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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 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TDSB EXCHANGE LISTED FDS TR 16,444.0 $404K 0.26% -463.0 -2.7% $24.54 +1.7%
22 THRO BLACKROCK ETF TRUST 7,854.0 $339K 0.22% -2K -19.6% $43.11 +1.7%
23 MGC VANGUARD WORLD FD 1,194.0 $327K 0.21% -21.0 -1.7% $273.63 +3.1%
24 VUSB VANGUARD BD INDEX FDS 5,524.0 $275K 0.18% -2K -27.8% $49.78 -0.1%
25 VCIT VANGUARD SCOTTSDALE FDS 3,003.0 $248K 0.16% -100.0 -3.2% $82.65 -1.8%
26 JAVA J P MORGAN EXCHANGE TRADED F 2,763.0 $219K 0.14% -363.0 -11.6% $79.41 +4.8%
27 JGRO J P MORGAN EXCHANGE TRADED F 2,181.0 $215K 0.14% -500.0 -18.6% $98.60 -4.4%
28 QUAL ISHARES TR 977.0 $214K 0.14% -1K -60.4% $219.46 +1.9%
29 TLH ISHARES TR 2,126.0 $213K 0.14% -652.0 -23.5% $100.35 -3.0%
Page 2 of 2  ·  29 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%