Beaird Harris Wealth Management, LLC: 13F holdings
CIK 19089382026Q2
| Positions | 707 |
|---|---|
| Reported value | $1.6bn |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFSD DIMENSIONAL ETF TRUST | 3,199,436 | $152.8m | 9.7% |
| DFCF DIMENSIONAL ETF TRUST | 3,296,316 | $139.1m | 8.8% |
| AVLV AMERICAN CENTY ETF TR | 1,327,308 | $121.1m | 7.7% |
| VOO VANGUARD INDEX FDS | 156,202 | $107.3m | 6.8% |
| AVUV AMERICAN CENTY ETF TR | 749,891 | $93.6m | 5.9% |
| DIMENSIONAL ETF TRUST | 2,047,480 | $85.4m | 5.4% |
| SPYM AMERICAN CENTY ETF TR | 841,598 | $75.7m | 4.8% |
| YM=F DIMENSIONAL ETF TRUST | 1,193,244 | $65.6m | 4.2% |
| DFIV DIMENSIONAL ETF TRUST | 1,144,454 | $61.8m | 3.9% |
| AVEM AMERICAN CENTY ETF TR | 554,738 | $53.5m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908938")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.