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Portfolio (Quarterly) Guide ↗

Aegis Wealth Management, Inc.

· CIK 0002096565
13F Portfolio $127M AUM 162 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 54 Added 31 Reduced 6 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 1,195.0 $343K 0.27% -18.0 -1.5% $286.86 +33.7%
22 TLH ISHARES TR 2,778.0 $280K 0.22% -1K -32.9% $100.72 -2.4%
23 JAJL INNOVATOR ETFS TRUST 9,613.0 $279K 0.22% -90.0 -0.9% $29.07 +2.2%
24 ELEVATION SERIES TRUST 10,522.0 $254K 0.20% -47K -81.7% $24.13
25 SPYV SPDR SERIES TRUST 4,379.0 $248K 0.20% -7K -60.5% $56.58 +7.1%
26 SPYG SPDR SERIES TRUST 2,431.0 $238K 0.19% -3K -58.4% $97.91 +20.8%
27 IBHF ISHARES TR 10,081.0 $231K 0.18% -135.0 -1.3% $22.95 -0.7%
28 LTPZ PIMCO ETF TR 4,445.0 $227K 0.18% -23.0 -0.5% $51.03 -1.2%
29 JGRO J P MORGAN EXCHANGE TRADED F 2,681.0 $227K 0.18% -327.0 -10.9% $84.52 +14.8%
30 INNOVATOR ETFS TRUST 7,679.0 $223K 0.17% -70.0 -0.9% $29.07
31 INNOVATOR ETFS TRUST 7,807.0 $209K 0.16% -71.0 -0.9% $26.72
Page 2 of 2  ·  31 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 21.8%
Financial Services 17.7%
Healthcare 16.5%
Technology 13.1%
Real Estate 12.4%
Consumer Defensive 10.6%
Communication Services 4.2%
Energy 2.0%
Industrials 1.7%