13FBOX
Beaird Harris Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Beaird Harris Wealth Management, LLC

No.2054
Latest AUM (Q2 2026)
$1.60B
QoQ Change Q1 2026
+$124.4M+8.5%
Holdings
700
New Buys
73
Adds
131
Reduces
84
Exits
51
Unchanged
412
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DDIMENSIONAL ETF TRUSTDFSD
9.57%10.12%$152.8M3.2M$148.9M3.1M+89,730+2.89%Add
DDIMENSIONAL ETF TRUSTDFCF
8.72%9.27%$139.1M3.3M$136.3M3.2M+66,922+2.07%Add
AAMERICAN CENTY ETF TRAVLV
7.59%7.36%$121.1M1.3M$108.2M1.3M-15,170-1.13%Reduce
VVANGUARD INDEX FDSVOO
6.72%6.27%$107.3M156,202$92.2M154,261+1,941+1.26%Add
AAVANTIS U SAVUV
5.86%5.62%$93.6M749,891$82.6M748,037+1,854+0.25%Add
DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP
5.35%5.35%$85.4M2.0M$78.6M2.1M-91,847-4.29%Reduce
AAMERICAN CENTY ETF TRAVLC
4.74%3.93%$75.7M841,598$57.8M744,755+96,843+13.00%Add
DDIMENSIONAL USDFUV
4.11%4.03%$65.6M1.2M$59.4M1.2M-31,556-2.58%Reduce
DDIMENSIONAL ETF TRUSTDFIV
3.87%4.12%$61.8M1.1M$60.6M1.1M-4,623-0.40%Reduce
AAMERICAN CENTY ETF TRAVEM
3.35%3.14%$53.5M554,738$46.2M572,766-18,028-3.15%Reduce
VVANGUARD FTSEVEA
3.32%3.23%$52.9M743,059$47.5M742,002+1,057+0.14%Add
VVANGUARD MUN BD FDSVTEB
2.78%3.03%$44.3M875,617$44.6M894,199-18,582-2.08%Reduce
AAvantis US Small Cap Value ETFAVDV
2.76%2.9%$44.0M427,007$42.6M426,729+278+0.07%Add
DDIMENSIONAL U.S. SMALL CAP ETFDFAS
2.61%2.56%$41.6M505,291$37.7M529,498-24,207-4.57%Reduce
DDIMENSIONAL ETF TRUSTDFGP
2.54%2.32%$40.5M743,391$34.2M632,699+110,692+17.50%Add
DDIMENSIONAL ETF TRUSTDFNM
2.41%2.59%$38.5M796,384$38.1M795,703+681+0.09%Add
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT
2.07%2.06%$33.0M472,417$30.3M484,876-12,459-2.57%Reduce
BBITWISE BITCOIN ETF TRBITB
1.87%2.34%$29.9M937,917$34.4M934,247+3,670+0.39%Add
VVANGUARD MALVERN FDSVSDB
0.98%0.7%$15.6M203,992$10.3M134,655+69,337+51.49%Add
GGENERAL DYNAMICS CORPVTI
0.94%0.87%$15.1M40,744$12.8M39,838+906+2.27%Add
IISHARES TRIVV
0.93%0.87%$14.8M19,799$12.7M19,511+288+1.48%Add
VVANGUARD MALVERN FDSVTIP
0.84%1.03%$13.4M266,385$15.2M304,638-38,253-12.56%Reduce
TESLA INCTSLA
0.7%0.67%$11.2M26,522$9.9M26,631-109-0.41%Reduce
VVANGUARD INTL EQUITY INDEX FVEU
0.66%0.65%$10.5M125,282$9.5M127,128-1,846-1.45%Reduce
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
0.65%0.62%$10.4M257,794$9.1M267,339-9,545-3.57%Reduce
VVANGUARD INTL EQUITY INDEX FVSS
0.64%0.67%$10.3M66,466$9.9M67,810-1,344-1.98%Reduce
VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES
0.6%0.68%$9.6M94,970$10.0M98,904-3,934-3.98%Reduce
AAMERICAN CENTY ETF TREFV
0.56%0.59%$8.9M114,886$8.6M115,354-468-0.41%Reduce
AAMERICAN CENTY ETF TRAVSC
0.52%0.49%$8.4M113,871$7.2M115,744-1,873-1.62%Reduce
AAMERICAN CENTY ETF TRAVMU
0.5%0.57%$7.9M170,145$8.4M184,187-14,042-7.62%Reduce
APPLE INCAAPL
0.48%0.45%$7.6M26,213$6.6M25,899+314+1.21%Add
VVANGUARD CORE PLUS BOND ETFVPLS
0.44%0.29%$7.0M90,080$4.2M54,092+35,988+66.53%Add
DDIMENSIONAL US REAL ESTATE ETFDFAR
0.42%0.67%$6.8M258,386$9.9M417,511-159,125-38.11%Reduce
SSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSCHC
0.4%0.43%$6.4M133,480$6.3M134,151-671-0.50%Reduce
VVANGUARD MUN BD FDSVSDM
0.36%0.13%$5.7M74,692$2.0M25,641+49,051+191.30%Add
IISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF
0.35%0.37%$5.5M127,193$5.4M128,925-1,732-1.34%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
0.34%0.31%$5.4M7,276$4.6M7,089+187+2.64%Add
NVIDIA CORPORATIONNVDA
0.32%0.29%$5.1M25,651$4.3M24,761+890+3.59%Add
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
0.31%0.26%$4.9M59,539$3.8M53,959+5,580+10.34%Add
FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC
0.29%0.27%$4.6M90,014$3.9M66,251+23,763+35.87%Add
SSCHWAB MUNICIPAL BOND ETFSCMB
0.27%0.33%$4.3M166,612$4.9M192,462-25,850-13.43%Reduce
IISHARES TRGVI
0.27%0.29%$4.3M39,886$4.3M40,102-216-0.54%Reduce
VVANGUARD MUN BD FDSVCRM
0.27%0.13%$4.2M55,414$2.0M26,237+29,177+111.21%Add
VVANGUARD BD INDEX FDSBSV
0.25%0.28%$4.0M51,956$4.1M52,671-715-1.36%Reduce
SSTRATEGY INCMSTR
0.23%0.39%$3.7M42,138$5.7M45,485-3,347-7.36%Reduce
AAMERICAN CENTY ETF TRAVRE
0.2%0.21%$3.2M68,393$3.1M69,449-1,056-1.52%Reduce
ROBINHOOD MKTS INCHOOD
0.2%0.15%$3.1M31,102$2.2M31,10200.00%Unchanged
VVANGUARD SMALLVBR
0.17%0.18%$2.8M11,366$2.7M12,299-933-7.59%Reduce
ONEOK INC NEWOKE
0.17%0.19%$2.8M31,639$2.9M31,636+3+0.01%Add
VVANGUARD INDEX FDSVTV
0.16%0.16%$2.6M12,019$2.4M12,119-100-0.83%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow