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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Sun 1 Nov:−2.8%Funds:58Assets:16
data for Fri 30 Oct · published Sat 31 Oct 05:48 UTC · T+1
Net flow Fri 30 Oct−$815.8MCumulative+$73.7BCEFI25Fear
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Beaird Harris Wealth Management

Wealth adviser our classification

Generated from SEC records

Investment manager in Dallas, filing as Beaird Harris Wealth Management, LLC. Its 13F lists 709 positions; crypto ETFs make up 2.2% of the reported value.

Legal name (SEC)
Beaird Harris Wealth Management, LLC
Headquarters
5005 Lbj Fwy, Suite 1700, Dallas, TX 75244
Incorporated
Texas
SEC filer ID (CIK)
1908938

Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.

Crypto ETF holdings

Only US spot crypto ETFs from this 13F, not the whole portfolio.

13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?

Crypto ETF value$35.1MJun 30, 2026
Funds held10BTC · ETH · XRP · SOL
Change in shares, q/q+$1.3M+29K · +3% · ≈ at Jun 30 prices
Holding sinceQ1 2410 quarters in a row

Value across crypto ETFs by quarter

US$, at each quarter-end price; it moves with the coin, shares tell the buying.

Q1 24: $2.2MQ1 24Q2 24: $6.4MQ2 24Q3 24: $11.4MQ3 24Q4 24: $24.0MQ4 24Q1 25: $29.1MQ1 25Q2 25: $41.7MQ2 25Q3 25: $47.8M$47.8MQ3 25Q4 25: $42.7MQ4 25Q1 26: $39.1MQ1 26Q2 26: $35.1M$35.1MQ2 26
Q1 24: $2.2MQ1 24Q2 24: $6.4MQ3 24: $11.4MQ4 24: $24.0MQ4 24Q1 25: $29.1MQ2 25: $41.7MQ3 25: $47.8M$47.8MQ3 25Q4 25: $42.7MQ1 26: $39.1MQ2 26: $35.1M$35.1MQ2 26

Positions on Jun 30, 2026

10 funds · “largest holder” = biggest position among all 13F filers in that fund

FundAssetValueOf its crypto ETFsOf the fund's 13F valueChange in shares, q/q
BITBBitcoin$29.9M85.2%4.7%+4K 0%
FBTCBitcoin$4.6M13.1%0.3%+24K +36%
GBTCBitcoin$300K0.9%0.0%unchanged
ETHEthereum$100K0.3%0.0%+1K +21%
IBITBitcoin$100K0.3%0.0%−1K −16%
XRPXRP$100K0.3%0.2%+1K +14%
BTCBitcoin$00.0%0.0%unchanged
ETHEEthereum$00.0%0.0%unchanged
BSOLSolana$00.0%0.0%unchanged
ETHWEthereum$00.0%0.0%unchanged

Timeline

  1. Q1 24First crypto ETF position on record: $2.2M, GBTC, IBIT, FBTC, BITB.
  2. Q3 24Entered BTC, ETH, ETHE, ETHW.
  3. Q4 24Exited BTC, ETH.
  4. Q1 25Entered BTC, ETH.
  5. Q3 25Peak value: $47.8M across crypto ETFs.
  6. Q4 25Entered XRP, BSOL.
  7. Q2 26Holds 10 funds worth $35.1M.

This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov