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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 REET ISHARES TR 23,555.0 $592K 0.34% +2K +7.0% $25.15 +9.6%
62 MDT MEDTRONIC PLC Healthcare 6,006.0 $520K 0.30% -422.0 -6.6% $86.65 -10.3%
63 IXUS ISHARES TR 6,000.0 $520K 0.30% $86.64 +11.7%
64 ENTERGY CORP NEW 4,457.0 $501K 0.29% -323.0 -6.8% $112.36
65 B BARRICK MNG CORP Basic Materials 12,000.0 $489K 0.28% $40.79 +2.5%
66 MP MP MATERIALS CORP Basic Materials 10,005.0 $483K 0.28% $48.26 +39.7%
67 DFIS DIMENSIONAL ETF TRUST 14,201.0 $478K 0.27% $33.67 +9.3%
68 DISV DIMENSIONAL ETF TRUST 11,772.0 $464K 0.27% $39.44 +7.9%
69 SCHD SCHWAB STRATEGIC TR 15,100.0 $463K 0.27% $30.68 +6.5%
70 VFH VANGUARD WORLD FD 3,800.0 $459K 0.26% $120.81 +5.3%
71 SCHH SCHWAB STRATEGIC TR 21,038.0 $452K 0.26% +137.0 +0.7% $21.49 +10.9%
72 GSK GSK PLC Healthcare 7,716.0 $426K 0.24% -139.0 -1.8% $55.19 -6.5%
73 DFGP DIMENSIONAL ETF TRUST 7,362.0 $397K 0.23% +317.0 +4.5% $53.99 +0.8%
74 VGSR MANAGER DIRECTED PORTFOLIOS 37,766.0 $390K 0.22% +655.0 +1.8% $10.33 +9.8%
75 RYN RAYONIER INC Real Estate 18,878.0 $389K 0.22% $20.62 -0.8%
76 ENB ENBRIDGE INC Energy 7,185.0 $389K 0.22% -728.0 -9.2% $54.14 +5.5%
77 WEC WEC ENERGY GROUP INC Utilities 3,296.0 $382K 0.22% -25.0 -0.8% $115.77 -2.0%
78 CHGX EA SERIES TRUST 14,096.0 $378K 0.22% $26.82 +20.8%
79 PAGP PLAINS GP HLDGS L P Energy 15,568.0 $378K 0.22% -599.0 -3.7% $24.28 +5.0%
80 VNQ VANGUARD INDEX FDS 4,119.0 $365K 0.21% +433.0 +11.8% $88.70 +9.6%
Page 4 of 6  ·  118 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%