Beaird Harris Wealth Management, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,596,459
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 707 | 1,596,459 | 13F-HR | Beaird Harris Wealth Management, LLC |
| Q1 2026 | 5/14/2026 | 686 | 1,471,312 | 13F-HR | Beaird Harris Wealth Management, LLC |
| Q4 2025 | 2/23/2026 | 706 | 1,452,001 | 13F-HR | Beaird Harris Wealth Management, LLC |
| Q3 2025 | 11/13/2025 | 725 | 1,410,604 | 13F-HR | Beaird Harris Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 622 | 1,292,473 | 13F-HR | Beaird Harris Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.29 K | 5.0% | 3.495 K | 0 | 3.495 K |
| ETFs | 1.512 M | 94.7% | 122.2 K | 0 | 122.2 K |
| Debt | 5.381 K | 0.3% | 0 | 579 | -579 |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
1,596,459
Holdings
707
QoQ value change ($000)
125,147
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.