Filed: 7/8/2026ACC: 0001908938-26-000003
📋 What this filing means
BEAIRD HARRIS WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 707 equity positions with a total reported market value of $1.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
707
Positions
$1.60B
Total AUM (reported)
24.06M
Total Shares
Allocation by class
SHOR DUR FIX ETF$152.77M9.6%
CORE FIXE IN ETF$139.14M8.7%
US LARGE CAP VLU$121.06M7.6%
S&P 500 ETF SHS$107.28M6.7%
US SML CP VALU$93.56M5.9%
US HIGH PROF ETF$85.44M5.4%
AVANTIS US LARG$75.71M4.7%
Portfolio Concentration
Top 3$412.97M25.9%
4–10$542.98M34.0%
11–25$415.59M26.0%
Rest$224.91M14.1%
Top 3 weight
25.9%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 24.06M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
24.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole707
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings707
Rows:
DIMENSIONAL ETF TRUST
SOLEShares3.20M
TypeSH
Market value$152.77M
9.57%
Sole
0.00
Shared
0.00
None
3.20M
DIMENSIONAL ETF TRUST
SOLEShares3.30M
TypeSH
Market value$139.14M
8.72%
Sole
0.00
Shared
0.00
None
3.30M
AMERICAN CENTY ETF TR
SOLEShares1.33M
TypeSH
Market value$121.06M
7.58%
Sole
0.00
Shared
0.00
None
1.33M
VANGUARD INDEX FDS
SOLEShares156.20K
TypeSH
Market value$107.28M
6.72%
Sole
0.00
Shared
0.00
None
156.20K
AMERICAN CENTY ETF TR
SOLEShares749.89K
TypeSH
Market value$93.56M
5.86%
Sole
0.00
Shared
0.00
None
749.89K
DIMENSIONAL ETF TRUST
SOLEShares2.05M
TypeSH
Market value$85.44M
5.35%
Sole
0.00
Shared
0.00
None
2.05M
AMERICAN CENTY ETF TR
SOLEShares841.60K
TypeSH
Market value$75.71M
4.74%
Sole
0.00
Shared
0.00
None
841.60K
DIMENSIONAL ETF TRUST
SOLEShares1.19M
TypeSH
Market value$65.64M
4.11%
Sole
0.00
Shared
0.00
None
1.19M
DIMENSIONAL ETF TRUST
SOLEShares1.14M
TypeSH
Market value$61.82M
3.87%
Sole
0.00
Shared
0.00
None
1.14M
AMERICAN CENTY ETF TR
SOLEShares554.74K
TypeSH
Market value$53.53M
3.35%
Sole
0.00
Shared
0.00
None
554.74K
VANGUARD TAX-MANAGED FDS
SOLEShares743.06K
TypeSH
Market value$52.94M
3.32%
Sole
0.00
Shared
0.00
None
743.06K
VANGUARD MUN BD FDS
SOLEShares875.62K
TypeSH
Market value$44.29M
2.77%
Sole
0.00
Shared
0.00
None
875.62K
AMERICAN CENTY ETF TR
SOLEShares427.01K
TypeSH
Market value$44.00M
2.76%
Sole
0.00
Shared
0.00
None
427.01K
DIMENSIONAL ETF TRUST
SOLEShares505.29K
TypeSH
Market value$41.61M
2.61%
Sole
0.00
Shared
0.00
None
505.29K
DIMENSIONAL ETF TRUST
SOLEShares743.39K
TypeSH
Market value$40.49M
2.54%
Sole
0.00
Shared
0.00
None
743.39K
DIMENSIONAL ETF TRUST
SOLEShares796.38K
TypeSH
Market value$38.49M
2.41%
Sole
0.00
Shared
0.00
None
796.38K
DIMENSIONAL ETF TRUST
SOLEShares472.42K
TypeSH
Market value$33.02M
2.07%
Sole
0.00
Shared
0.00
None
472.42K
BITWISE BITCOIN ETF TR
SOLEShares937.92K
TypeSH
Market value$29.88M
1.87%
Sole
0.00
Shared
0.00
None
937.92K
VANGUARD MALVERN FDS
SOLEShares203.99K
TypeSH
Market value$15.57M
0.98%
Sole
0.00
Shared
0.00
None
203.99K
VANGUARD INDEX FDS
SOLEShares40.74K
TypeSH
Market value$15.08M
0.94%
Sole
0.00
Shared
0.00
None
40.74K
ISHARES TR
SOLEShares19.80K
TypeSH
Market value$14.83M
0.93%
Sole
0.00
Shared
0.00
None
19.80K
VANGUARD MALVERN FDS
SOLEShares266.38K
TypeSH
Market value$13.38M
0.84%
Sole
0.00
Shared
0.00
None
266.38K
TESLA INC
SOLEShares26.52K
TypeSH
Market value$11.16M
0.70%
Sole
0.00
Shared
0.00
None
26.52K
VANGUARD INTL EQUITY INDEX F
SOLEShares125.28K
TypeSH
Market value$10.49M
0.66%
Sole
0.00
Shared
0.00
None
125.28K
DIMENSIONAL ETF TRUST
SOLEShares257.79K
TypeSH
Market value$10.37M
0.65%
Sole
0.00
Shared
0.00
None
257.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 3.20M | SH | $152.77M 9.57% | 0.00 | 0.00 | 3.20M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 3.30M | SH | $139.14M 8.72% | 0.00 | 0.00 | 3.30M |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 1.33M | SH | $121.06M 7.58% | 0.00 | 0.00 | 1.33M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 156.20K | SH | $107.28M 6.72% | 0.00 | 0.00 | 156.20K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 749.89K | SH | $93.56M 5.86% | 0.00 | 0.00 | 749.89K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 2.05M | SH | $85.44M 5.35% | 0.00 | 0.00 | 2.05M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 841.60K | SH | $75.71M 4.74% | 0.00 | 0.00 | 841.60K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 1.19M | SH | $65.64M 4.11% | 0.00 | 0.00 | 1.19M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 1.14M | SH | $61.82M 3.87% | 0.00 | 0.00 | 1.14M |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 554.74K | SH | $53.53M 3.35% | 0.00 | 0.00 | 554.74K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 743.06K | SH | $52.94M 3.32% | 0.00 | 0.00 | 743.06K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 875.62K | SH | $44.29M 2.77% | 0.00 | 0.00 | 875.62K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 427.01K | SH | $44.00M 2.76% | 0.00 | 0.00 | 427.01K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 505.29K | SH | $41.61M 2.61% | 0.00 | 0.00 | 505.29K |
DIMENSIONAL ETF TRUSTSOLE | GLOB CO PLUS ETF | 743.39K | SH | $40.49M 2.54% | 0.00 | 0.00 | 743.39K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 796.38K | SH | $38.49M 2.41% | 0.00 | 0.00 | 796.38K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 472.42K | SH | $33.02M 2.07% | 0.00 | 0.00 | 472.42K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 937.92K | SH | $29.88M 1.87% | 0.00 | 0.00 | 937.92K |
VANGUARD MALVERN FDSSOLE | SHOR DURA BD ETF | 203.99K | SH | $15.57M 0.98% | 0.00 | 0.00 | 203.99K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 40.74K | SH | $15.08M 0.94% | 0.00 | 0.00 | 40.74K |
ISHARES TRSOLE | CORE S&P500 ETF | 19.80K | SH | $14.83M 0.93% | 0.00 | 0.00 | 19.80K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 266.38K | SH | $13.38M 0.84% | 0.00 | 0.00 | 266.38K |
TESLA INCSOLE | COM | 26.52K | SH | $11.16M 0.70% | 0.00 | 0.00 | 26.52K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 125.28K | SH | $10.49M 0.66% | 0.00 | 0.00 | 125.28K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 257.79K | SH | $10.37M 0.65% | 0.00 | 0.00 | 257.79K |
Page 1 of 29
…