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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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BIV VANGUARD BD INDEX FDS 3,604.0 $278K 0.16% $77.18 -0.9%
102 VUSB VANGUARD BD INDEX FDS 5,576.0 $278K 0.16% +38.0 +0.7% $49.79 -0.0%
103 PFE PFIZER INC Healthcare 9,756.0 $274K 0.16% +269.0 +2.8% $28.08 -8.3%
104 IJH ISHARES TR 3,900.0 $263K 0.15% $67.53 +10.3%
105 TFC TRUIST FINL CORP Financial Services 5,705.0 $262K 0.15% -94.0 -1.6% $45.97 +5.3%
106 V VISA INC Financial Services 866.0 $262K 0.15% -50.0 -5.5% $302.24 +7.9%
107 EIX EDISON INTL Utilities 3,502.0 $256K 0.15% +53.0 +1.5% $73.18 -2.5%
108 VANGUARD MALVERN FDS 3,275.0 $250K 0.14% $76.25
109 OMC OMNICOM GROUP INC Communication Services 3,300.0 $249K 0.14% +120.0 +3.8% $75.31 -0.8%
110 PEP PEPSICO INC Consumer Defensive 1,589.0 $247K 0.14% NEW $155.29 -6.0%
111 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 802.0 $235K 0.13% NEW $292.75 +32.1%
112 BNDW VANGUARD SCOTTSDALE FDS 3,259.0 $223K 0.13% $68.35 -0.2%
113 HD HOME DEPOT INC Consumer Cyclical 671.0 $221K 0.13% -58.0 -8.0% $328.89 -5.7%
114 IWF ISHARES TR 507.0 $216K 0.12% $426.29 -70.6%
115 FIS FIDELITY NATL INFORMATION SV Technology 4,607.0 $216K 0.12% +279.0 +6.5% $46.91 -9.9%
116 AMD ADVANCED MICRO DEVICES INC Technology 1,022.0 $208K 0.12% $203.43 +144.2%
117 DOC HEALTHPEAK PROPERTIES INC Real Estate 12,567.0 $206K 0.12% +600.0 +5.0% $16.43 +20.9%
118 CMCSA COMCAST CORP NEW Communication Services 7,099.0 $204K 0.12% NEW $28.71 -12.6%
Page 6 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%