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)

StockValue
CSXCSX CORP
$90K
ETNEATON CORP PLC
$90K
AQLTISHARES TR
$90K
ABTABBOTT LABS
$89K
TRVCCITIGROUP INC
$87K
MRKMERCK & CO INC
$87K
BMNRBITMINE IMMERSION TECNOLOGIE
$86K
SPYMSPDR SERIES TRUST
$86K
VVISA INC
$84K
UGIUGI CORP NEW
$84K
QRVOQORVO INC
$84K
CPCANADIAN PACIFIC KANSAS CITY
$82K
IMCBISHARES TR
$81K
OMFONEMAIN HLDGS INC
$81K
NFLXNETFLIX INC
$81K
SHVISHARES TR
$79K
SCHMSCHWAB STRATEGIC TR
$76K
QUSSPDR SERIES TRUST
$72K
USBUS BANCORP DEL
$70K
PANWPALO ALTO NETWORKS INC
$68K
EFAVISHARES TR
$67K
AEPAMERICAN ELEC PWR CO INC
$67K
IJHISHARES TR
$67K
BXBLACKSTONE INC
$66K
CSCOCISCO SYS INC
$66K
BTCGRAYSCALE BITCOIN MINI TR ET
$66K
MLB1MERCADOLIBRE INC
$66K
ENBENBRIDGE INC
$65K
UPSUNITED PARCEL SERVICE INC
$63K
QQQEDIREXION SHS ETF TR
$63K
VIGVANGUARD SPECIALIZED FUNDS
$63K
EVRGEVERGY INC
$63K
GEVGE VERNOVA INC
$63K
SCHGSCHWAB STRATEGIC TR
$62K
AQLTISHARES TR
$62K
MOALTRIA GROUP INC
$61K
VGTVANGUARD WORLD FD
$60K
RCLROYAL CARIBBEAN GROUP
$60K
IQDGWISDOMTREE TR
$59K
XRPRETF OPPORTUNITIES TRUST
$59K
ESEVERSOURCE ENERGY
$57K
GLDMWORLD GOLD TR
$56K
LRCXLAM RESEARCH CORP
$56K
NDQINVESCO QQQ TR
$56K
NRANRG ENERGY INC
$56K
NINISOURCE INC
$55K
GMGENERAL MTRS CO
$53K
DVNDEVON ENERGY CORP NEW
$53K
EWXSPDR INDEX SHS FDS
$52K
VSDBVANGUARD MALVERN FDS
$51K
KMIKINDER MORGAN INC DEL
$50K
VGITVANGUARD SCOTTSDALE FDS
$50K
FQIDIGITAL RLTY TR INC
$50K
EPDENTERPRISE PRODS PARTNERS L
$49K
TYLTYLER TECHNOLOGIES INC
$48K
PWBINVESCO EXCHANGE TRADED FD T
$46K
MDTMEDTRONIC PLC
$46K
VFQYVANGUARD WELLINGTON FD
$46K
UNHUNITEDHEALTH GROUP INC
$46K
SPOTSPOTIFY TECHNOLOGY S A
$45K
FPXFIRST TR EXCHANGE-TRADED FD
$44K
DFISDIMENSIONAL ETF TRUST
$44K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$44K
NOBLPROSHARES TR
$44K
NKENIKE INC
$44K
SPEMSPDR INDEX SHS FDS
$44K
JGROJ P MORGAN EXCHANGE TRADED F
$43K
OGSONE GAS INC
$42K
KLACKLA CORP
$41K
SAPSAP SE
$41K
TSNTYSON FOODS INC
$41K
IDUISHARES TR
$40K
OPENOPENDOOR TECHNOLOGIES INC
$40K
SCHWSCHWAB CHARLES CORP
$40K
SOSOUTHERN CO
$39K
MLPAGLOBAL X FDS
$39K
VFCV F CORP
$39K
YUMYUM BRANDS INC
$39K
AORISHARES TR
$38K
HSYHERSHEY CO
$38K
DYHTARGET CORP
$38K
SWKSTANLEY BLACK & DECKER INC
$37K
BENFRANKLIN RESOURCES INC
$37K
MAMASTERCARD INCORPORATED
$37K
ITOTISHARES TR
$36K
CWTCALIFORNIA WTR SVC GROUP
$36K
USMVISHARES TR
$35K
DWDMORGAN STANLEY
$35K
HEFAISHARES TR
$34K
DGROISHARES TR
$34K
MTSIMACOM TECH SOLUTIONS HLDGS I
$34K
ASMLASML HOLDING N V
$33K
NUTXNUTEX HEALTH INC
$32K
LDOSLEIDOS HOLDINGS INC
$32K
CMCSACOMCAST CORP NEW
$32K
IDV*ISHARES TR
$32K
BROBROWN & BROWN INC
$31K
CWEN/ACLEARWAY ENERGY INC
$31K
DBRGDIGITALBRIDGE GROUP INC
$30K
CMICUMMINS INC
$30K
PreviousPage 3 of 8Next