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Portfolio (Quarterly) Guide ↗

Aegis Wealth Management, Inc.

· CIK 0002096565
13F Portfolio $127M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New
Page 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IAU ISHARES GOLD TR Financial Services 3,123.0 $253K 0.20% NEW $81.17 +5.2%
82 VCIT VANGUARD SCOTTSDALE FDS 3,003.0 $252K 0.20% NEW $83.75 -1.9%
83 SPSM SPDR SERIES TRUST 5,320.0 $249K 0.20% NEW $46.86 +13.1%
84 GOOGL ALPHABET INC Communication Services 777.0 $243K 0.19% NEW $313.00 +23.9%
85 BDVL BLACKROCK ETF TRUST 9,533.0 $236K 0.19% NEW $24.81 +5.2%
86 IBHF ISHARES TR 10,216.0 $236K 0.18% NEW $23.08 -1.2%
87 GLD SPDR GOLD TR Financial Services 584.0 $231K 0.18% NEW $396.31 +5.2%
88 LTPZ PIMCO ETF TR 4,468.0 $231K 0.18% NEW $51.75 -2.6%
89 NVDA NVIDIA CORPORATION Technology 1,228.0 $229K 0.18% NEW $186.53 +17.7%
90 INNOVATOR ETFS TRUST 7,749.0 $225K 0.18% NEW $29.06
91 VUG VANGUARD INDEX FDS 461.0 $225K 0.18% NEW $488.09 -82.1%
92 IBM INTERNATIONAL BUSINESS MACHS Technology 753.0 $223K 0.17% NEW $296.21 -14.6%
93 QLD PROSHARES TR 3,146.0 $222K 0.17% NEW $70.41 +31.2%
94 INNOVATOR ETFS TRUST 7,878.0 $211K 0.17% NEW $26.78
95 JANT AIM ETF PRODUCTS TRUST 5,099.0 $210K 0.17% NEW $41.23 +5.7%
96 JGLO J P MORGAN EXCHANGE TRADED F 3,080.0 $208K 0.16% NEW $67.67 +4.9%
97 JPM JPMORGAN CHASE & CO. Financial Services 643.0 $207K 0.16% NEW $322.35 -6.0%
98 JAVA J P MORGAN EXCHANGE TRADED F 2,867.0 $206K 0.16% NEW $71.71 +6.3%
99 CVX CHEVRON CORP NEW Energy 1,326.0 $202K 0.16% NEW $152.42 +25.3%
100 DX DYNEX CAP INC Real Estate 11,718.0 $164K 0.13% NEW $14.01 -8.3%
Page 5 of 6  ·  101 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
Consumer Cyclical 20.3%
Healthcare 18.4%
Financial Services 18.3%
Real Estate 13.0%
Technology 12.6%
Consumer Defensive 10.4%
Communication Services 3.6%
Industrials 1.8%
Utilities 1.0%
Energy 0.8%