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Portfolio (Quarterly) Guide ↗

Aegis Wealth Management LLC

· CIK 0001628818
13F Portfolio $175M AUM 118 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 32 Added 46 Reduced 6 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 15,640.0 $10.2M 5.84% -230.0 -1.4% $653.21 +15.4%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,874.0 $7.7M 4.42% -2K -14.4% $650.34 +15.4%
3 DFUV DIMENSIONAL ETF TRUST 135,837.0 $6.6M 3.77% -11K -7.6% $48.46 +10.8%
4 VTI VANGUARD INDEX FDS 12,681.0 $4.1M 2.33% -325.0 -2.5% $320.82 +15.2%
5 DFAE DIMENSIONAL ETF TRUST 120,098.0 $4.1M 2.33% -3K -2.1% $33.86 +19.6%
6 VEA VANGUARD TAX-MANAGED FDS 59,312.0 $3.8M 2.17% -7K -10.5% $64.08 +12.0%
7 VB VANGUARD INDEX FDS 13,880.0 $3.6M 2.08% -549.0 -3.8% $261.92 +11.8%
8 IWM ISHARES TR 12,595.0 $3.1M 1.79% -2K -11.2% $248.00 +17.1%
9 DFGR DIMENSIONAL ETF TRUST 87,637.0 $2.3M 1.33% -5K -5.6% $26.58 +9.5%
10 AAPL APPLE INC Technology 8,609.0 $2.2M 1.25% -3K -24.8% $253.79 +21.5%
11 SCHF SCHWAB STRATEGIC TR 78,298.0 $1.9M 1.11% -2K -2.5% $24.75 +12.2%
12 VWO VANGUARD INTL EQUITY INDEX F 34,596.0 $1.9M 1.07% -8K -19.0% $54.05 +11.4%
13 VOO VANGUARD INDEX FDS 3,071.0 $1.8M 1.05% -102.0 -3.2% $597.55 +15.5%
14 VTIP VANGUARD MALVERN FDS 35,886.0 $1.8M 1.02% -417.0 -1.1% $49.95 +0.7%
15 DFEM DIMENSIONAL ETF TRUST 42,972.0 $1.5M 0.85% -454.0 -1.1% $34.55 +19.3%
16 VBR VANGUARD INDEX FDS 6,690.0 $1.5M 0.83% -45.0 -0.7% $217.25 +8.3%
17 EEM ISHARES TR 25,462.0 $1.4M 0.83% -5K -17.0% $56.79 +20.4%
18 VTV VANGUARD INDEX FDS 5,637.0 $1.1M 0.63% -1K -18.3% $196.20 +8.1%
19 EFA ISHARES TR 10,339.0 $1.0M 0.57% -887.0 -7.9% $97.13 +8.2%
20 SCHB SCHWAB STRATEGIC TR 34,357.0 $862K 0.49% -348.0 -1.0% $25.10 +15.3%
Page 1 of 3  ·  46 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 28.2%
Basic Materials 14.4%
Healthcare 13.7%
Technology 11.7%
Industrials 6.7%
Utilities 6.0%
Consumer Defensive 4.8%
Consumer Cyclical 4.3%
Energy 4.2%
Communication Services 3.3%