Beaird Harris Wealth Management, LLC

Beaird Harris Wealth Management, LLC reported 709 holdings worth US$1.6B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 8, 2026

Beaird Harris Wealth Management, LLC reported 709 holdings worth US$1.6B as of Jun 30, 2026. Largest: Tesla, Inc., Apple Inc and Nvidia Corporation. Filed Jul 8, 2026 (Form 13F).

Holdings
709
Value as reported
US$1.6B

The filing in full

CompanySharesValue as reported% of portfolio
Tesla, Inc.26,522US$11.2M0.70%
Apple Inc26,213US$7.59M0.48%
Nvidia Corporation25,651US$5.13M0.32%
Strategy Inc42,891US$3.73M0.23%
Robinhood Markets, Inc.31,102US$3.12M0.20%
Oneok, Inc.31,639US$2.75M0.17%
Sherwin-williams Company (the)7,493US$2.58M0.16%
Microsoft Corp.6,183US$2.31M0.14%
Bright Horizons Family Solutions Inc.28,633US$2.03M0.13%
Alphabet Inc (google) Class C4,462US$1.59M0.10%
Amazon.com, Inc.6,088US$1.45M0.09%
Exxon Mobil Corporation9,083US$1.24M0.08%
Texas Instruments Incorporated3,179US$948K0.06%
Chevron Corporation5,699US$945K0.06%
Jp Morgan Chase & Co.2,687US$880K0.06%
Abbvie Inc.3,016US$759K0.05%
Home Depot, Inc. (the)1,945US$686K0.04%
Eli Lilly And Company493US$592K0.04%
Caterpillar, Inc.555US$591K0.04%
Johnson & Johnson2,106US$535K0.03%
Taiwan Semiconductor Manufacturing Co., Ltd.1,116US$533K0.03%
Atmos Energy Corporation2,783US$479K0.03%
Walmart Inc.4,028US$456K0.03%
Palantir Technologies Inc.3,891US$454K0.03%
Cheniere Energy, Inc.1,737US$415K0.03%
Corning Incorporated1,589US$406K0.03%
Amgen Inc.1,098US$398K0.02%
Ford Mtr Co Del25,978US$361K0.02%
At&t Inc.16,665US$345K0.02%
Mckesson Corporation433US$327K0.02%
International Business Machines Corporation1,028US$289K0.02%
Micron Technology, Inc.219US$252K0.02%
Martin Marietta Materials, Inc.430US$248K0.02%
Bitmine Immersion Technologies, Inc.18,394US$245K0.02%
Emerson Electric Company1,698US$243K0.02%
Deere & Company379US$240K0.02%
Coca-cola Company (the)2,898US$236K0.01%
Waste Management, Inc.1,052US$234K0.01%
Costco Wholesale Corporation236US$221K0.01%
Green Brick Partners, Inc.2,500US$200K0.01%
Omnicom Group Inc.2,747US$200K0.01%
Lowe's Companies, Inc.829US$183K0.01%
Blackrock, Inc.189US$182K0.01%
Bank Of America Corporation3,082US$176K0.01%
The Travelers Companies, Inc.527US$174K0.01%
Philip Morris International Inc959US$173K0.01%
Canadian Pacific Kansas City Limited1,972US$171K0.01%
Advanced Micro Devices Inc292US$169K0.01%
Wells Fargo & Company2,020US$167K0.01%
Duke Energy Corporation (holding Company)1,302US$165K0.01%
Pepsico, Inc.1,178US$160K<0.01%
3m Company984US$159K<0.01%
Conocophillips1,531US$159K<0.01%
Phillips 66939US$159K<0.01%
Verizon Communications Inc.3,674US$156K<0.01%
Cisco Systems, Inc.1,318US$155K<0.01%
The Cigna Group558US$154K<0.01%
Enbridge Inc.2,813US$152K<0.01%
American Express Company445US$151K<0.01%
Celestica Inc.401US$146K<0.01%
Pnc Financial Services Group, Inc. (the)585US$144K<0.01%
Lam Research Corporation330US$143K<0.01%
Rli Corp.2,356US$139K<0.01%
Hewlett Packard Enterprise Company3,072US$139K<0.01%
Rtx Corporation716US$136K<0.01%
Pfizer, Inc.5,560US$134K<0.01%
Nextera Energy, Inc.1,494US$131K<0.01%
Procter & Gamble Company (the)894US$131K<0.01%
Palo Alto Networks, Inc.372US$127K<0.01%
Oge Energy Corp2,605US$127K<0.01%
Starbucks Corporation1,230US$126K<0.01%
Csx Corporation2,617US$124K<0.01%
Space Exploration Technologies Corp705US$120K<0.01%
Visa Inc.348US$119K<0.01%
U.s. Bancorp1,903US$115K<0.01%
Ge Vernova Inc.96US$113K<0.01%
Mcdonald's Corporation417US$113K<0.01%
Thermo Fisher Scientific Inc224US$112K<0.01%
Enterprise Products Partners L.p.2,982US$110K<0.01%
Colgate-palmolive Company1,183US$109K<0.01%
Ondas Inc12,250US$101K<0.01%
Target Corporation760US$99,264<0.01%
Netflix, Inc.1,349US$96,348<0.01%
Tjx Companies, Inc. (the)630US$95,432<0.01%
Salesforce, Inc.592US$92,743<0.01%
Bristol-myers Squibb Company1,607US$92,582<0.01%
L3harris Technologies, Inc.316US$91,827<0.01%
Kla Corporation290US$87,496<0.01%
Danaher Corporation452US$86,097<0.01%
Opendoor Technologies Inc18,500US$85,470<0.01%
Unitedhealth Group Incorporated204US$84,608<0.01%
Citigroup, Inc.594US$83,137<0.01%
Intercontinental Exchange Inc.667US$82,115<0.01%
Altria Group, Inc.1,067US$76,750<0.01%
Merck & Company, Inc.588US$75,507<0.01%
Evergy, Inc.872US$75,367<0.01%
Charles Schwab Corporation (the)802US$74,041<0.01%
Devon Energy Corporation1,777US$73,426<0.01%
Lockheed Martin Corporation143US$72,853<0.01%
Boeing Company (the)328US$71,040<0.01%

Every holding of Beaird Harris Wealth Management, LLC

Source

View original at SEC

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