BHWM
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Beaird Harris Wealth Management’s Strive Inc ASST Stock Holding History

Beaird Harris Wealth Management’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7K Buy
+985
New +$14.6K ﹤0.01% 387

Other funds holding ASST

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Beaird Harris Wealth Management's ASST Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Strive Inc (ASST) in Q2 2026: 985 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings.

10 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • Beaird Harris Wealth Management held 985 shares of Strive Inc worth $10.7K as of Q2 2026.
  • Strive Inc was a new Beaird Harris Wealth Management position in Q2 2026.
  • Strive Inc made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #387 holding.
  • 10 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.