Aegis Wealth Management, Inc. - Portfolio overview

Aegis Wealth Management, Inc. has 111 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Healthcare.

Largest reported holdings by portfolio allocation

1. QQH - NORTHERN LTS FD TR III, 15.02%
2. LGH - NORTHERN LTS FD TR III, 13.69%
3. BIL - SPDR SERIES TRUST, 11.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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