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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 1,364.0 $515K 0.33% +183.0 +15.5% $377.75 -2.4%
62 GOOG ALPHABET INC 1,400.0 $495K 0.32% +205.0 +17.1% $353.33
63 UPS UNITED PARCEL SVCS INC Industrials 4,582.0 $493K 0.32% +33.0 +0.7% $107.49 -2.0%
64 BDVL BLACKROCK ETF TRUST 18,759.0 $487K 0.32% +7K +59.5% $25.98 +3.1%
65 BAI BLACKROCK ETF TRUST 9,225.0 $486K 0.31% -802.0 -8.0% $52.72 -16.3%
66 AMD ADVANCED MICRO DEVICES INC Technology 815.0 $473K 0.31% NEW $580.91 -19.9%
67 EFV ISHARES TR 5,790.0 $443K 0.29% -3K -35.9% $76.55 +6.8%
68 SPMD SPDR SERIES TRUST 6,535.0 $442K 0.28% +2K +57.7% $67.56 -1.8%
69 PSA PUBLIC STORAGE Real Estate 1,341.0 $427K 0.28% -23.0 -1.7% $318.31 -1.5%
70 V VISA INC Financial Services 1,227.0 $421K 0.27% -13.0 -1.1% $343.09 +11.2%
71 IGSB ISHARES TR 7,881.0 $413K 0.27% -3K -27.6% $52.41 -0.6%
72 LMUB ISHARES TR 8,061.0 $413K 0.27% +2K +31.9% $51.22 -3.7%
73 CERY SPDR SERIES TRUST 12,089.0 $404K 0.26% +5K +69.2% $33.43 +14.3%
74 TDSB EXCHANGE LISTED FDS TR 16,444.0 $404K 0.26% -463.0 -2.7% $24.54 +1.7%
75 SPYV SPDR SERIES TRUST 6,215.0 $378K 0.24% +2K +41.9% $60.79 +4.5%
76 SPYG SPDR SERIES TRUST 3,137.0 $373K 0.24% +706.0 +29.0% $118.99 +1.9%
77 SMH VANECK ETF TRUST 559.0 $367K 0.24% NEW $655.89 -15.7%
78 BLCR BLACKROCK ETF TRUST 6,988.0 $352K 0.23% +986.0 +16.4% $50.37 -1.9%
79 QLD PROSHARES TR 3,515.0 $340K 0.22% NEW $96.76 -6.8%
80 THRO BLACKROCK ETF TRUST 7,854.0 $339K 0.22% -2K -19.6% $43.11 +1.7%
Page 4 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%