Beaird Harris Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
690
Total value ($000)
$1,551,934
Net value change ($000)
-44,525 (-2.8%)
New positions
32
Sold out positions
51
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
BITB 13,352 44.7%
DFGP 9,217 22.8%
AVLC 6,857 9.1%
FBTC 6,287 136.8%
DFA INVT DIMENSIONS GROUP IN 5,587 NEW
VOO 4,900 4.6%
VSDB 4,823 31.0%
VSDM 4,272 74.6%
VPLS 4,083 58.4%
MSTR 3,536 96.5%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -85,441 -100.0%
DFAR -6,759 -100.0%
DFCF -5,499 -4.0%
AVUV -3,946 -4.2%
DFAS -3,194 -7.7%
OKE -2,751 -100.0%
VTEB -2,200 -5.0%
DFAT -2,161 -6.5%
VTIP -2,006 -15.0%
TSLA -1,737 -15.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,190 (0.1% of total reported value)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type