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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MAYW AIM ETF PRODUCTS TRUST 114,627.0 $4.0M 2.57% NEW $34.77 +1.8%
2 INNOVATOR ETFS TRUST 104,166.0 $2.7M 1.75% NEW $25.97
3 MAYT AIM ETF PRODUCTS TRUST 64,671.0 $2.5M 1.63% NEW $39.00 -5.6%
4 SIXZ AIM ETF PRODUCTS TRUST 54,156.0 $1.7M 1.10% NEW $31.53 +2.3%
5 AMD ADVANCED MICRO DEVICES INC Technology 815.0 $473K 0.31% NEW $580.91 -19.9%
6 SMH VANECK ETF TRUST 559.0 $367K 0.24% NEW $655.89 -15.7%
7 QLD PROSHARES TR 3,515.0 $340K 0.22% NEW $96.76 -6.8%
8 GWX SPDR INDEX SHS FDS 7,285.0 $319K 0.21% NEW $43.76 +6.4%
9 JUSA J P MORGAN EXCHANGE TRADED F 4,495.0 $302K 0.20% NEW $67.18 +3.1%
10 TQQQ PROSHARES TR 3,695.0 $299K 0.19% NEW $81.00 -11.3%
11 JULT AIM ETF PRODUCTS TRUST 5,978.0 $286K 0.18% NEW $47.77 +2.2%
12 BLACKROCK ETF TRUST 7,556.0 $277K 0.18% NEW $36.60
13 SOXL DIREXION SHARES ETF TRUST 1,029.0 $274K 0.18% NEW $266.71 -58.3%
14 JNK SPDR SERIES TRUST 2,647.0 $255K 0.17% NEW $96.37 -0.4%
15 XLK SELECT SECTOR SPDR TR 1,285.0 $245K 0.16% NEW $190.49 -2.5%
16 SPHQ INVESCO EXCHANGE TRADED FD T 2,516.0 $227K 0.15% NEW $90.11 -4.9%
17 IEFA ISHARES TR 2,328.0 $225K 0.14% NEW $96.59 +4.0%
18 JPM JPMORGAN CHASE & CO Financial Services 677.0 $222K 0.14% NEW $327.33 +9.3%
19 IBM INTERNATIONAL BUSINESS MACHS Technology 786.0 $221K 0.14% NEW $281.21 -16.2%
20 NJUL INNOVATOR ETFS TRUST 2,834.0 $219K 0.14% NEW $77.43 -0.5%
Page 1 of 2  ·  22 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%