Beaird Harris Wealth Management, LLC Q4 2025 Filing
Filed February 23, 2026
Portfolio Value
$1.5T
Holdings
706
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (706 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFSDDIMENSIONAL ETF TRUST | 3,204,807 | $153.7B | 10.58% | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 3,223,364 | $137.2B | 9.45% | |
| 3 | AVLVAMERICAN CENTY ETF TR | 1,329,332 | $100.7B | 6.94% | |
| 4 | VOOVANGUARD INDEX FDS | 146,086 | $91.6B | 6.31% | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 2,048,402 | $77.9B | 5.37% | |
| 6 | AVUVAMERICAN CENTY ETF TR | 737,326 | $75.2B | 5.18% | |
| 7 | DFUVDIMENSIONAL ETF TRUST | 1,269,014 | $59.1B | 4.07% | |
| 8 | DFIVDIMENSIONAL ETF TRUST | 1,171,961 | $58.5B | 4.03% | |
| 9 | AVLCAMERICAN CENTY ETF TR | 661,326 | $52.0B | 3.58% | |
| 10 | VEAVANGUARD TAX-MANAGED FDS | 729,098 | $45.5B | 3.14% | |
| 11 | VTEBVANGUARD MUN BD FDS | 898,253 | $45.2B | 3.11% | |
| 12 | AVEMAMERICAN CENTY ETF TR | 582,617 | $44.9B | 3.09% | |
| 13 | AVDVAMERICAN CENTY ETF TR | 437,080 | $41.1B | 2.83% | |
| 14 | DFNMDIMENSIONAL ETF TRUST | 847,860 | $40.8B | 2.81% | |
| 15 | DFASDIMENSIONAL ETF TRUST | 555,086 | $38.7B | 2.66% | |
| 16 | BITBBITWISE BITCOIN ETF TR | 768,789 | $36.6B | 2.52% | |
| 17 | DFATDIMENSIONAL ETF TRUST | 496,848 | $29.6B | 2.04% | |
| 18 | DFGPDIMENSIONAL ETF TRUST | 427,954 | $23.1B | 1.59% | |
| 19 | VTIPVANGUARD MALVERN FDS | 396,529 | $19.6B | 1.35% | |
| 20 | IVVISHARES TR | 20,736 | $14.2B | 0.98% | |
| 21 | TSLATESLA INC | 31,223 | $14.0B | 0.97% | |
| 22 | VTIVANGUARD INDEX FDS | 37,460 | $12.6B | 0.86% | |
| 23 | DFARDIMENSIONAL ETF TRUST | 521,934 | $12.0B | 0.82% | |
| 24 | VSSVANGUARD INTL EQUITY INDEX F | 75,359 | $10.8B | 0.74% | |
| 25 | VTESVANGUARD WELLINGTON FD | 101,454 | $10.3B | 0.71% | |
| 26 | VEUVANGUARD INTL EQUITY INDEX F | 132,119 | $9.7B | 0.67% | |
| 27 | DFAEDIMENSIONAL ETF TRUST | 273,550 | $8.9B | 0.61% | |
| 28 | AVMUAMERICAN CENTY ETF TR | 186,332 | $8.6B | 0.59% | |
| 29 | AVIVAMERICAN CENTY ETF TR | 120,046 | $8.6B | 0.59% | |
| 30 | AAPLAPPLE INC | 26,553 | $7.2B | 0.50% | |
| 31 | AVSCAMERICAN CENTY ETF TR | 120,497 | $7.1B | 0.49% | |
| 32 | SCHCSCHWAB STRATEGIC TR | 141,393 | $6.4B | 0.44% | |
| 33 | SPYSPDR S&P 500 ETF TR | 8,358 | $5.7B | 0.39% | |
| 34 | ISCFISHARES TR | 133,326 | $5.5B | 0.38% | |
| 35 | SCMBSCHWAB STRATEGIC TR | 204,462 | $5.3B | 0.36% | |
| 36 | BSVVANGUARD BD INDEX FDS | 64,681 | $5.1B | 0.35% | |
| 37 | FBTCFIDELITY WISE ORIGIN BITCOIN | 65,789 | $5.0B | 0.35% | |
| 38 | NVDANVIDIA CORPORATION | 25,167 | $4.7B | 0.32% | |
| 39 | AGQPROSHARES TR II | 28,783 | $4.5B | 0.31% | |
| 40 | MUBISHARES TR | 41,078 | $4.4B | 0.30% | |
| 41 | DFUSDIMENSIONAL ETF TRUST | 53,959 | $4.0B | 0.28% | |
| 42 | PSLV/USPROTT ASSET MANAGEMENT LP | 167,405 | $4.0B | 0.27% | |
| 43 | HOODROBINHOOD MKTS INC | 31,502 | $3.6B | 0.25% | |
| 44 | AVREAMERICAN CENTY ETF TR | 71,891 | $3.1B | 0.22% | |
| 45 | MSFTMICROSOFT CORP | 6,313 | $3.1B | 0.21% | |
| 46 | PHYS/USPROTT ASSET MANAGEMENT LP | 88,930 | $2.9B | 0.20% | |
| 47 | VBRVANGUARD INDEX FDS | 12,619 | $2.7B | 0.18% | |
| 48 | BFAMBRIGHT HORIZONS FAM SOL IN D | 24,235 | $2.5B | 0.17% | |
| 49 | MIGASTRATEGY INC | 16,134 | $2.5B | 0.17% | |
| 50 | SHWSHERWIN WILLIAMS CO | 7,493 | $2.4B | 0.17% | |
| 51 | VTVVANGUARD INDEX FDS | 12,519 | $2.4B | 0.16% | |
| 52 | OKEONEOK INC NEW | 31,633 | $2.3B | 0.16% | |
| 53 | BIVVANGUARD BD INDEX FDS | 28,147 | $2.2B | 0.15% | |
| 54 | VBVANGUARD INDEX FDS | 8,202 | $2.1B | 0.15% | |
| 55 | SUBISHARES TR | 18,776 | $2.0B | 0.14% | |
| 56 | IWFISHARES TR | 4,197 | $2.0B | 0.14% | |
| 57 | FLOTISHARES TR | 38,866 | $2.0B | 0.14% | |
| 58 | DFACDIMENSIONAL ETF TRUST | 49,566 | $2.0B | 0.14% | |
| 59 | VLUEISHARES TR | 13,250 | $1.8B | 0.12% | |
| 60 | XOMEXXON MOBIL CORP | 14,632 | $1.8B | 0.12% | |
| 61 | VCITVANGUARD SCOTTSDALE FDS | 18,261 | $1.5B | 0.11% | |
| 62 | GQ9SPDR GOLD TR | 3,843 | $1.5B | 0.10% | |
| 63 | BNDVANGUARD BD INDEX FDS | 20,422 | $1.5B | 0.10% | |
| 64 | VNQVANGUARD INDEX FDS | 16,982 | $1.5B | 0.10% | |
| 65 | AMZNAMAZON COM INC | 6,368 | $1.5B | 0.10% | |
| 66 | GOOGLALPHABET INC | 4,684 | $1.5B | 0.10% | |
| 67 | VGSHVANGUARD SCOTTSDALE FDS | 22,587 | $1.3B | 0.09% | |
| 68 | DLSWISDOMTREE TR | 16,101 | $1.3B | 0.09% | |
| 69 | VOOVVANGUARD ADMIRAL FDS INC | 5,419 | $1.1B | 0.08% | |
| 70 | TXNTEXAS INSTRS INC | 6,383 | $1.1B | 0.08% | |
| 71 | VOVANGUARD INDEX FDS | 3,518 | $1.0B | 0.07% | |
| 72 | PLTRPALANTIR TECHNOLOGIES INC | 5,714 | $1.0B | 0.07% | |
| 73 | CTEFEA SERIES TRUST | 40,599 | $945.0M | 0.07% | |
| 74 | METVLISTED FDS TR | 1,265 | $834.0M | 0.06% | |
| 75 | CVXCHEVRON CORP NEW | 5,134 | $782.0M | 0.05% | |
| 76 | SCHFSCHWAB STRATEGIC TR | 32,302 | $776.0M | 0.05% | |
| 77 | VWOVANGUARD INTL EQUITY INDEX F | 14,225 | $764.0M | 0.05% | |
| 78 | SCHXSCHWAB STRATEGIC TR | 27,922 | $751.0M | 0.05% | |
| 79 | JPMJPMORGAN CHASE & CO. | 2,238 | $721.0M | 0.05% | |
| 80 | EFAISHARES TR | 7,444 | $714.0M | 0.05% | |
| 81 | ABBVABBVIE INC | 3,008 | $687.0M | 0.05% | |
| 82 | IJSISHARES TR | 5,868 | $667.0M | 0.05% | |
| 83 | HDHOME DEPOT INC | 1,907 | $656.0M | 0.05% | |
| 84 | RTXRTX CORPORATION | 3,363 | $616.0M | 0.04% | |
| 85 | VOEVANGUARD INDEX FDS | 3,464 | $614.0M | 0.04% | |
| 86 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,773 | $538.0M | 0.04% | |
| 87 | GBTCGRAYSCALE BITCOIN TRUST ETF | 7,861 | $537.0M | 0.04% | |
| 88 | LLYELI LILLY & CO | 497 | $534.0M | 0.04% | |
| 89 | AVIGAMERICAN CENTY ETF TR | 12,108 | $507.0M | 0.03% | |
| 90 | VUSBVANGUARD BD INDEX FDS | 10,191 | $507.0M | 0.03% | |
| 91 | WMTWALMART INC | 4,537 | $505.0M | 0.03% | |
| 92 | JNJJOHNSON & JOHNSON | 2,422 | $501.0M | 0.03% | |
| 93 | IYWISHARES TR | 2,505 | $500.0M | 0.03% | |
| 94 | MSTR 8 PERPSTRATEGY INC | 6,336 | $499.0M | 0.03% | |
| 95 | SCZISHARES TR | 6,317 | $489.0M | 0.03% | |
| 96 | IGSBISHARES TR | 9,235 | $488.0M | 0.03% | |
| 97 | ATOATMOS ENERGY CORP | 2,783 | $466.0M | 0.03% | |
| 98 | COSTCOSTCO WHSL CORP NEW | 537 | $462.0M | 0.03% | |
| 99 | VIOVVANGUARD ADMIRAL FDS INC | 4,089 | $399.0M | 0.03% | |
| 100 | EFVISHARES TR | 5,456 | $389.0M | 0.03% |
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