Beaird Harris Wealth Management
Beaird Harris Wealth Management reported 707 stocks worth $1.6B in its 13F filing for Q2 2026, filed Jul 8, 2026. Its largest holdings are DFSD (9.6%), DFCF (8.7%) and AVLV (7.6%). Compared with Q1 2026, the fund added to DFSD, DFCF and VOO, trimmed AVLV, DFUV and DFIV and sold out of AGQ, IWV and SHV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFSD Dimensional Shrt Drt Fxd | $153M | 9.6% | 3.2M | +90K (+3%) | 8 of 8 | |
| 2 |  DFCF Dimensional Core Fixed | $139M | 8.7% | 3.3M | +67K (+2%) | 8 of 8 | |
| 3 |  AVLV American Centy ETF TR | $121M | 7.6% | 1.3M | −15K (−1%) | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $107M | 6.7% | 156K | +1,941 (+1%) | 8 of 8 | |
| 5 |  AVUV American Centy ETF TR | $93.6M | 5.9% | 750K | +1,854 (+0%) | 8 of 8 | |
| 6 | DIMENSIONAL ETF TRUST | $85.4M | 5.3% | 2M | −92K (−4%) | 8 of 8 | |
| 7 |  AVLC American Centy ETF TR | $75.7M | 4.7% | 842K | +97K (+13%) | 8 of 8 | |
| 8 |  DFUV Dimensional US Marketwide Value ETF | $65.6M | 4.1% | 1.2M | −32K (−3%) | 8 of 8 | |
| 9 |  DFIV Dimensional ETF Trust | $61.8M | 3.9% | 1.1M | −4,623 (−0%) | 8 of 8 | |
| 10 |  AVEM American Centy ETF TR | $53.5M | 3.4% | 555K | −18K (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AGQ Proshares TR II | $1.2M | 9,656 |
 IWV Ishares Russell 3000 ETF | $187K | 504 |
 SHV Ishares TR | $80K | 723 |
QORVO INC | $77K | 1,000 |
 EWX Spdr Index Shs Fds | $53K | 801 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 8, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beaird Harris Wealth Management 13F FAQ
What does Beaird Harris Wealth Management own?
Beaird Harris Wealth Management reported 707 stocks worth $1.6B in its 13F filing for Q2 2026, filed Jul 8, 2026. Its largest holdings are DFSD (9.6%), DFCF (8.7%) and AVLV (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Beaird Harris Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 74 new positions, 123 added to, 83 trimmed and 52 sold out. It sold all of AGQ, IWV and SHV.
When will Beaird Harris Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Beaird Harris Wealth Management's portfolio worth?
The Q2 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.