Beaird Harris Wealth Management, LLC
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$2B
Holdings
686
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
10.1%
02
$DFCF
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.3%
03
$AVLV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
7.4%
04
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 2.1% (41.4k → 40.6k shares)
6.3%
05
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Sold 64.9% (6.4k → 2.2k shares)
5.6%
06
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.3%
07
$DFAX
DIMENSIONAL ETF TRUST
Q4 2025: New position (35.7k shares)
4.4%
08
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.1%
09
$DFUV
DIMENSIONAL ETF TRUST
Q1 2026: Sold 21.6% (106.7k → 83.7k shares)
4.0%
10
$AVLC
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.