Aegis Wealth Management LLC - Portfolio overview

Aegis Wealth Management LLC has 128 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Basic Materials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.76%
2. SHV - ISHARES TR, 5.26%
3. DFAI - DIMENSIONAL ETF TRUST, 4.84%

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

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