Institutional Fund
Beaird Harris Wealth Management, LLC
Dallas, TXCIK 19089385 filings on record
Portfolio Value
$1.47B
Q1 2026
Holdings
678
Reported positions
New Buys
34
Opened this quarter
QoQ Change
+1.3%
from $1.45B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust10.1%
- Dimensional ETF Trust9.3%
- American Centy ETF Tr7.4%
- Vanguard Index Fds6.3%
- American Centy ETF Tr5.6%
- Dimensional ETF Trust5.3%
- Other56.0%
Portfolio Holdings
678 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.11M | $148.89M | 10.1% | −95.1K | Reduced |
| 2 | Dimensional ETF Trust | 3.23M | $136.35M | 9.3% | +6.0K | Added |
| 3 | American Centy ETF Tr | 1.34M | $108.22M | 7.4% | +13.1K | Added |
| 4 | Vanguard Index Fds | 154.3K | $92.18M | 6.3% | +8.2K | Added |
| 5 | American Centy ETF Tr | 748.0K | $82.64M | 5.6% | +10.7K | Added |
| 6 | Dimensional ETF Trust | 2.14M | $78.64M | 5.3% | +90.9K | Added |
| 7 | Dimensional ETF Trust | 1.15M | $60.65M | 4.1% | −22.9K | Reduced |
| 8 | Dimensional ETF Trust | 1.22M | $59.35M | 4.0% | −44.2K | Reduced |
| 9 | American Centy ETF Tr | 744.8K | $57.76M | 3.9% | +83.4K | Added |
| 10 | Vanguard Tax-Managed Fds | 742.0K | $47.55M | 3.2% | +12.9K | Added |
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