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Portfolio (Quarterly) Guide ↗

Aegis Wealth Management LLC

· CIK 0001628818
13F Portfolio $177M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New
Page 3 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFA ISHARES TR 11,226.0 $1.1M 0.61% NEW $96.03 +9.5%
42 IWD ISHARES TR 4,699.0 $988K 0.56% NEW $210.33 +13.3%
43 DFLV DIMENSIONAL ETF TRUST 28,508.0 $975K 0.55% NEW $34.21 +14.2%
44 RIO RIO TINTO PLC Basic Materials 12,000.0 $960K 0.54% NEW $80.03 +33.6%
45 SCHB SCHWAB STRATEGIC TR 34,705.0 $910K 0.52% NEW $26.23 +10.3%
46 VGK VANGUARD INTL EQUITY INDEX F 10,000.0 $836K 0.47% NEW $83.61 +7.1%
47 SHY ISHARES TR 9,666.0 $801K 0.45% NEW $82.82 -0.7%
48 DFNM DIMENSIONAL ETF TRUST 16,200.0 $780K 0.44% NEW $48.17 -0.3%
49 SCHO SCHWAB STRATEGIC TR 29,638.0 $722K 0.41% NEW $24.37 -0.8%
50 ASML ASML HOLDING N V Technology 663.0 $709K 0.40% NEW $1069.86 +52.5%
51 DUK DUKE ENERGY CORP NEW Utilities 6,043.0 $708K 0.40% NEW $117.21 +6.6%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 4,322.0 $693K 0.39% NEW $160.40 +13.2%
53 SCHE SCHWAB STRATEGIC TR 20,669.0 $677K 0.38% NEW $32.75 +11.3%
54 DFAR DIMENSIONAL ETF TRUST 29,151.0 $668K 0.38% NEW $22.90 +14.7%
55 GPC GENUINE PARTS CO Consumer Cyclical 5,222.0 $642K 0.36% NEW $122.96 -21.1%
56 MDT MEDTRONIC PLC Healthcare 6,428.0 $617K 0.35% NEW $96.06 -19.2%
57 AVUV AMERICAN CENTY ETF TR 5,976.0 $609K 0.34% NEW $101.98 +19.0%
58 ALB ALBEMARLE CORP Basic Materials 4,002.0 $566K 0.32% NEW $141.44 +23.5%
59 JNJ JOHNSON & JOHNSON Healthcare 2,701.0 $559K 0.32% NEW $206.95 +11.2%
60 REET ISHARES TR 22,013.0 $549K 0.31% NEW $24.95 +10.7%
Page 3 of 7  ·  121 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.0%
Technology 14.2%
Basic Materials 11.9%
Healthcare 11.0%
Industrials 6.8%
Consumer Cyclical 6.3%
Utilities 5.4%
Consumer Defensive 4.3%
Energy 3.1%
Real Estate 2.6%