Beaird Harris Wealth Management, LLC
Filing Date
Global Rank
#1,639
/ 2,968
▲ 3735
Top Industry
Auto Manufacturers
16.3%
3Y Alpha vs SPY
-8.4%
Period ended 29 days ago
Filed Jul 8, 2026 · 21d
19 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+36.1%
SPY
+67.9%
Annualised alpha
-8.0%
Max drawdown
−25.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
502 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
26.2%
−3.4 pts
Top 5
51.9%
−0.7 pts
Top 10
66.5%
−0.9 pts
HHI
938
Diversified−152
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.9% | $43,207,876 |
| Technology | 20.6% | $23,469,826 |
| Consumer Cyclical | 14.7% | $16,801,277 |
| Financial Services | 9.0% | $10,236,367 |
| Energy | 4.4% | $5,001,556 |
| Healthcare | 3.3% | $3,761,427 |
| Basic Materials | 2.7% | $3,093,864 |
| Industrials | 2.4% | $2,755,168 |
| Communication Services | 2.2% | $2,512,154 |
| Consumer Defensive | 1.6% | $1,837,023 |
| Utilities | 1.1% | $1,300,446 |
| Real Estate | 0.1% | $142,567 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FBTC | Fidelity Wise Origin Bitcoin Fund | +23,763 | 90,014 | $4,595,214 | |
| OPEN | Opendoor Technologies Inc. | +5,000 | 18,500 | $85,470 | |
| BFAM | Bright Horizons Family Solutions Inc. | +4,398 | 28,633 | $2,029,507 | |
| F | Ford Motor Co | +3,923 | 25,978 | $361,094 | |
| BITB | Bitwise Bitcoin ETF | +3,670 | 937,917 | $29,882,035 | |
| HPE | Hewlett Packard Enterprise Co | +2,727 | 3,072 | $138,577 | |
| EPD | Enterprise Products Partners L.P. | +1,924 | 2,982 | $109,618 | |
| PFE | Pfizer Inc | +1,663 | 5,560 | $133,884 | |
| XRP | Bitwise XRP ETF | +1,244 | 9,868 | $115,060 | |
| NVTS | Navitas Semiconductor Corp | +1,239 | 1,739 | $31,162 | |
| T | At&T Inc. | +1,228 | 16,665 | $344,965 | |
| ETH | Grayscale Ethereum Staking Mini ETF | +929 | 5,451 | $81,928 | |
| NVDA | Nvidia Corp | +890 | 25,651 | $5,132,508 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | +851 | 1,972 | $170,873 | |
| BAC | Bank Of America Corp /De/ | +819 | 3,082 | $175,612 | |
| ENB | Enbridge Inc | +642 | 2,813 | $152,492 | |
| DUK | Duke Energy CORP | +612 | 1,302 | $164,807 | |
| USB | US Bancorp De | +582 | 1,903 | $114,941 | |
| CVX | Chevron Corp | +560 | 5,699 | $944,666 | |
| CMCSA | Comcast Corp | +544 | 1,628 | $39,967 | |
| CSCO | Cisco Systems, Inc. | +461 | 1,318 | $154,812 | |
| GLD | Spdr Gold Trust | +446 | 4,422 | $1,628,976 | |
| MLM | Martin Marietta Materials Inc | +427 | 430 | $247,981 | |
| WMB | Williams Companies, Inc. | +403 | 858 | $63,783 | |
| SCHW | Schwab Charles Corp | +399 | 802 | $74,000 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PSLV | Sprott Physical Silver Trust | −28,605 | 87,133 | $1,644,199 | |
| PHYS | Sprott Physical Gold Trust | −20,004 | 73,029 | $2,203,284 | |
| MSTR | Strategy Inc | −3,347 | 42,138 | $3,663,056 | |
| IBIT | iShares Bitcoin Trust ETF | −650 | 3,489 | $116,148 | |
| BA | Boeing Co | −402 | 328 | $71,002 | |
| HQH | abrdn Healthcare Investors | −347 | 38 | $835 | |
| WMT | Walmart Inc. | −311 | 4,028 | $456,211 | |
| TXN | Texas Instruments Inc | −226 | 3,179 | $947,564 | |
| ETHW | Bitwise Ethereum ETF | −213 | 854 | $9,633 | |
| UPS | United Parcel Service Inc | −200 | 445 | $47,837 | |
| PZZA | Papa Johns International Inc | −170 | 83 | $3,051 | |
| SW | Smurfit Westrock plc | −157 | 77 | $3,562 | |
| TAP-A | Molson Coors Beverage Co | −136 | 68 | $2,649 | |
| PG | PROCTER & GAMBLE Co | −127 | 894 | $131,096 | |
| TSLA | Tesla, Inc. | −109 | 26,522 | $11,155,153 | |
| BBY | Best Buy Co Inc | −105 | 52 | $3,945 | |
| MKC | Mccormick & Co Inc | −87 | 43 | $2,168 | |
| BX | Blackstone Inc. | −81 | 262 | $30,829 | |
| PAYX | Paychex Inc | −60 | 27 | $2,654 | |
| KO | Coca Cola Co | −57 | 2,898 | $235,520 | |
| NFLX | Netflix Inc | −40 | 1,349 | $96,318 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −34 | 1,116 | $532,968 | |
| LYB | LyondellBasell Industries N.V. | −29 | 565 | $29,747 | |
| MU | Micron Technology Inc | −28 | 219 | $252,789 | |
| NKE | NIKE, Inc. | −23 | 668 | $27,421 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PPG | Ppg Industries Inc | 349 | $42,330 | |
| LITE | Lumentum Holdings Inc. | 24 | $20,593 | |
| SMTC | Semtech Corp | 109 | $17,641 | |
| CGNX | Cognex Corp | 209 | $15,135 | |
| GIS | General Mills Inc | 421 | $14,650 | |
| ASST | Strive, Inc. | 985 | $10,746 | |
| WWR | Westwater Resources, Inc. | 20,417 | $10,412 | |
| FIG | Figma, Inc. | 560 | $10,130 | |
| FRT | Federal Realty Investment Trust | 82 | $10,122 | |
| EOT | Eaton Vance National Municipal Opportunities Trust | 556 | $9,796 | |
| ORC | Orchid Island Capital, Inc. | 1,354 | $9,437 | |
| EWBC | East West Bancorp Inc | 73 | $9,423 | |
| FLS | Flowserve Corp | 105 | $7,786 | |
| REPL | Replimune Group, Inc. | 680 | $7,527 | |
| CHWY | Chewy, Inc. | 319 | $6,268 | |
| CBRS | Cerebras Systems Inc. | 27 | $5,967 | |
| HBAN | Huntington Bancshares Inc /Md/ | 321 | $5,691 | |
| CLF | Cleveland-Cliffs Inc. | 585 | $5,493 | |
| TPG | TPG Inc. | 120 | $4,866 | |
| PHK | Pimco High Income Fund | 1,027 | $4,785 | |
| PEGA | Pegasystems Inc | 157 | $4,705 | |
| COIN | Coinbase Global, Inc. | 29 | $4,239 | |
| FDXF | FedEx Freight Holding Company, Inc. | 25 | $3,775 | |
| GLOB | Globant S.A. | 127 | $3,675 | |
| INVH | Invitation Homes Inc. | 101 | $3,051 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 8,928 | $1,514,724 | |
| AGQ | ProShares Trust II | 9,656 | $1,153,988 | |
| QRVO | Qorvo, Inc. | 1,000 | $77,400 | |
| CWT | California Water Service Group | 846 | $38,357 | |
| GAB | Gabelli Equity Trust Inc | 3,917 | $21,935 | |
| HHH | Howard Hughes Holdings Inc. | 318 | $20,116 | |
| BITW | Bitwise 10 Crypto Index ETF | 425 | $18,957 | |
| DD | DuPont de Nemours, Inc. | 376 | $17,220 | |
| CTRA | Coterra Energy Inc. | 436 | $15,321 | |
| HON | Honeywell International Inc | 64 | $14,465 | |
| PDO | PIMCO Dynamic Income Opportunities Fund | 547 | $7,072 | |
| THW | abrdn World Healthcare Fund | 537 | $6,266 | |
| PDI | PIMCO Dynamic Income Fund | 362 | $6,193 | |
| PTY | Pimco Corporate & Income Opportunity Fund | 475 | $5,728 | |
| BTO | John Hancock Financial Opportunities Fund | 143 | $5,129 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | 624 | $4,704 | |
| GOF | Guggenheim Strategic Opportunities Fund | 412 | $4,540 | |
| BCX | BlackRock Resources & Commodities Strategy Trust | 364 | $4,386 | |
| CSWC | Capital Southwest Corp | 197 | $4,357 | |
| RVT | Royce Small-Cap Trust, Inc. | 249 | $4,133 | |
| USA | Liberty All Star Equity Fund | 606 | $3,363 | |
| HR | Healthcare Realty Trust Inc | 150 | $2,548 | |
| BEAM | Beam Therapeutics Inc. | 106 | $2,525 | |
| CCD | Calamos Dynamic Convertible & Income Fund | 118 | $2,519 | |
| SLRC | SLR Investment Corp. | 163 | $2,332 | |
| No positions match the current search. | ||||
502 tracked positions ·
$114,119,551 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 502 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BITB |
Bitwise Bitcoin ETF
|
Added | 937,917 | $29,882,035 | 26.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 26,522 | $11,155,153 | 9.77% | |
| AAPL |
Apple Inc.
Technology
|
Added | 26,213 | $7,584,993 | 6.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,276 | $5,433,498 | 4.76% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 25,651 | $5,132,508 | 4.50% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 90,014 | $4,595,214 | 4.03% | |
| MSTR |
Strategy Inc
Technology
|
Reduced | 42,138 | $3,663,056 | 3.21% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Held | 31,102 | $3,118,908 | 2.73% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 31,639 | $2,750,694 | 2.41% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 7,493 | $2,579,989 | 2.26% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,183 | $2,306,382 | 2.02% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Reduced | 73,029 | $2,203,284 | 1.93% | |
| BFAM |
Bright Horizons Family Solutions Inc.
Consumer Cyclical
|
Added | 28,633 | $2,029,507 | 1.78% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Reduced | 87,133 | $1,644,199 | 1.44% | |
| GLD |
Spdr Gold Trust
|
Added | 4,422 | $1,628,976 | 1.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,462 | $1,594,584 | 1.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,088 | $1,451,013 | 1.27% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 3,179 | $947,564 | 0.83% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,699 | $944,666 | 0.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,687 | $879,535 | 0.77% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,016 | $758,946 | 0.67% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,945 | $685,962 | 0.60% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 493 | $591,319 | 0.52% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 555 | $591,019 | 0.52% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,106 | $534,860 | 0.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,116 | $532,968 | 0.47% | |
| ATO |
Atmos Energy Corp
Utilities
|
Held | 2,783 | $479,427 | 0.42% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,028 | $456,211 | 0.40% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 3,891 | $453,962 | 0.40% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Held | 1,737 | $415,160 | 0.36% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 1,589 | $405,878 | 0.36% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,098 | $397,607 | 0.35% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 25,978 | $361,094 | 0.32% | |
| T |
At&T Inc.
Communication Services
|
Added | 16,665 | $344,965 | 0.30% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 460 | $338,744 | 0.30% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 433 | $327,174 | 0.29% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,028 | $289,083 | 0.25% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 219 | $252,789 | 0.22% | |
| IAU |
Ishares Gold Trust
|
Added | 3,347 | $252,731 | 0.22% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 5,523 | $251,406 | 0.22% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 430 | $247,981 | 0.22% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
Held | 18,394 | $244,824 | 0.21% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 1,698 | $243,068 | 0.21% | |
| DE |
Deere & Co
Industrials
|
Held | 379 | $240,411 | 0.21% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 2,898 | $235,520 | 0.21% | |
| WM |
Waste Management Inc
Industrials
|
Held | 1,052 | $234,469 | 0.21% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 236 | $220,770 | 0.19% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 301 | $211,705 | 0.19% | |
| GRBK |
Green Brick Partners, Inc.
Consumer Cyclical
|
Held | 2,500 | $200,100 | 0.18% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Held | 2,747 | $200,064 | 0.18% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.