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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SIXZ AIM ETF PRODUCTS TRUST 54,156.0 $1.7M 1.10% NEW $31.53 +2.3%
22 UTG REAVES UTIL INCOME FD Financial Services 40,437.0 $1.6M 1.06% -2K -3.6% $40.72 -7.4%
23 STAG STAG INDUSTRIAL INC Real Estate 42,001.0 $1.6M 1.03% -1K -3.2% $38.06 -2.3%
24 TUA SIMPLIFY EXCHANGE TRADED FUN 74,953.0 $1.5M 0.99% +5K +6.6% $20.43 -1.6%
25 IWM ISHARES TR 5,049.0 $1.5M 0.98% +165.0 +3.4% $300.45 -1.6%
26 DECW AIM ETF PRODUCTS TRUST 39,855.0 $1.4M 0.92% +1K +3.7% $35.65 +2.0%
27 JULW AIM ETF PRODUCTS TRUST 34,584.0 $1.4M 0.91% -213.0 -0.6% $40.82 +1.7%
28 VGT VANGUARD WORLD FD 11,238.0 $1.3M 0.87% +10K +867.1% $119.52 +0.5%
29 SPEM SPDR INDEX SHS FDS 24,576.0 $1.3M 0.82% +10K +72.4% $51.78 +1.9%
30 SPDW SPDR INDEX SHS FDS 24,454.0 $1.2M 0.80% +5K +23.1% $50.39 +2.9%
31 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,749.0 $1.2M 0.79% +62.0 +3.7% $703.16 -1.8%
32 TSLA TESLA INC Consumer Cyclical 2,768.0 $1.2M 0.75% +162.0 +6.2% $420.62 -17.1%
33 DYNF BLACKROCK ETF TRUST 16,326.0 $1.1M 0.72% +2K +12.0% $68.01 +2.3%
34 MRK MERCK & CO INC Healthcare 8,599.0 $1.1M 0.71% -87.0 -1.0% $128.50 +15.4%
35 PAYM ELEVATION SERIES TRUST 43,326.0 $1.1M 0.70% +24K +120.9% $25.12 +2.4%
36 IEMG ISHARES INC 11,038.0 $914K 0.59% -970.0 -8.1% $82.84 -1.2%
37 ELEVATION SERIES TRUST 32,997.0 $910K 0.59% +3K +8.7% $27.59
38 BDYN BLACKROCK ETF TRUST 31,158.0 $864K 0.56% +11K +52.6% $27.74 +1.3%
39 TDSC EXCHANGE LISTED FDS TR 30,586.0 $849K 0.55% -937.0 -3.0% $27.75 +2.9%
40 CLSM EXCHANGE LISTED FDS TR 29,959.0 $825K 0.53% -741.0 -2.4% $27.55 -0.3%
Page 2 of 6  ·  119 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%