Beaird Harris Wealth Management, LLC
Top Portfolio Positions
503 positions ·
$116,293,547 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BITB |
Bitwise Bitcoin ETF
|
934,247 | $34,389,632 | 29.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
26,631 | $9,900,074 | 8.51% | |
| AAPL |
Apple Inc.
Technology
|
25,899 | $6,572,907 | 5.65% | |
| MSTR |
Strategy Inc
Technology
|
45,485 | $5,676,528 | 4.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,089 | $4,610,260 | 3.96% | |
| NVDA |
Nvidia Corp
Technology
|
24,761 | $4,318,318 | 3.71% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
66,251 | $3,910,796 | 3.36% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
93,033 | $3,297,089 | 2.84% | |
| OKE |
Oneok Inc /New/
Energy
|
31,636 | $2,859,578 | 2.46% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
115,738 | $2,822,849 | 2.43% |
Portfolio Trend
18 quarters · across all stocks
Holdings in FBTC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,910,796 | 66,251 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,015,095 | 65,789 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $6,361,789 | 63,739 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,731,228 | 60,977 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,296,393 | 59,697 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,924,821 | 60,368 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,974,686 | 53,569 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $2,510,892 | 47,863 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $891,057 | 14,358 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||