Beaird Harris Wealth Management, LLC
Beaird Harris Wealth Management, LLC reported 707 positions worth $1.60B as of June 30, 2026 (13F filed July 8, 2026). Largest holding: DFSD (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFSD | SH | $152.8M | 9.57% | 3,199,436 | — | — | |
| ▸ 2 | DFCF | SH | $139.1M | 8.72% | 3,296,316 | — | — | |
| ▸ 3 | AVLV | SH | $121.1M | 7.58% | 1,327,308 | — | — | |
| ▸ 4 | VOO | SH | $107.3M | 6.72% | 156,202 | — | — | |
| ▸ 5 | AVUV | SH | $93.6M | 5.86% | 749,891 | — | — | |
| ▸ 6 | DUHP | SH | $85.4M | 5.35% | 2,047,480 | — | — | |
| ▸ 7 | AVLC | SH | $75.7M | 4.74% | 841,598 | — | — | |
| ▸ 8 | DFUV | SH | $65.6M | 4.11% | 1,193,244 | — | — | |
| ▸ 9 | DFIV | SH | $61.8M | 3.87% | 1,144,454 | — | — | |
| ▸ 10 | AVEM | SH | $53.5M | 3.35% | 554,738 | — | — |
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Frequently Asked Questions
What stocks does Beaird Harris Wealth Management, LLC hold as of Q2 2026?
Beaird Harris Wealth Management, LLC reported 707 positions worth $1.60B in its Q2 2026 13F filing. Largest positions: DFSD (9.6%), DFCF (8.7%), AVLV (7.6%), VOO (6.7%) and AVUV (5.9%).
What did Beaird Harris Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Beaird Harris Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.