Beaird Harris Wealth Management, LLC - Q42025 Holdings
Beaird Harris Wealth Management, LLC holds 699 stocks with a total portfolio value of $ 1.45B as of Q42025. In Q42025, Beaird Harris Wealth Management, LLC added 45 new positions, increased stakes in 91 stocks, reduced 176 holdings, and fully exited 62 positions. The largest holding is Dimensional Etf Trust (DFSD), representing 10.58% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options