2M	0.80%
25	VTESVANGUARD WELLINGTON FD	108,142	$11.0M	0.78%
26	VEUVANGUARD INTL EQUITY INDEX F	135,480	$9.7M	0.69%
27	AVMUAMERICAN CENTY ETF TR	211,835	$9.7M	0.68%
28	DFAEDIMENSIONAL ETF TRUST	280,697	$8.9M	0.63%
29	AVIVAMERICAN CENTY ETF TR	122,676	$8.3M	0.59%
30	AVSCAMERICAN CENTY ETF TR	122,716	$7.0M	0.50%
31	AAPLAPPLE INC	26,413	$6.7M	0.48%
32	SCHCSCHWAB STRATEGIC TR	147,584	$6.7M	0.48%
33	FBTCFIDELITY WISE ORIGIN BITCOIN	63,739	$6.4M	0.45%
34	ISCFISHARES TR	139,976	$5.8M	0.41%
35	SCMBSCHWAB STRATEGIC TR	210,662	$5.4M	0.38%
36	MIGASTRATEGY INC	16,192	$5.2M	0.37%	Call
37	BSVVANGUARD BD INDEX FDS	64,498	$5.1M	0.36%
38	NVDANVIDIA CORPORATION	26,939	$5.0M	0.36%
39	HOODROBINHOOD MKTS INC	30,413	$4.4M	0.31%
40	MUBISHARES TR	40,086	$4.3M	0.30%
41	DFUSDIMENSIONAL ETF TRUST	53,810	$3.9M	0.28%
42	SPYSPDR S&P 500 ETF TR	5,379	$3.6M	0.25%
43	AVREAMERICAN CENTY ETF TR	73,997	$3.3M	0.23%
44	MSFTMICROSOFT CORP	6,312	$3.3M	0.23%
45	PHYS/USPROTT ASSET MANAGEMENT LP	88,930	$2.6M	0.19%
46	BFAMBRIGHT HORIZONS FAM SOL IN D	24,235	$2.6M	0.19%
47	VBRVANGUARD INDEX FDS	12,591	$2.6M	0.19%
48	PSLV/USPROTT ASSET MANAGEMENT LP	165,624	$2.6M	0.18%
49	SHWSHERWIN WILLIAMS CO	7,493	$2.6M	0.18%
50	VTVVANGUARD INDEX FDS	12,663	$2.4M	0.17%
51	OKEONEOK INC NEW	31,630	$2.3M	0.16%
52	AGQPROSHARES TR II	28,783	$2.2M	0.16%
53	VBVANGUARD INDEX FDS	8,163	$2.1M	0.15%
54	BIVVANGUARD BD INDEX FDS	26,343	$2.1M	0.15%
55	VNQVANGUARD INDEX FDS	22,175	$2.0M	0.14%
56	FLOTISHARES TR	38,254	$2.0M	0.14%
57	SUBISHARES TR	18,119	$1.9M	0.14%
58	DFACDIMENSIONAL ETF TRUST	49,550	$1.9M	0.14%
59	VLUEISHARES TR	13,635	$1.7M	0.12%
60	XOMEXXON MOBIL CORP	14,733	$1.7M	0.12%
61	AMZNAMAZON COM INC	7,523	$1.7M	0.12%
62	VCITVANGUARD SCOTTSDALE FDS	18,713	$1.6M	0.11%
63	VGSHVANGUARD SCOTTSDALE FDS	22,584	$1.3M	0.09%
64	DLSWISDOMTREE TR	16,618	$1.3M	0.09%
65	TXNTEXAS INSTRS INC	6,679	$1.2M	0.09%
66	GQ9SPDR GOLD TR	3,248	$1.2M	0.08%
67	VOOVVANGUARD ADMIRAL FDS INC	5,395	$1.1M	0.08%
68	GOOGLALPHABET INC	4,237	$1.0M	0.07%
69	VOVANGUARD INDEX FDS	3,492	$1.0M	0.07%
70	METVLISTED FDS TR	1,340	$984K	0.07%
71	CTEFEA SERIES TRUST	40,599	$920K	0.07%
72	PLTRPALANTIR TECHNOLOGIES INC	4,900	$894K	0.06%
73	BNDVANGUARD BD INDEX FDS	11,253	$837K	0.06%
74	CVXCHEVRON CORP NEW	5,294	$822K	0.06%
75	IWFISHARES TR	1,740	$815K	0.06%
76	HDHOME DEPOT INC	1,960	$794K	0.06%
77	VWOVANGUARD INTL EQUITY INDEX F	14,246	$772K	0.05%
78	SCHFSCHWAB STRATEGIC TR	32,472	$756K	0.05%
79	ABBVABBVIE INC	3,095	$717K	0.05%
80	JPMJPMORGAN CHASE & CO.	2,268	$715K	0.05%
81	GBTCGRAYSCALE BITCOIN TRUST ETF	7,861	$706K	0.05%
82	SCHXSCHWAB STRATEGIC TR	26,708	$703K	0.05%
83	EFAISHARES TR	7,500	$700K	0.05%
84	SMMUPIMCO ETF TR	13,493	$682K	0.05%
85	IJSISHARES TR	5,866	$649K	0.05%
86	VOEVANGUARD INDEX FDS	3,390	$592K	0.04%
87	BLKBLACKROCK INC	506	$590K	0.04%
88	MSTR 8 PERPSTRATEGY INC	6,336	$581K	0.04%
89	TAT&T INC	19,698	$556K	0.04%
90	RTXRTX CORPORATION	3,309	$554K	0.04%
91	COSTCOSTCO WHSL CORP NEW	551	$510K	0.04%
92	VUSBVANGUARD BD INDEX FDS	10,191	$510K	0.04%
93	AVIGAMERICAN CENTY ETF TR	11,858	$499K	0.04%
94	SCZISHARES TR	6,492	$498K	0.04%
95	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,768	$494K	0.04%
96	IYWISHARES TR	2,505	$491K	0.03%
97	ATOATMOS ENERGY CORP	2,813	$480K	0.03%
98	WMTWALMART INC	4,307	$444K	0.03%
99	JNJJOHNSON & JOHNSON	2,380	$441K	0.03%
100	LLYELI LILLY & CO	572	$437K	0.03%

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