Beaird Harris Wealth Management, LLC

Comprehensive SEC 13F Analysis: Beaird Harris Wealth Management, LLC

1. Portfolio Overview

Beaird Harris Wealth Management manages a portfolio valued at approximately $1.41 billion as of September 30, 2025, representing a growth of 9.1% from the previous quarter's $1.29 billion. The portfolio is highly diversified, comprising 727 individual holdings. The investment strategy is characterized by a heavy reliance on fund-based investing, specifically utilizing a "core-satellite" approach buil...