Beaird Harris Wealth Management, LLC Q4 2025 Filing

Filed February 23, 2026

Portfolio Value

$1.5B

Holdings

706

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (706 positions)

#	Stock	Shares	Value	% Portfolio
101	SDYSPDR SERIES TRUST	2,797	$389K	0.03%
102	VIOGVANGUARD ADMIRAL FDS INC	3,202	$388K	0.03%
103	CATCATERPILLAR INC	673	$385K	0.03%
104	IWCISHARES TR	2,428	$382K	0.03%
105	TAT&T INC	15,053	$373K	0.03%
106	MCKMCKESSON CORP	433	$355K	0.02%
107	MDYSPDR S&P MIDCAP 400 ETF TR	588	$354K	0.02%
108	AMGNAMGEN INC	1,079	$353K	0.02%
109	LNGCHENIERE ENERGY INC	1,737	$337K	0.02%
110	ACNACCENTURE PLC IRELAND	1,244	$333K	0.02%
111	VIOOVANGUARD ADMIRAL FDS INC	2,906	$322K	0.02%
112	IBMINTERNATIONAL BUSINESS MACHS	1,078	$319K	0.02%
113	DFAWDIMENSIONAL ETF TRUST	4,288	$317K	0.02%
114	VUGVANGUARD INDEX FDS	650	$317K	0.02%
115	DFSVDIMENSIONAL ETF TRUST	9,583	$315K	0.02%
116	JIREJ P MORGAN EXCHANGE TRADED F	4,075	$305K	0.02%
117	FFORD MTR CO	22,055	$289K	0.02%
118	AQLTISHARES TR	2,979	$266K	0.02%
119	ONDSONDAS HLDGS INC	27,250	$265K	0.02%
120	IAU*ISHARES GOLD TR	3,264	$264K	0.02%
121	FBCGFIDELITY COVINGTON TRUST	4,831	$264K	0.02%
122	IWYISHARES TR	953	$263K	0.02%
123	VCSHVANGUARD SCOTTSDALE FDS	3,276	$261K	0.02%
124	IWDISHARES TR	1,143	$240K	0.02%
125	STIPISHARES TR	2,276	$233K	0.02%
126	WMWASTE MGMT INC DEL	1,052	$231K	0.02%
127	EMREMERSON ELEC CO	1,693	$224K	0.02%
128	XLFSELECT SECTOR SPDR TR	4,063	$222K	0.02%
129	OMCOMNICOM GROUP INC	2,747	$221K	0.02%
130	SCHASCHWAB STRATEGIC TR	7,641	$217K	0.01%
131	IVWISHARES TR	1,664	$205K	0.01%
132	BLKBLACKROCK INC	185	$198K	0.01%
133	SLVISHARES SILVER TR	3,015	$194K	0.01%
134	IWVISHARES TR	504	$194K	0.01%
135	XLKSELECT SECTOR SPDR TR	1,318	$189K	0.01%
136	IWBISHARES TR	496	$185K	0.01%
137	IBITISHARES BITCOIN TRUST ETF	3,664	$181K	0.01%
138	BABOEING CO	830	$180K	0.01%
139	DEDEERE & CO	386	$179K	0.01%
140	AVGEAMERICAN CENTY ETF TR	2,095	$179K	0.01%
141	MMM3M CO	1,085	$173K	0.01%
142	AVSFAMERICAN CENTY ETF TR	3,627	$170K	0.01%
143	LOWLOWES COS INC	708	$170K	0.01%
144	IWMISHARES TR	694	$170K	0.01%
145	KOCOCA COLA CO	2,390	$167K	0.01%
146	AMDADVANCED MICRO DEVICES INC	767	$164K	0.01%
147	BACVERIZON COMMUNICATIONS INC	4,007	$163K	0.01%
148	XRPBITWISE XRP ETF	7,940	$162K	0.01%
149	AGGISHARES TR	1,594	$159K	0.01%
150	IJRISHARES TR	1,318	$158K	0.01%
151	COPCONOCOPHILLIPS	1,696	$158K	0.01%
152	GRBKGREEN BRICK PARTNERS INC	2,500	$156K	0.01%
153	TRVTRAVELERS COMPANIES INC	538	$156K	0.01%
154	AXPAMERICAN EXPRESS CO	420	$155K	0.01%
155	PGPROCTER AND GAMBLE CO	1,077	$154K	0.01%
156	CITHE CIGNA GROUP	558	$153K	0.01%
157	RLIRLI CORP	2,356	$150K	0.01%
158	JEPIJ P MORGAN EXCHANGE TRADED F	2,594	$148K	0.01%
159	GLWCORNING INC	1,652	$144K	0.01%
160	VVVANGUARD INDEX FDS	450	$141K	0.01%
161	SMMUPIMCO ETF TR	2,752	$138K	0.01%
162	VYMVANGUARD WHITEHALL FDS	956	$137K	0.01%
163	DFAXDIMENSIONAL ETF TRUST	4,071	$133K	0.01%
164	MTUMISHARES TR	525	$131K	0.01%
165	TMOTHERMO FISHER SCIENTIFIC INC	225	$130K	0.01%
166	ARTYISHARES TR	2,696	$129K	0.01%
167	ETHGRAYSCALE ETHEREUM MINI TR E	4,522	$126K	0.01%
168	MCDMCDONALDS CORP	414	$126K	0.01%
169	OMFLINVESCO EXCH TRD SLF IDX FD	2,051	$125K	0.01%
170	BACBANK AMERICA CORP	2,263	$124K	0.01%
171	LMNDLEMONADE INC	1,700	$121K	0.01%
172	PEPPEPSICO INC	839	$120K	0.01%
173	IMTMISHARES TR	2,516	$120K	0.01%
174	OVLLISTED FDS TR	2,219	$118K	0.01%
175	CLSCELESTICA INC	401	$118K	0.01%
176	NEENEXTERA ENERGY INC	1,472	$118K	0.01%
177	CRMSALESFORCE INC	436	$115K	0.01%
178	QTUMETF SER SOLUTIONS	1,035	$113K	0.01%
179	SBCSABRA HEALTH CARE REIT INC	6,000	$113K	0.01%
180	WFCWELLS FARGO CO NEW	1,213	$113K	0.01%
181	AIQGLOBAL X FDS	2,200	$111K	0.01%
182	OGEOGE ENERGY CORP	2,605	$111K	0.01%
183	PFEPFIZER INC	4,383	$109K	0.01%
184	ICEINTERCONTINENTAL EXCHANGE IN	667	$108K	0.01%
185	QUALISHARES TR	541	$107K	0.01%
186	DISVDIMENSIONAL ETF TRUST	2,753	$104K	0.01%
187	DHRDANAHER CORPORATION	452	$103K	0.01%
188	IEMGISHARES INC	1,537	$103K	0.01%
189	GSIEGOLDMAN SACHS ETF TR	2,414	$103K	0.01%
190	CHATTIDAL TRUST II	1,763	$103K	0.01%
191	SBUXSTARBUCKS CORP	1,208	$101K	0.01%
192	4I1PHILIP MORRIS INTL INC	618	$99K	0.01%
193	DUKDUKE ENERGY CORP NEW	830	$97K	0.01%
194	TJXTJX COS INC NEW	630	$96K	0.01%
195	PNCPNC FINL SVCS GROUP INC	459	$95K	0.01%
196	PSXPHILLIPS 66	739	$95K	0.01%
197	IGIBISHARES TR	1,761	$94K	0.01%
198	BMYBRISTOL-MYERS SQUIBB CO	1,749	$94K	0.01%
199	CLCOLGATE PALMOLIVE CO	1,177	$93K	0.01%
200	LHXL3HARRIS TECHNOLOGIES INC	316	$92K	0.01%

PreviousPage 2 of 8Next