Beaird Harris Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
686
Total value ($000)
$1,471,312
Net value change ($000)
+19,311 (1.3%)
New positions
33
Sold out positions
50
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFGP 11,020 47.6%
VSDB 10,216 20031.4%
AVLV 7,494 7.4%
AVUV 7,444 9.9%
AVLC 5,763 11.1%
VPLS 4,197 NEW
MSTR 3,225 131.5%
DFIV 2,167 3.7%
VEA 2,001 4.4%
VCRM 1,972 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFSD -4,777 -3.1%
VTIP -4,395 -22.4%
TSLA -4,142 -29.5%
AGQ -3,311 -74.2%
DFNM -2,703 -6.6%
BITB -2,174 -5.9%
DFAR -2,079 -17.4%
IVV -1,458 -10.3%
HOOD -1,408 -39.5%
PSLV -1,136 -28.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type