Aegis Wealth Management, Inc. - Portfolio Stock Holdings
Aegis Wealth Management, Inc. disclosed 134 stock positions in a recent SEC 13F filing. $154,957,866 of stock holdings were filed, with the largest holdings including QQH, LGH, and CWB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $216,466,362 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
134Est. Stock Holding Value:
$154,957,866Top Stock Holdings By Sector
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Portfolio Stock Holdings - Aegis Wealth Management, Inc.
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