Beaird Harris Wealth Management, LLC - Portfolio Stock Holdings
Beaird Harris Wealth Management, LLC disclosed 746 stock positions in a recent SEC 13F filing. $1,595,614,569 of stock holdings were filed, with the largest holdings including DFSD, DFCF, and AVLV. This filing represented positions held on June 30, 2026, and was filed on July 8, 2026.We estimate the fund has a total AUM of $2,272,278,072 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
746Est. Stock Holding Value:
$1,595,614,569Top Stock Holdings By Sector
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Portfolio Stock Holdings - Beaird Harris Wealth Management, LLC
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% of Portfolio
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