13F Filings History of Beaird Harris Wealth Management, LLC

Latest 13F report
Q4 2025 - 23 Feb 2026
Value $
$1,451,164,110
Signature - Title
Joseph Dunn - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Beaird Harris Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beaird Harris Wealth Management, LLC reported 696 stock holdings with total value $1,451,164,110 as of Q4 2025. Top holdings included DFSD, DFCF, AVLV, VOO, and DUHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 696 $1,451,164,110 +$66,239,217 -$37,209,506 +$29,029,711 DFSD, DFCF, AVLV, VOO, DUHP 13F-HR 23 Feb 2026, 15:18
Q3 2025 716 $1,409,585,147 +$89,500,312 -$40,716,474 +$48,783,838 DFSD, DFCF, AVLV, VOO, AVUV 13F-HR 13 Nov 2025, 17:00
Q2 2025 619 $1,291,550,102 +$57,164,441 -$9,271,955 +$47,892,486 DFCF, DFSD, AVLV, VOO, AVUV 13F-HR 14 Aug 2025, 17:16
Q1 2025 504 $1,176,262,203 +$46,062,564 -$18,941,581 +$27,120,983 DFCF, DFSD, AVLV, VOO, DFUV 13F-HR 15 May 2025, 14:06
Q4 2024 497 $1,157,766,010 +$57,810,798 -$22,079,032 +$35,731,766 DFCF, DFSD, AVLV, DFUV, AVUV 13F-HR 10 Feb 2025, 12:49
Q3 2024 510 $1,144,668,806 +$79,538,702 -$51,154,700 +$28,384,002 DFCF, DFSD, AVLV, DFUV, AVUV 13F-HR 02 Dec 2024, 10:05
Q2 2024 693 $1,062,197,626 +$111,847,195 -$65,397,200 +$46,449,995 DFCF, DFSD, AVLV, DFUV, VTEB 13F-HR 15 Aug 2024, 17:30
Q1 2024 622 $1,025,764,205 +$46,967,145 -$6,313,722 +$40,653,423 DFCF, DFSD, DFAS, DFUV, AVLV 13F-HR 15 May 2024, 16:40
Q4 2023 598 $953,069,361 +$84,577,613 -$31,258,128 +$53,319,485 DFCF, DFSD, DFAS, DFUV, AVLV 13F-HR 27 Feb 2024, 16:58
Q3 2023 454 $835,342,112 +$33,749,059 -$13,645,877 +$20,103,182 DFCF, DFSD, DFNM, DFAS, VTEB 13F-HR 15 Nov 2023, 15:13
Q2 2023 464 $835,453,687 +$293,592,089 -$30,215,013 +$263,377,076 DFCF, DFSD, DFNM, DFAS, VTEB 13F-HR 26 Jul 2023, 14:39
Q1 2023 486 $557,083,479 +$16,123,850 -$12,217,181 +$3,906,669 DFAS, DFUV, VTIP, DFIV, DFAR 13F-HR 24 Apr 2023, 11:11
Q4 2022 738 $534,963,043 +$52,242,647 -$18,030,949 +$34,211,698 DFUV, DFAS, VTIP, DFIV, DFAR 13F-HR 14 Feb 2023, 15:57
Q3 2022 479 $456,238,000 +$107,780,006 -$5,878,329 +$101,901,677 VTIP, DFUV, DFAS, DFIV, DFAR 13F-HR 02 Nov 2022, 16:57
Q2 2022 398 $362,817,000 +$153,425,017 -$22,189,009 +$131,236,008 VTIP, DFUV, DFAS, DFIV, DFAT 13F-HR 12 Aug 2022, 16:49
Q1 2022 596 $276,627,000 +$39,107,361 -$33,223,104 +$5,884,257 VTIP, DFAS, DFAT, DFIV, ET 13F-HR 27 May 2022, 11:29
Q4 2021 647 $273,593,000 $0 $0 $0 VTIP, DFAS, DFAT, DFIV, ET 13F-HR 17 May 2022, 14:57