Beaird Harris Wealth Management, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001908938 · DALLAS, TX

As of Sep 30, 2025, Beaird Harris Wealth Management, LLC reported 727 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	2,956,759	42.5M	10.15%
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	3,154,360	34.9M	9.61%
AVANTIS US LARGE CAP VALUE ETF	AVLV	—	1,286,875	$93.0M	6.63%
VANGUARD 500 INDEX FUND	VOO	—	134,048	$82.1M	5.85%
AVANTIS US SMALL CAP VALUE ETF	AVUV	—	705,596	$70.2M	5.00%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	1,853,805	$70.0M	4.99%
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	—	1,280,572	$57.2M	4.08%
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	—	1,185,998	$54.7M	3.90%
VANGUARD TAX-EXEMPT BOND INDEX FUND	VTEB	—	926,283	$46.4M	3.31%
AMERICAN CENTY ETF TR	AVLC	—	600,224	$45.9M	3.27%
AVANTIS EMERGING MARKETS EQUITY ETF	AVEM	Equity	588,841	$44.2M	3.15%
VANGUARD TAX-MANAGED FUNDS	VEA	—	717,676	$43.0M	3.06%
BITWISE BITCOIN ETF	BITB	—	646,513	$40.2M	2.87%
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	DFNM	—	836,330	$40.1M	2.86%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	AVDV	Equity	439,978	$39.2M	2.79%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	565,746	$38.7M	2.76%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	633,092	$32.1M	2.28%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	500,864	$29.2M	2.08%
DIMENSIONAL US REAL ESTATE ETF	DFAR	—	1,079,686	$25.8M	1.84%
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	DFGP	—	277,207	5.4M	1.10%
TESLA INC	TSLA	Consumer Cyclical	30,901	3.7M	0.98%
ISHARES CORE S&P 500 ETF	IVV	—	20,044	3.4M	0.96%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	37,139	2.2M	0.87%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	VSS	—	78,710	1.2M	0.80%
VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	VTES	—	108,142	1.0M	0.79%