BH

Beaird Harris Wealth Management, LLC

13F
Beaird Harris Wealth Management, LLC
Last update 2025-05-15 502 Stocks (46 new)
Value $1.18 Bil Turnover 4 %
Countries:
Top Holdings: DFCF(10.72%)DFSD(10.65%)AVLV(6.19%)VOO(4.70%)DFUV(4.50%)
Summary Stock Picks Current Portfolio
Beaird Harris Wealth Managemen... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFCF
Dimensional Core Fixed Income ETF
2,999,957
126,178.2
+1.14%
10.720
+0.12%
1.890
+2.07%
+3.71%
7,117.3
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2,635,580
125,242.7
+1.73%
10.650
+0.18%
2.810
+1.91%
+3.85%
4,858.6
 
AVLV
Avantis U.S. Large Cap Value ETF
1,117,274
72,857.4
+5.82%
6.190
+0.34%
1.090
+14.51%
+4.21%
7,701.5
 
VOO
Vanguard S&P 500 ETF
107,663
55,329.3
+11.96%
4.700
+0.50%
0.010
+19.59%
+7.78%
660,834.1
 
DFUV
Dimensional US Marketwide Value ETF
1,284,060
52,916.1
-0.92%
4.500
-0.04%
0.470
+12.26%
+4.97%
11,649.0
 
AVUV
Avantis U.S. Small Cap Value ETF
591,380
51,550.6
+8.02%
4.380
+0.33%
0.350
+17.12%
-2.02%
16,539.2
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
1,484,568
49,198.6
+8.82%
4.180
+0.34%
0.630
+15.80%
+7.66%
8,829.1
 
DFIV
Dimensional International Value ETF
1,190,181
46,845.5
+1.31%
3.980
+0.05%
0.440
+12.55%
+22.98%
12,179.3
 
VTEB
Vanguard Tax-Exempt Bond ETF
876,063
43,470.3
+1.60%
3.690
+0.06%
0.120
+0.55%
-1.63%
35,362.2
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
861,176
42,972.7
+2.15%
3.650
+0.08%
0.320
+1.28%
+4.50%
15,031.4
 

Beaird Harris Wealth Management, LLC's Historical Top Holdings Breakdowns

Beaird Harris Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BITB
Bitwise Bitcoin ETF Beneficial Interest
Bitwise Bitcoin ETF Beneficial Interest
2025-03-31
Add
Add
+0.71%
●
42.99 ($50.68) 57.82
$63.87
26.03%
Add 53.15%
535,732
185,930
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.50%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Add 11.96%
107,663
11,503
AVLV
Avantis U.S. Large Cap Value ETF
2025-03-31
Add
Add
+0.34%
●
63.51 ($67.8) 70.42
$69.01
1.78%
Add 5.82%
1,117,274
61,475
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.34%
●
32.57 ($34.36) 35.83
$36.17
5.27%
Add 8.82%
1,484,568
120,272
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.33%
●
84.96 ($93.96) 100.71
$93.77
-0.20%
Add 8.02%
591,380
43,924
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.20%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Add 7.06%
689,310
45,451
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.18%
●
46.74 ($47.22) 47.57
$48.01
1.67%
Add 1.73%
2,635,580
44,872
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-0.16%
●
64.98 ($87.82) 124.62
$153.52
74.81%
Reduce -86.25%
4,088
-25,637
AVLC
Avantis U.S. Large Cap Equity ETF
2025-03-31
Add
Add
+0.15%
●
63.18 ($67.9) 70.87
$72.19
6.32%
Add 6.3%
456,265
27,025
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-03-31
Add
Add
+0.12%
●
63.74 ($67.91) 71.96
$80.16
18.04%
Add 4.84%
438,265
20,231

Beaird Harris Wealth Management, LLC Total Holding History ($B)

To

Beaird Harris Wealth Management, LLC's Asset Allocation

To

Beaird Harris Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Beaird Harris Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Beaird Harris Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Beaird Harris Wealth Management, LLC's Holdings Heat Map

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Beaird Harris Wealth Management, LLC's Holdings Bubble Chart

Beaird Harris Wealth Management, LLC News

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