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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IUSB ISHARES TR 17,553.0 $810K 0.52% +5K +42.8% $46.15 -1.4%
42 IVE ISHARES TR 3,550.0 $806K 0.52% -327.0 -8.4% $227.07 +4.5%
43 EXR EXTRA SPACE STORAGE INC Real Estate 5,372.0 $781K 0.50% -212.0 -3.8% $145.30 -1.6%
44 MUB ISHARES TR 7,100.0 $764K 0.49% +2K +39.8% $107.62 -2.2%
45 WMT WALMART INC Consumer Defensive 6,726.0 $762K 0.49% +111.0 +1.7% $113.26 -9.0%
46 AMZN AMAZON COM INC Consumer Cyclical 3,144.0 $749K 0.48% +673.0 +27.2% $238.34 +11.8%
47 JBND J P MORGAN EXCHANGE TRADED F 13,882.0 $743K 0.48% +7K +90.8% $53.50 -1.5%
48 CLX CLOROX CO DEL Consumer Defensive 7,582.0 $724K 0.47% -283.0 -3.6% $95.44 +7.4%
49 SCHG SCHWAB STRATEGIC TR 19,898.0 $673K 0.43% +7K +54.7% $33.84 +5.7%
50 JCPB J P MORGAN EXCHANGE TRADED F 14,054.0 $660K 0.43% +4K +36.0% $46.94 -1.5%
51 NVDA NVIDIA CORPORATION Technology 3,224.0 $645K 0.42% +933.0 +40.7% $200.09 +8.7%
52 MSFT MICROSOFT CORP Technology 1,702.0 $635K 0.41% +180.0 +11.8% $373.02 +37.7%
53 SJM SMUCKER J M CO Consumer Defensive 5,553.0 $625K 0.40% -215.0 -3.7% $112.50 +17.6%
54 PG PROCTER & GAMBLE CO Consumer Defensive 3,902.0 $572K 0.37% +22.0 +0.6% $146.64 -2.0%
55 ELEVATION SERIES TRUST 23,561.0 $569K 0.37% +1K +5.5% $24.15
56 SPSM SPDR SERIES TRUST 9,696.0 $559K 0.36% +3K +54.3% $57.67 -1.9%
57 EFG ISHARES TR 4,462.0 $555K 0.36% +431.0 +10.7% $124.42 +0.5%
58 JIRE J P MORGAN EXCHANGE TRADED F 6,531.0 $539K 0.35% +2K +32.3% $82.49 +3.0%
59 VOOG VANGUARD ADMIRAL FDS INC 6,501.0 $537K 0.35% +6K +655.9% $82.62 +1.9%
60 MTUM ISHARES TR 1,514.0 $519K 0.34% +317.0 +26.5% $342.94 -12.6%
Page 3 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%