Beaird Harris Wealth Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.4T

Holdings

724

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (724 positions)

StockValue
IGSBISHARES TR
$435K
LNGCHENIERE ENERGY INC
$409K
VIOGVANGUARD ADMIRAL FDS INC
$388K
VIOVVANGUARD ADMIRAL FDS INC
$387K
CATCATERPILLAR INC
$386K
EFVISHARES TR
$377K
GRBKGREEN BRICK PARTNERS INC
$369K
IWCISHARES TR
$362K
MCKMCKESSON CORP
$336K
VIOOVANGUARD ADMIRAL FDS INC
$321K
VUGVANGUARD INDEX FDS
$312K
AMGNAMGEN INC
$310K
ACNACCENTURE PLC IRELAND
$307K
IBMINTERNATIONAL BUSINESS MACHS
$304K
DFSVDIMENSIONAL ETF TRUST
$304K
IWDISHARES TR
$280K
STIPISHARES TR
$269K
FFORD MTR CO
$264K
AQLTISHARES TR
$260K
VCSHVANGUARD SCOTTSDALE FDS
$258K
IAU*ISHARES GOLD TR
$238K
WMWASTE MGMT INC DEL
$232K
OMCOMNICOM GROUP INC
$224K
EMREMERSON ELEC CO
$224K
OKLOOKLO INC
$223K
XLFSELECT SECTOR SPDR TR
$219K
SCHASCHWAB STRATEGIC TR
$212K
ONDSONDAS HLDGS INC
$203K
IVWISHARES TR
$201K
IWVISHARES TR
$191K
XLKSELECT SECTOR SPDR TR
$186K
BABOEING CO
$182K
IWBISHARES TR
$181K
LOWLOWES COS INC
$179K
ETHGRAYSCALE ETHEREUM MINI TR E
$177K
DEDEERE & CO
$176K
AVGEAMERICAN CENTY ETF TR
$172K
MMM3M CO
$172K
AVSFAMERICAN CENTY ETF TR
$171K
COPCONOCOPHILLIPS
$170K
IBITISHARES BITCOIN TRUST ETF
$170K
PGPROCTER AND GAMBLE CO
$166K
BACVERIZON COMMUNICATIONS INC
$165K
AGGISHARES TR
$163K
CITHE CIGNA GROUP
$162K
KOCOCA COLA CO
$159K
RLIRLI CORP
$154K
TRVTRAVELERS COMPANIES INC
$150K
MTUMISHARES TR
$149K
AZNASTRAZENECA PLC
$148K
JEPIJ P MORGAN EXCHANGE TRADED F
$148K
AXPAMERICAN EXPRESS CO
$142K
BMNRBITMINE IMMERSION TECNOLOGIE
$140K
VVVANGUARD INDEX FDS
$139K
NFLXNETFLIX INC
$137K
BACBANK AMERICA CORP
$137K
IJRISHARES TR
$136K
MCDMCDONALDS CORP
$136K
GLWCORNING INC
$135K
VYMVANGUARD WHITEHALL FDS
$135K
PEPPEPSICO INC
$129K
DFAXDIMENSIONAL ETF TRUST
$128K
WFCWELLS FARGO CO NEW
$126K
AMDADVANCED MICRO DEVICES INC
$124K
OMFLINVESCO EXCH TRD SLF IDX FD
$124K
NEENEXTERA ENERGY INC
$124K
OGEOGE ENERGY CORP
$121K
IMTMISHARES TR
$120K
SBUXSTARBUCKS CORP
$120K
OVLLISTED FDS TR
$116K
ICEINTERCONTINENTAL EXCHANGE IN
$115K
TMOTHERMO FISHER SCIENTIFIC INC
$109K
VVISA INC
$109K
CRMSALESFORCE INC
$106K
PFEPFIZER INC
$106K
ETNEATON CORP PLC
$106K
IEMGISHARES INC
$106K
QUALISHARES TR
$105K
DISVDIMENSIONAL ETF TRUST
$103K
PSXPHILLIPS 66
$101K
PNCPNC FINL SVCS GROUP INC
$100K
4I1PHILIP MORRIS INTL INC
$100K
GSIEGOLDMAN SACHS ETF TR
$99K
CLSCELESTICA INC
$99K
IGIBISHARES TR
$98K
LHXL3HARRIS TECHNOLOGIES INC
$97K
ABTABBOTT LABS
$96K
CLCOLGATE PALMOLIVE CO
$94K
BXBLACKSTONE INC
$92K
TJXTJX COS INC NEW
$92K
AQLTISHARES TR
$91K
QRVOQORVO INC
$91K
LMNDLEMONADE INC
$91K
DHRDANAHER CORPORATION
$91K
UBERUBER TECHNOLOGIES INC
$89K
CSXCSX CORP
$88K
BUTIDAL TRUST II
$87K
BTCGRAYSCALE BITCOIN MINI TR ET
$87K
DUKDUKE ENERGY CORP NEW
$85K
CPCANADIAN PACIFIC KANSAS CITY
$84K
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