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Super Investors Beaird Harris Wealth Management, LLC
BH

Beaird Harris Wealth Management, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$1.6B
Positions
707
Quarter ended
June 30, 2026
Filed
July 08, 2026

Reported portfolio value by quarter (19 quarters reported)

$1.6B $274M
Q4 21 Q4 22 Q4 23 Q4 24 Q4 25 Q2 26

$274M in Q4 2021 → $1.6B now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 9.6% Added 2.9% 3,199,436 $153M
DE Dimensional ETF Trust 8.7% Added 2.1% 3,296,316 $139M
AC American Centy ETF Tr 7.6% Trimmed 1.1% 1,327,308 $121M
VI Vanguard Index Fds 6.7% Added 1.3% 156,202 $107M
AC American Centy ETF Tr 5.9% Added 0.2% 749,891 $93.6M
DE Dimensional ETF Trust 5.4% Trimmed 4.3% 2,047,480 $85.4M
AC American Centy ETF Tr 4.7% Added 13% 841,598 $75.7M
DE Dimensional ETF Trust 4.1% Trimmed 2.6% 1,193,244 $65.6M
DE Dimensional ETF Trust 3.9% Trimmed 0.4% 1,144,454 $61.8M
AC American Centy ETF Tr 3.4% Trimmed 3.1% 554,738 $53.5M
VT Vanguard Tax-managed Fds 3.3% Added 0.1% 743,059 $52.9M
VM Vanguard Mun Bd Fds 2.8% Trimmed 2.1% 875,617 $44.3M
AC American Centy ETF Tr 2.8% Added 0.1% 427,007 $44M
DE Dimensional ETF Trust 2.6% Trimmed 4.6% 505,291 $41.6M
DE Dimensional ETF Trust 2.5% Added 17% 743,391 $40.5M
DE Dimensional ETF Trust 2.4% Added 0.1% 796,384 $38.5M
DE Dimensional ETF Trust 2.1% Trimmed 2.6% 472,417 $33M
BB Bitwise Bitcoin ETF Tr 1.9% Added 0.4% 937,917 $29.9M
VM Vanguard Malvern Fds 1.0% Added 51% 203,992 $15.6M
VI Vanguard Index Fds 0.9% Added 2.3% 40,744 $15.1M
IT Ishares Tr 0.9% Added 1.5% 19,799 $14.8M
VM Vanguard Malvern Fds 0.8% Trimmed 13% 266,385 $13.4M
Tesla Inc 0.7% Trimmed 0.4% 26,522 $11.2M
VI Vanguard Intl Equity Index F 0.7% Trimmed 1.5% 125,282 $10.5M
DE Dimensional ETF Trust 0.6% Trimmed 3.6% 257,794 $10.4M
VI Vanguard Intl Equity Index F 0.6% Trimmed 2.0% 66,466 $10.3M
VW Vanguard Wellington Fd 0.6% Trimmed 4.0% 94,970 $9.62M
AC American Centy ETF Tr 0.6% Trimmed 0.4% 114,886 $8.89M
AC American Centy ETF Tr 0.5% Trimmed 1.6% 113,871 $8.35M
AC American Centy ETF Tr 0.5% Trimmed 7.6% 170,145 $7.93M
Apple Inc 0.5% Added 1.2% 26,213 $7.59M
VM Vanguard Malvern Fds 0.4% Added 67% 90,080 $6.99M
DE Dimensional ETF Trust 0.4% Trimmed 38% 258,386 $6.76M
SS Schwab Strategic Tr 0.4% Trimmed 0.5% 133,480 $6.42M
VM Vanguard Mun Bd Fds 0.4% Added 191% 74,692 $5.72M
IT Ishares Tr 0.3% Trimmed 1.3% 127,193 $5.51M
SS State Str SPDR S&P 500 ETF T 0.3% Added 2.6% 7,276 $5.43M
Nvidia Corporation 0.3% Added 3.6% 25,651 $5.13M
DE Dimensional ETF Trust 0.3% Added 10% 59,539 $4.88M
FW Fidelity Wise Origin Bitcoin 0.3% Added 36% 90,014 $4.6M
SS Schwab Strategic Tr 0.3% Trimmed 13% 166,612 $4.3M
IT Ishares Tr 0.3% Trimmed 0.5% 39,886 $4.29M
VM Vanguard Mun Bd Fds 0.3% Added 111% 55,414 $4.23M
VB Vanguard Bd Index Fds 0.3% Trimmed 1.4% 51,956 $4.05M
Strategy Inc 0.2% Trimmed 7.4% 42,138 $3.66M
AC American Centy ETF Tr 0.2% Trimmed 1.5% 68,393 $3.24M
RM Robinhood Mkts Inc 0.2% Unchanged 31,102 $3.12M
VI Vanguard Index Fds 0.2% Trimmed 7.6% 11,366 $2.76M
ON Oneok Inc New 0.2% Added 0.0% 31,639 $2.75M
VI Vanguard Index Fds 0.2% Trimmed 0.8% 12,019 $2.62M
Sherwin Williams Co 0.2% Unchanged 7,493 $2.58M
VI Vanguard Index Fds 0.2% Added 0.1% 8,032 $2.43M
Microsoft Corp 0.1% Added 3.9% 6,183 $2.31M
DE Dimensional ETF Trust 0.1% Added 4.4% 51,832 $2.3M
IT Ishares Tr 0.1% Trimmed 12% 11,332 $2.26M
SA Sprott Asset Management LP 0.1% Trimmed 22% 73,029 $2.2M
BH Bright Horizons Fam Sol In D 0.1% Added 18% 28,633 $2.03M
IT Ishares Tr 0.1% Trimmed 2.8% 17,770 $1.89M
VB Vanguard Bd Index Fds 0.1% Added 17% 24,950 $1.83M
SA Sprott Asset Management LP 0.1% Trimmed 25% 87,133 $1.64M

Showing top 60 of 707 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q2 2026

quarter ended June 30, 2026 · filed July 08, 2026

Company Action Shares changed Value of change % of portfolio
AC American Centy ETF Tr Added +96,843 +$8.71M 4.7%
DE Dimensional ETF Trust Added +110,692 +$6.03M 2.5%
VM Vanguard Malvern Fds Added +69,337 +$5.29M 1.0%
DE Dimensional ETF Trust Added +89,730 +$4.28M 9.6%
DE Dimensional ETF Trust Trimmed −159,125 −$4.16M 0.4%
DE Dimensional ETF Trust Trimmed −91,847 −$3.83M 5.4%
VM Vanguard Mun Bd Fds Added +49,051 +$3.76M 0.4%
DE Dimensional ETF Trust Added +66,922 +$2.82M 8.7%
VM Vanguard Malvern Fds Added +35,988 +$2.79M 0.4%
VM Vanguard Mun Bd Fds Added +29,177 +$2.23M 0.3%

Showing the 10 largest of 341 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 14, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +204,745 +$11.1M 2.3%
VM Vanguard Malvern Fds Added +133,987 +$10.2M 0.7%
AC American Centy ETF Tr Added +83,429 +$6.47M 3.9%
BB Bitwise Bitcoin ETF Tr Added +165,458 +$6.09M 2.3%
VI Vanguard Index Fds Added +8,175 +$4.88M 6.3%
VM Vanguard Malvern Fds Trimmed −91,891 −$4.59M 1.0%
DE Dimensional ETF Trust Trimmed −95,101 −$4.55M 10.1%
VM Vanguard Malvern Fds New +54,092 +$4.2M 0.3%
Strategy Inc Added +29,351 +$3.66M 0.4%
DE Dimensional ETF Trust Added +90,925 +$3.34M 5.3%

Showing the 10 largest of 307 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 23, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Trimmed −557,752 −$12.8M 0.8%
DE Dimensional ETF Trust Added +248,048 +$11.9M 10.6%
VM Vanguard Malvern Fds Trimmed −236,563 −$11.7M 1.4%
DE Dimensional ETF Trust Added +150,747 +$8.15M 1.6%
VI Vanguard Index Fds Added +12,038 +$7.55M 6.3%
DE Dimensional ETF Trust Added +194,597 +$7.4M 5.4%
BB Bitwise Bitcoin ETF Tr Added +122,276 +$5.82M 2.5%
AC American Centy ETF Tr Added +61,102 +$4.8M 3.6%
AC American Centy ETF Tr Added +31,730 +$3.24M 5.2%
AC American Centy ETF Tr Added +42,457 +$3.22M 6.9%

Showing the 10 largest of 378 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 13, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +375,323 +$18.1M 10.1%
DE Dimensional ETF Trust Trimmed −708,956 −$16.9M 1.8%
DE Dimensional ETF Trust Added +317,625 +$12M 5.0%
VI Vanguard Index Fds Added +19,301 +$11.8M 5.8%
VM Vanguard Malvern Fds Trimmed −218,830 −$11.1M 2.3%
DE Dimensional ETF Trust Added +185,242 +$10.3M 1.1%
AC American Centy ETF Tr Added +89,884 +$6.5M 6.6%
AC American Centy ETF Tr Added +78,356 +$6M 3.3%
DE Dimensional ETF Trust Added +117,208 +$5.01M 9.6%
AC American Centy ETF Tr Added +43,669 +$4.35M 5.0%

Showing the 10 largest of 572 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 14, 2025

Company Action Shares changed Value of change % of portfolio
AC American Centy ETF Tr Added +70,547 +$6.43M 4.7%
AC American Centy ETF Tr Added +79,717 +$5.44M 6.3%
DE Dimensional ETF Trust New +91,965 +$5.01M 0.4%
AC American Centy ETF Tr Added +65,603 +$4.66M 2.9%
VI Vanguard Index Fds Added +7,084 +$4.02M 5.0%
VI Vanguard Index Fds Added +13,225 +$4.02M 0.9%
BB Bitwise Bitcoin ETF Tr Added +60,650 +$3.55M 2.7%
BH Bright Horizons Fam Sol In D New +24,235 +$3M 0.2%
DE Dimensional ETF Trust Trimmed −54,144 −$2.6M 9.6%
DE Dimensional ETF Trust Added +51,612 +$1.84M 4.2%

Showing the 10 largest of 440 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 15, 2025

Company Action Shares changed Value of change % of portfolio
BB Bitwise Bitcoin ETF Tr Added +185,930 +$8.34M 2.0%
VI Vanguard Index Fds Added +11,503 +$5.91M 4.7%
AC American Centy ETF Tr Added +61,475 +$4.01M 6.2%
DE Dimensional ETF Trust Added +120,272 +$3.99M 4.2%
AC American Centy ETF Tr Added +43,924 +$3.83M 4.4%
VT Vanguard Tax-managed Fds Added +45,451 +$2.31M 3.0%
Palantir Technologies Inc Trimmed −25,637 −$2.16M —
DE Dimensional ETF Trust Added +44,872 +$2.13M 10.6%
AC American Centy ETF Tr Added +27,025 +$1.74M 2.5%
Exxon Mobil Corp Trimmed −13,382 −$1.59M 0.2%

Showing the 10 largest of 290 changes.

Q4 2024

quarter ended December 31, 2024 · filed February 10, 2025

Company Action Shares changed Value of change % of portfolio
BB Bitwise Bitcoin ETF Tr Added +137,808 +$7.01M 1.5%
DE Dimensional ETF Trust Added +101,616 +$4.76M 10.5%
VM Vanguard Mun Bd Fds Trimmed −87,236 −$4.37M 3.7%
VW Vanguard Wellington Fd Trimmed −40,680 −$4.08M 1.1%
AC American Centy ETF Tr Added +58,232 +$3.89M 6.1%
VI Vanguard Index Fds Added +7,067 +$3.81M 4.5%
DE Dimensional ETF Trust Added +109,194 +$3.69M 4.0%
VT Vanguard Tax-managed Fds Added +65,386 +$3.13M 2.7%
DE Dimensional ETF Trust Added +87,282 +$3.1M 3.6%
AC American Centy ETF Tr Added +31,864 +$3.08M 4.6%

Showing the 10 largest of 314 changes.

Q3 2024

quarter ended September 30, 2024 · filed December 02, 2024

Company Action Shares changed Value of change % of portfolio
ET Energy Transfer L P Trimmed −1,369,299 −$22M —
VI Vanguard Index Fds Added +12,394 +$6.54M 4.1%
DE Dimensional ETF Trust Added +191,447 +$6.52M 3.7%
Tesla Inc Added +23,768 +$6.22M 0.6%
DE Dimensional ETF Trust Added +117,333 +$5.6M 10.4%
DE Dimensional ETF Trust Added +117,940 +$5.09M 10.9%
AC American Centy ETF Tr Added +75,895 +$5M 5.7%
AC American Centy ETF Tr Added +68,823 +$4.54M 2.3%
BB Bitwise Bitcoin ETF Tr Added +122,045 +$4.22M 0.6%
DE Dimensional ETF Trust Trimmed −56,647 −$3.67M 3.5%

Showing the 10 largest of 551 changes.

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