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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JKHY HENRY JACK & ASSOC INC Technology 2,452.0 $338K 0.22% $137.75 +23.2%
82 GOOGL ALPHABET INC Communication Services 937.0 $335K 0.22% +55.0 +6.2% $357.37 -3.0%
83 MGC VANGUARD WORLD FD 1,194.0 $327K 0.21% -21.0 -1.7% $273.63 +3.1%
84 ELEVATION SERIES TRUST 13,610.0 $324K 0.21% +3K +29.4% $23.80
85 GWX SPDR INDEX SHS FDS 7,285.0 $319K 0.21% NEW $43.76 +6.4%
86 JANT AIM ETF PRODUCTS TRUST 7,183.0 $316K 0.20% +2K +27.6% $44.01 +2.5%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 2,616.0 $305K 0.20% +1K +85.9% $116.66 +59.7%
88 JUSA J P MORGAN EXCHANGE TRADED F 4,495.0 $302K 0.20% NEW $67.18 +3.1%
89 TQQQ PROSHARES TR 3,695.0 $299K 0.19% NEW $81.00 -11.3%
90 ORC ORCHID IS CAP INC Real Estate 42,727.0 $298K 0.19% +2K +3.9% $6.97 -4.0%
91 GLD SPDR GOLD TR Financial Services 808.0 $298K 0.19% +155.0 +23.7% $368.38 +11.0%
92 JULT AIM ETF PRODUCTS TRUST 5,978.0 $286K 0.18% NEW $47.77 +2.2%
93 BLACKROCK ETF TRUST 7,556.0 $277K 0.18% NEW $36.60
94 VUSB VANGUARD BD INDEX FDS 5,524.0 $275K 0.18% -2K -27.8% $49.78 -0.1%
95 SOXL DIREXION SHARES ETF TRUST 1,029.0 $274K 0.18% NEW $266.71 -58.3%
96 META META PLATFORMS INC Communication Services 478.0 $269K 0.17% +121.0 +33.9% $563.29 +2.6%
97 BLACKROCK ETF TRUST 8,369.0 $266K 0.17% +2K +21.9% $31.78
98 INNOVATOR ETFS TRUST 8,823.0 $264K 0.17% +1K +14.9% $29.97
99 JNK SPDR SERIES TRUST 2,647.0 $255K 0.17% NEW $96.37 -0.4%
100 VUG VANGUARD INDEX FDS 2,924.0 $252K 0.16% +2K +510.4% $86.15 +2.8%
Page 5 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%