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Showing Q3 2025 data
Beaird Harris Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Beaird Harris Wealth Management, LLC
•CIK: 1908938•Filing: Q3 2025
**Beaird Harris Wealth Management, LLC** manages $1.4B across a diversified portfolio of 716 positions. The firm exhibits significant concentration in specific sectors, notably allocating $142.5M to DFSD and $134.9M to DFCF. Key holdings also include substantial allocations to AVLV ($93.0M) and VOO ($82.1M). This positioning suggests a focus on targeted, high-conviction investments across various market segments.
Total AUM
$1.4B
QoQ Performance
+9.3%
Positions
578
Top 10 Concentration
57.0%
Latest Filing
Q3 2025
Top Holdings Allocation
DFSD
DFCF
AVLV
VOO
DFSD10.1%
DFCF9.6%
AVLV6.6%
VOO5.8%
AVUV5.0%
DUHP5.0%
DFUV4.1%
DFIV3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.5%
ETF7.1%
Technology1.3%
Consumer1.3%
Materials0.2%
Healthcare0.2%
Financial0.1%
Energy0.1%
🚪 Exited Positionssold since Q2 2025
+414 more exited positions
Changes from Q2 2025
NEW1 new position
↑113 increased
↓48 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023