Beaird Harris Wealth Management, LLC
Beaird Harris Wealth Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Dallas, Texas. Founded in 1988 as a CPA firm, it now combines certified public accounting and comprehensive wealth management services, providing financial solutions for individuals, families, businesses, and healthcare professionals. The firm offers tax strategy, investment planning, risk and estate management, and business consulting. Beaird Harris is recognized for its fiduciary responsibility, objective advice, and commitment to client service, managing the complex financial and tax needs of a high-net-worth clientele. With approximately 72-76 employees, Beaird Harris Wealth Management, LLC is widely acclaimed and serves both local and national clients.
Investment Strategy
Beaird Harris Wealth Management, LLC employs a holistic, fiduciary approach to wealth management, focusing on fee-only advisory services without commission-based product sales. The firm integrates tax planning with investment management, acting always in the clients’ best interests. Their strategies encompass portfolio diversification, long-term financial planning, estate management, and risk mitigation. Beaird Harris prioritizes objective, tax-efficient investment decisions tailored to the unique needs of high-net-worth individuals, families, businesses, and healthcare professionals. Their philosophy emphasizes proactive service, transparent fees, and comprehensive financial solutions to achieve client goals.
Top Holdings
Equity Positions (610)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFCF | DIMENSIONAL ETF TRUST | 9.93% | $128.4M | 3,037,152 | $41.75 | $42.26 | +$2.2M |
D DFSD | DIMENSIONAL ETF TRUST | 9.59% | $123.9M | 2,581,436 | $46.61 | $48.01 | -$1.3M |
A AVLV | AMERICAN CENTY ETF TR | 6.32% | $81.6M | 1,196,991 | $56.26 | $68.21 | +$8.8M |
V VOO | VANGUARD INDEX FDS | 5.04% | $65.2M | 114,747 | $457.28 | $568.03 | +$9.9M |
A AVUV | AMERICAN CENTY ETF TR | 4.67% | $60.3M | 661,927 | $79.01 | $91.10 | +$8.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MSTR | MICROSTRATEGY INC | — | Call | $80.8K | 2 | $404.23 | $288.27 | 0 | +$23.2K |