Beaird Harris Wealth Management, LLC
Long Only Manager • Value
Beaird Harris Wealth Management, LLC is a Value-focused institution based in Dallas, TX led by Anthony Paul Coniaris, reporting $93.8B in AUM as of Q3 2025 with 91% ETF concentration, 57% concentrated in top 10 holdings, and minimal technology exposure.
ChairmanAnthony Paul Coniaris
- Portfolio Value
- $1.4B
- Positions
- 712
- Top Holding
- DFSD at 10.11%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Beaird Harris Wealth Management, LLC's portfolio (56.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $142.5M | 10.11% | +$18.1M Bought | — 3.0M shares | |
ETF ETF | $134.9M | 9.57% | +$5.0M Bought | — 3.2M shares | |
ETF ETF | $93.0M | 6.60% | +$6.5M Bought | — 1.3M shares | |
ETF ETF | $82.1M | 5.83% | +$11.8M Bought | — 134.0K shares | |
ETF ETF | $70.2M | 4.98% | +$4.3M Bought | — 705.6K shares | |
ETF ETF | $70.0M | 4.97% | +$12.0M Bought | — 1.9M shares | |
ETF ETF | $57.2M | 4.06% | -$803.6K Sold | — 1.3M shares | |
ETF ETF | $54.7M | 3.88% | +$81.6K Bought | — 1.2M shares | |
ETF ETF | $46.4M | 3.29% | +$2.9M Bought | — 926.3K shares | |
ETF ETF | $45.9M | 3.26% | +$6.0M Bought | — 600.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Beaird Harris Wealth Management, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Beaird Harris Wealth Management, LLC
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