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Portfolio (Quarterly) Guide ↗

Aegis Wealth Management, Inc.

· CIK 0002096565
13F Portfolio $155M AUM 183 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 64 Added 29 Reduced 14 Exited
Page 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 2,768.0 $1.2M 0.75% +162.0 +6.2% $420.62 -17.1%
22 DYNF BLACKROCK ETF TRUST 16,326.0 $1.1M 0.72% +2K +12.0% $68.01 +2.3%
23 PAYM ELEVATION SERIES TRUST 43,326.0 $1.1M 0.70% +24K +120.9% $25.12 +2.4%
24 ELEVATION SERIES TRUST 32,997.0 $910K 0.59% +3K +8.7% $27.59
25 BDYN BLACKROCK ETF TRUST 31,158.0 $864K 0.56% +11K +52.6% $27.74 +1.3%
26 IUSB ISHARES TR 17,553.0 $810K 0.52% +5K +42.8% $46.15 -1.4%
27 MUB ISHARES TR 7,100.0 $764K 0.49% +2K +39.8% $107.62 -2.2%
28 WMT WALMART INC Consumer Defensive 6,726.0 $762K 0.49% +111.0 +1.7% $113.26 -9.0%
29 AMZN AMAZON COM INC Consumer Cyclical 3,144.0 $749K 0.48% +673.0 +27.2% $238.34 +11.8%
30 JBND J P MORGAN EXCHANGE TRADED F 13,882.0 $743K 0.48% +7K +90.8% $53.50 -1.5%
31 SCHG SCHWAB STRATEGIC TR 19,898.0 $673K 0.43% +7K +54.7% $33.84 +5.7%
32 JCPB J P MORGAN EXCHANGE TRADED F 14,054.0 $660K 0.43% +4K +36.0% $46.94 -1.5%
33 NVDA NVIDIA CORPORATION Technology 3,224.0 $645K 0.42% +933.0 +40.7% $200.09 +8.7%
34 MSFT MICROSOFT CORP Technology 1,702.0 $635K 0.41% +180.0 +11.8% $373.02 +37.7%
35 PG PROCTER & GAMBLE CO Consumer Defensive 3,902.0 $572K 0.37% +22.0 +0.6% $146.64 -2.0%
36 ELEVATION SERIES TRUST 23,561.0 $569K 0.37% +1K +5.5% $24.15
37 SPSM SPDR SERIES TRUST 9,696.0 $559K 0.36% +3K +54.3% $57.67 -1.9%
38 EFG ISHARES TR 4,462.0 $555K 0.36% +431.0 +10.7% $124.42 +0.5%
39 JIRE J P MORGAN EXCHANGE TRADED F 6,531.0 $539K 0.35% +2K +32.3% $82.49 +3.0%
40 VOOG VANGUARD ADMIRAL FDS INC 6,501.0 $537K 0.35% +6K +655.9% $82.62 +1.9%
Page 2 of 4  ·  64 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 20.9%
Consumer Cyclical 19.2%
Healthcare 17.5%
Technology 17.3%
Real Estate 11.2%
Consumer Defensive 8.8%
Communication Services 2.7%
Industrials 1.6%
Energy 0.7%