Long-term investor
Beaird Harris Wealth Management, LLC @beairdharriswealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908938).
Record
- Tracked since 2025-06-30 (441 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFSD · 9.6% · long · since 2025-06-30
- DFCF · 8.7% · long · since 2025-06-30
- AVLV · 7.6% · long · since 2025-06-30
- VOO · 6.7% · long · since 2025-06-30
- AVUV · 5.9% · long · since 2025-06-30
- DUHP · 5.4% · long · since 2025-06-30
- AVLC · 4.7% · long · since 2025-06-30
- DFUV · 4.1% · long · since 2025-06-30
- DFIV · 3.9% · long · since 2025-06-30
- AVEM · 3.4% · long · since 2025-06-30
- VEA · 3.3% · long · since 2025-06-30
- VTEB · 2.8% · long · since 2025-06-30