Aegis Wealth Management LLC - Portfolio Stock Holdings
Aegis Wealth Management LLC disclosed 165 stock positions in a recent SEC 13F filing. $204,298,315 of stock holdings were filed, with the largest holdings including IVV, SHV, and DFAS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $744,112,341 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
165Est. Stock Holding Value:
$204,298,315Top Stock Holdings By Sector
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Portfolio Stock Holdings - Aegis Wealth Management LLC
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% of Portfolio
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