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Portfolio (Quarterly) Guide ↗

Beaird Harris Wealth Management, LLC

· CIK 0001908938
13F Portfolio $1.5B AUM 688 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 57 Added 141 Reduced 54 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 118.0 $3K NEW $21.36 +17.3%
22 PFFA ETFIS SER TR I 123.0 $3K NEW $20.37 +4.7%
23 SLRC SLR INVESTMENT CORP Financial Services 163.0 $2K NEW $14.31 -8.3%
24 AGNC AGNC INVT CORP Real Estate 225.0 $2K NEW $10.03 +4.0%
25 UUUU ENERGY FUELS INC Energy 117.0 $2K NEW $18.26 +0.8%
26 RQI COHEN & STEERS QUALITY INCOM Financial Services 176.0 $2K NEW $12.05 +10.9%
27 RNP COHEN & STEERS REIT & PFD & Financial Services 98.0 $2K NEW $19.77 +5.3%
28 BKNG BOOKING HOLDINGS INC Consumer Cyclical $2K NEW
29 VSNT VERSANT MEDIA GROUP INC Industrials 43.0 $2K NEW $37.02 +15.3%
30 MRSH MARSH & MCLENNAN COS INC Financial Services 6.0 $1K NEW $173.50 -6.6%
31 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 4.0 $287.0 NEW $71.75 +9.5%
32 LOGI LOGITECH INTL S A Technology 3.0 $274.0 NEW $91.33 +21.9%
33 VCX FUNDRISE INNOVATION FD LLC Financial Services 1.0 $131.0 NEW $131.00 +92.4%
34 HNI HNI CORP Industrials 2.0 $67.0 NEW $33.50 -6.4%
35 VEEV VEEVA SYS INC Healthcare $55.0 NEW
36 GABELLI EQUITY TR INC 3,920.0 $28.0 NEW $0.01
37 KDP KEURIG DR PEPPER INC Consumer Defensive $10.0 NEW
38 DB DEUTSCHE BK AG Financial Services $9.0 NEW
39 RPRX ROYALTY PHARMA PLC Healthcare $8.0 NEW
40 AVUQ AMERICAN CENTY ETF TR $8.0 NEW
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.3%
Technology 19.0%
Consumer Cyclical 13.0%
Energy 5.8%
Healthcare 2.9%
Basic Materials 2.3%
Communication Services 2.0%
Industrials 1.9%
Consumer Defensive 1.6%
Utilities 1.2%