Beaird Harris Wealth Management, LLC

13F filer · CIK 0001908938

Reported Jul 8, 2026

Net buyer this quarter

13F portfolio value$1.6BU.S. long equity reported on 13F

Positions51648 new · 42 closed

Net flow last quarter+$2.12MBuys minus sells

Top 10 positions weight5.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 2026516 positions
BITBBitwise Bitcoin ETF	$29.9M	1.87%	1.41%	+0.4%	Q1 2024
TSLATesla, Inc.	$11.2M	0.70%	0.00%	-0.4%	Q1 2022
AVIVAviv REIT, Inc.	$8.89M	0.56%	0.24%	-0.4%	Q1 2023
AAPLApple Inc.	$7.59M	0.48%	0.00%	+1.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$5.43M	0.34%	Not reported	+2.6%	Q1 2022
NVDANvidia Corp	$5.13M	0.32%	0.00%	+3.6%	Q1 2022
FBTCFidelity Wise Origin Bitcoin Fund	$4.6M	0.29%	0.04%	+35.9%	Q1 2024
BSVNBank7 Corp.	$4.05M	0.25%	0.55%	-1.4%	Q1 2022
MSTRStrategy Inc	$3.66M	0.23%	Not reported	-7.4%	Q2 2022
HOODRobinhood Markets, Inc.	$3.12M	0.20%	0.01%	Not reported	Q1 2025
OKEOneok Inc	$2.75M	0.17%	0.01%	0.0%	Q1 2022
SHWSherwin Williams Co	$2.58M	0.16%	0.00%	Not reported	Q1 2022
MSFTMicrosoft Corp	$2.31M	0.14%	0.00%	+3.9%	Q1 2022
VLUEiSHARES TRUST	$2.26M	0.14%	Not reported	-12.0%	Q1 2022
PHYSSprott Physical Gold Trust	$2.2M	0.14%	0.02%	-21.5%	Q1 2022
BFAMBright Horizons Family Solutions Inc.	$2.03M	0.13%	0.06%	+18.2%	Q1 2022
PSLVSprott Physical Silver Trust	$1.64M	0.10%	0.01%	-24.7%	Q1 2022
GLDSPDR Gold Trust	$1.63M	0.10%	0.00%	+11.2%	Q1 2022
GOOGLAlphabet Inc.	$1.59M	0.10%	0.00%	+2.9%	Q1 2022
AMZNAmazon Com Inc	$1.45M	0.09%	0.00%	+4.2%	Q1 2022
XOMExxonMobil Holdings Corp	$1.24M	0.08%	0.00%	+1.7%	Q1 2022
TXNTexas Instruments Inc	$948K	0.06%	0.00%	-6.6%	Q1 2022
CVXChevron Corp	$945K	0.06%	0.00%	+10.9%	Q1 2022
JPMJPMorgan Chase & Co	$880K	0.06%	0.00%	+12.1%	Q1 2022
ABBVAbbVie Inc.	$759K	0.05%	0.00%	+0.1%	Q1 2022
HDHome Depot, Inc.	$686K	0.04%	0.00%	+1.6%	Q1 2022
LLYELI LILLY & Co	$592K	0.04%	0.00%	+2.1%	Q1 2022
CATCaterpillar Inc	$591K	0.04%	0.00%	Not reported	Q1 2022
JNJJohnson & Johnson	$535K	0.03%	0.00%	+0.1%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$533K	0.03%	0.00%	-3.0%	Q1 2022
SCZNXG NextGen Infrastructure Income Fund	$482K	0.03%	Not reported	-7.2%	Q1 2022
ATOAtmos Energy Corp	$479K	0.03%	0.00%	Not reported	Q1 2022
WMTWalmart Inc.	$456K	0.03%	0.00%	-7.2%	Q1 2022
PLTRPalantir Technologies Inc.	$454K	0.03%	0.00%	+8.2%	Q1 2022
LNGCheniere Energy, Inc.	$415K	0.03%	0.00%	Not reported	Q2 2025
GLWCorning Inc	$406K	0.03%	0.00%	Not reported	Q1 2022
AMGNAmgen Inc	$398K	0.02%	0.00%	Not reported	Q1 2022
FFord Motor Co	$361K	0.02%	0.00%	+17.8%	Q1 2022
TAt&T Inc.	$345K	0.02%	0.00%	+8.0%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$339K	0.02%	Not reported	+394.6%	Q1 2022
MCKMckesson Corp	$327K	0.02%	0.00%	Not reported	Q1 2022
AIQAlliance HealthCare Services, Inc	$296K	0.02%	0.04%	Not reported	Q4 2025
IBMInternational Business Machines Corp	$289K	0.02%	0.00%	Not reported	Q1 2022
IAUIshares Gold Trust	$253K	0.02%	0.00%	+2.5%	Q1 2022
MUMicron Technology Inc	$252K	0.02%	0.00%	-11.3%	Q1 2022
GBTCGrayscale Bitcoin Trust ETF	$251K	0.02%	0.00%	Not reported	Q1 2024
MLMMartin Marietta Materials Inc	$248K	0.02%	0.00%	+14233.3%	Q1 2024
BMNRBitmine Immersion Technologies, Inc.	$245K	0.02%	0.00%	Not reported	Q3 2025
EMREmerson Electric Co	$243K	0.02%	0.00%	+0.1%	Q1 2022
DEDeere & Co	$240K	0.02%	0.00%	Not reported	Q1 2022

Q1 2026Reported May 14, 2026509 positions
BITBBitwise Bitcoin ETF	$34.4M	2.34%	1.35%	+21.5%	Q1 2024
TSLATesla, Inc.	$9.9M	0.67%	0.00%	-14.7%	Q1 2022
AVIVAviv REIT, Inc.	$8.63M	0.59%	0.24%	-3.9%	Q1 2023
AAPLApple Inc.	$6.57M	0.45%	0.00%	-2.5%	Q1 2022
MSTRStrategy Inc	$5.68M	0.39%	Not reported	+181.9%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$4.61M	0.31%	Not reported	-15.2%	Q1 2022
NVDANvidia Corp	$4.32M	0.29%	0.00%	-1.6%	Q1 2022
BSVNBank7 Corp.	$4.13M	0.28%	0.55%	-18.6%	Q1 2022
FBTCFidelity Wise Origin Bitcoin Fund	$3.91M	0.27%	0.03%	+0.7%	Q1 2024
PHYSSprott Physical Gold Trust	$3.3M	0.22%	0.02%	+4.6%	Q1 2022
OKEOneok Inc	$2.86M	0.19%	0.01%	0.0%	Q1 2022
PSLVSprott Physical Silver Trust	$2.82M	0.19%	0.02%	-30.9%	Q1 2022
SHWSherwin Williams Co	$2.4M	0.16%	0.00%	Not reported	Q1 2022
MSFTMicrosoft Corp	$2.2M	0.15%	0.00%	-5.7%	Q1 2022
HOODRobinhood Markets, Inc.	$2.16M	0.15%	0.01%	-1.3%	Q1 2025
BFAMBright Horizons Family Solutions Inc.	$1.99M	0.14%	0.05%	Not reported	Q1 2022
VLUEiSHARES TRUST	$1.83M	0.12%	Not reported	-2.8%	Q1 2022
GLDSPDR Gold Trust	$1.71M	0.12%	0.00%	+3.5%	Q1 2022
XOMExxonMobil Holdings Corp	$1.51M	0.10%	0.00%	-39.0%	Q1 2022
GOOGLAlphabet Inc.	$1.25M	0.08%	0.00%	-7.4%	Q1 2022
AMZNAmazon Com Inc	$1.22M	0.08%	0.00%	-8.2%	Q1 2022
AGQProShares Trust II	$1.15M	0.08%	0.00%	-66.5%	Q2 2024
CVXChevron Corp	$1.06M	0.07%	0.00%	+0.1%	Q1 2022
JPMJPMorgan Chase & Co	$705K	0.05%	0.00%	+7.1%	Q1 2022
TXNTexas Instruments Inc	$661K	0.04%	0.00%	-46.7%	Q1 2022
ABBVAbbVie Inc.	$655K	0.04%	0.00%	+0.1%	Q1 2022
HDHome Depot, Inc.	$630K	0.04%	0.00%	+0.4%	Q1 2022
WMTWalmart Inc.	$539K	0.04%	0.00%	-4.4%	Q1 2022
PLTRPalantir Technologies Inc.	$526K	0.04%	0.00%	-37.1%	Q1 2022
JNJJohnson & Johnson	$514K	0.03%	0.00%	-13.1%	Q1 2022
ATOAtmos Energy Corp	$514K	0.03%	0.00%	Not reported	Q1 2022
SCZNXG NextGen Infrastructure Income Fund	$495K	0.03%	Not reported	Not reported	Q1 2022
LNGCheniere Energy, Inc.	$493K	0.03%	0.00%	Not reported	Q2 2025
TAt&T Inc.	$448K	0.03%	0.00%	+2.6%	Q1 2022
LLYELI LILLY & Co	$445K	0.03%	0.00%	-2.8%	Q1 2022
CATCaterpillar Inc	$393K	0.03%	0.00%	-17.5%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$389K	0.03%	0.00%	-35.1%	Q1 2022
AMGNAmgen Inc	$386K	0.03%	0.00%	+1.8%	Q1 2022
MCKMckesson Corp	$375K	0.03%	0.00%	Not reported	Q1 2022
BMNRBitmine Immersion Technologies, Inc.	$364K	0.02%	0.00%	+475.9%	Q3 2025
GBTCGrayscale Bitcoin Trust ETF	$291K	0.02%	0.00%	-29.7%	Q1 2024
IAUIshares Gold Trust	$288K	0.02%	0.00%	Not reported	Q1 2022
FFord Motor Co	$255K	0.02%	0.00%	Not reported	Q1 2022
IBMInternational Business Machines Corp	$249K	0.02%	0.00%	-4.6%	Q1 2022
WMWaste Management Inc	$242K	0.02%	0.00%	Not reported	Q1 2022
COSTCostco Wholesale Corp	$235K	0.02%	0.00%	-56.1%	Q1 2022
KOCoca Cola Co	$225K	0.02%	0.00%	+23.6%	Q1 2022
EMREmerson Electric Co	$222K	0.02%	0.00%	+0.2%	Q1 2022
ACNAccenture plc	$219K	0.01%	0.00%	-11.3%	Q1 2022
GLWCorning Inc	$216K	0.01%	0.00%	-3.8%	Q1 2022

Q4 2025Reported Feb 23, 2026510 positions
BITBBitwise Bitcoin ETF	$36.6M	2.52%	1.09%	+18.9%	Q1 2024
TSLATesla, Inc.	$14M	0.97%	0.00%	+1.0%	Q1 2022
AVIVAviv REIT, Inc.	$8.55M	0.59%	0.25%	-2.1%	Q1 2023
AAPLApple Inc.	$7.22M	0.50%	0.00%	+0.5%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$5.7M	0.39%	Not reported	+55.4%	Q1 2022
BSVNBank7 Corp.	$5.1M	0.35%	0.68%	+0.3%	Q1 2022
FBTCFidelity Wise Origin Bitcoin Fund	$5.02M	0.35%	0.03%	+3.2%	Q1 2024
NVDANvidia Corp	$4.69M	0.32%	0.00%	-6.6%	Q1 2022
AGQProShares Trust II	$4.46M	0.31%	0.03%	Not reported	Q2 2024
PSLVSprott Physical Silver Trust	$3.96M	0.27%	0.03%	+1.1%	Q1 2022
HOODRobinhood Markets, Inc.	$3.56M	0.25%	0.01%	+3.6%	Q1 2025
MSFTMicrosoft Corp	$3.05M	0.21%	0.00%	0.0%	Q1 2022
PHYSSprott Physical Gold Trust	$2.94M	0.20%	0.02%	Not reported	Q1 2022
BFAMBright Horizons Family Solutions Inc.	$2.46M	0.17%	0.04%	Not reported	Q1 2022
MSTRStrategy Inc	$2.45M	0.17%	Not reported	+0.3%	Q2 2022
SHWSherwin Williams Co	$2.43M	0.17%	0.00%	Not reported	Q1 2022
OKEOneok Inc	$2.33M	0.16%	0.01%	0.0%	Q1 2022
VLUEiSHARES TRUST	$1.81M	0.12%	Not reported	-2.8%	Q1 2022
XOMExxonMobil Holdings Corp	$1.76M	0.12%	0.00%	-0.7%	Q1 2022
GLDSPDR Gold Trust	$1.52M	0.10%	0.00%	+18.3%	Q1 2022
AMZNAmazon Com Inc	$1.47M	0.10%	0.00%	-15.4%	Q1 2022
GOOGLAlphabet Inc.	$1.47M	0.10%	0.00%	+10.6%	Q1 2022
TXNTexas Instruments Inc	$1.11M	0.08%	0.00%	-4.4%	Q1 2022
PLTRPalantir Technologies Inc.	$1.02M	0.07%	0.00%	+16.6%	Q1 2022
CVXChevron Corp	$783K	0.05%	0.00%	-3.0%	Q1 2022
JPMJPMorgan Chase & Co	$721K	0.05%	0.00%	-1.3%	Q1 2022
ABBVAbbVie Inc.	$687K	0.05%	0.00%	-2.8%	Q1 2022
HDHome Depot, Inc.	$656K	0.05%	0.00%	-2.7%	Q1 2022
RTXRTX Corp	$617K	0.04%	0.00%	+1.6%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$539K	0.04%	0.00%	+0.3%	Q1 2022
GBTCGrayscale Bitcoin Trust ETF	$537K	0.04%	0.00%	Not reported	Q1 2024
LLYELI LILLY & Co	$535K	0.04%	0.00%	-13.1%	Q1 2022
WMTWalmart Inc.	$505K	0.03%	0.00%	+5.3%	Q1 2022
JNJJohnson & Johnson	$501K	0.03%	0.00%	+1.8%	Q1 2022
STRKStrategy Inc	$499K	0.03%	Not reported	Not reported	Q1 2025
SCZNXG NextGen Infrastructure Income Fund	$490K	0.03%	Not reported	-2.7%	Q1 2022
ATOAtmos Energy Corp	$467K	0.03%	0.00%	-1.1%	Q1 2022
COSTCostco Wholesale Corp	$463K	0.03%	0.00%	-2.5%	Q1 2022
CATCaterpillar Inc	$386K	0.03%	0.00%	-16.9%	Q1 2022
TAt&T Inc.	$374K	0.03%	0.00%	-23.6%	Q1 2022
MCKMckesson Corp	$355K	0.02%	0.00%	-0.5%	Q1 2022
MDYSPDR S&P Midcap 400 ETF Trust	$355K	0.02%	Not reported	Not reported	Q2 2022
AMGNAmgen Inc	$353K	0.02%	0.00%	-1.9%	Q1 2022
LNGCheniere Energy, Inc.	$338K	0.02%	0.00%	-0.2%	Q2 2025
ACNAccenture plc	$334K	0.02%	0.00%	-0.1%	Q1 2022
IBMInternational Business Machines Corp	$319K	0.02%	0.00%	Not reported	Q1 2022
FFord Motor Co	$289K	0.02%	0.00%	Not reported	Q1 2022
ONDSOndas Inc.	$266K	0.02%	0.01%	+3.8%	Q1 2025
IAUIshares Gold Trust	$265K	0.02%	0.00%	Not reported	Q1 2022
WMWaste Management Inc	$231K	0.02%	0.00%	Not reported	Q1 2022

Q3 2025Reported Nov 13, 2025543 positions
BITBBitwise Bitcoin ETF	$40.2M	2.85%	0.86%	+8.4%	Q1 2024
TSLATesla, Inc.	$13.7M	0.97%	0.00%	-1.0%	Q1 2022
AVIVAviv REIT, Inc.	$8.27M	0.59%	0.25%	-1.0%	Q1 2023
AAPLApple Inc.	$6.73M	0.48%	0.00%	+3.4%	Q1 2022
FBTCFidelity Wise Origin Bitcoin Fund	$6.36M	0.45%	0.03%	+4.5%	Q1 2024
MSTRStrategy Inc	$5.18M	0.37%	Not reported	+2.0%	Q2 2022
BSVNBank7 Corp.	$5.09M	0.36%	0.68%	+10.7%	Q1 2022
NVDANvidia Corp	$5.03M	0.36%	0.00%	+16.6%	Q1 2022
HOODRobinhood Markets, Inc.	$4.35M	0.31%	0.01%	+1.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$3.58M	0.25%	Not reported	+0.1%	Q1 2022
MSFTMicrosoft Corp	$3.27M	0.23%	0.00%	-0.8%	Q1 2022
PHYSSprott Physical Gold Trust	$2.63M	0.19%	0.02%	Not reported	Q1 2022
BFAMBright Horizons Family Solutions Inc.	$2.63M	0.19%	0.04%	Not reported	Q1 2022
PSLVSprott Physical Silver Trust	$2.6M	0.18%	0.03%	Not reported	Q1 2022
SHWSherwin Williams Co	$2.59M	0.18%	0.00%	0.0%	Q1 2022
OKEOneok Inc	$2.31M	0.16%	0.01%	0.0%	Q1 2022
AGQProShares Trust II	$2.19M	0.16%	0.02%	Not reported	Q2 2024
VLUEiSHARES TRUST	$1.71M	0.12%	Not reported	-12.9%	Q1 2022
XOMExxonMobil Holdings Corp	$1.66M	0.12%	0.00%	-18.1%	Q1 2022
AMZNAmazon Com Inc	$1.65M	0.12%	0.00%	+19.0%	Q1 2022
TXNTexas Instruments Inc	$1.23M	0.09%	0.00%	+83.3%	Q1 2022
GLDSPDR Gold Trust	$1.15M	0.08%	0.00%	+10.6%	Q1 2022
GOOGLAlphabet Inc.	$1.03M	0.07%	0.00%	+23.7%	Q1 2022
PLTRPalantir Technologies Inc.	$894K	0.06%	0.00%	+9.7%	Q1 2022
CVXChevron Corp	$822K	0.06%	0.00%	+0.3%	Q1 2022
HDHome Depot, Inc.	$794K	0.06%	0.00%	+0.5%	Q1 2022
ABBVAbbVie Inc.	$717K	0.05%	0.00%	+1.1%	Q1 2022
JPMJPMorgan Chase & Co	$715K	0.05%	0.00%	+7.0%	Q1 2022
GBTCGrayscale Bitcoin Trust ETF	$706K	0.05%	0.00%	Not reported	Q1 2024
SMMUOasys Mobile, Inc.	$682K	0.05%	Not reported	+0.7%	Q3 2024
BLKBlackRock, Inc.	$590K	0.04%	0.00%	+502.4%	Q3 2023
STRKStrategy Inc	$581K	0.04%	Not reported	+1.4%	Q1 2025
TAt&T Inc.	$556K	0.04%	0.00%	+6.0%	Q1 2022
RTXRTX Corp	$554K	0.04%	0.00%	+447.9%	Q1 2022
COSTCostco Wholesale Corp	$510K	0.04%	0.00%	-2.7%	Q1 2022
SCZNXG NextGen Infrastructure Income Fund	$498K	0.04%	Not reported	-0.3%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$494K	0.04%	0.00%	+4.5%	Q1 2022
ATOAtmos Energy Corp	$480K	0.03%	0.00%	Not reported	Q1 2022
WMTWalmart Inc.	$444K	0.03%	0.00%	+1.4%	Q1 2022
JNJJohnson & Johnson	$441K	0.03%	0.00%	+6.5%	Q1 2022
LLYELI LILLY & Co	$437K	0.03%	0.00%	+14.4%	Q1 2022
LNGCheniere Energy, Inc.	$409K	0.03%	0.00%	+0.3%	Q2 2025
CATCaterpillar Inc	$386K	0.03%	0.00%	+14.6%	Q1 2022
GRBKGreen Brick Partners, Inc.	$369K	0.03%	0.01%	Not reported	Q1 2022
MCKMckesson Corp	$336K	0.02%	0.00%	+0.9%	Q1 2022
AMGNAmgen Inc	$310K	0.02%	0.00%	-0.4%	Q1 2022
ACNAccenture plc	$307K	0.02%	0.00%	-0.6%	Q1 2022
IBMInternational Business Machines Corp	$304K	0.02%	0.00%	+0.3%	Q1 2022
FFord Motor Co	$264K	0.02%	0.00%	+0.1%	Q1 2022
IAUIshares Gold Trust	$238K	0.02%	0.00%	+8.3%	Q1 2022

Premium opens every quarter this fund has filed