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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 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BBUS J P MORGAN EXCHANGE TRADED F 11,300.0 $1.3M 1.04% +2K +15.7% $117.17 +14.2%
22 DECW AIM ETF PRODUCTS TRUST 38,446.0 $1.3M 1.01% +4K +12.2% $33.41 +5.9%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,952.0 $1.3M 1.00% +449.0 +29.9% $650.46 +14.2%
24 SEPW AIM ETF PRODUCTS TRUST 38,360.0 $1.2M 0.95% -758.0 -1.9% $31.59 +4.8%
25 IWM ISHARES TR 4,884.0 $1.2M 0.95% +149.0 +3.1% $247.98 +13.9%
26 MRK MERCK & CO INC Healthcare 8,686.0 $1.0M 0.82% $120.29 -3.7%
27 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,687.0 $1.0M 0.82% +71.0 +4.4% $616.91 +7.8%
28 XLSR SSGA ACTIVE TR 17,299.0 $999K 0.79% +6K +49.5% $57.74 +13.0%
29 TSLA TESLA INC Consumer Cyclical 2,606.0 $969K 0.76% +426.0 +19.5% $371.77 +12.2%
30 SPDW SPDR INDEX SHS FDS 19,873.0 $907K 0.71% +5K +32.7% $45.65 +10.3%
31 DYNF BLACKROCK ETF TRUST 14,571.0 $848K 0.67% -2K -13.0% $58.18 +14.3%
32 IEMG ISHARES INC 12,008.0 $838K 0.66% -1K -8.6% $69.75 +15.5%
33 WMT WALMART INC Consumer Defensive 6,615.0 $822K 0.65% +407.0 +6.6% $124.28 +5.3%
34 TDSC EXCHANGE LISTED FDS TR 31,523.0 $820K 0.64% -5K -13.4% $26.00 +6.5%
35 IVE ISHARES TR 3,877.0 $819K 0.64% -733.0 -15.9% $211.18 +7.1%
36 CLX CLOROX CO DEL Consumer Defensive 7,865.0 $815K 0.64% -265.0 -3.3% $103.63 -8.2%
37 VGT VANGUARD WORLD FD 1,162.0 $811K 0.64% +44.0 +3.9% $697.72 -83.6%
38 CWB SPDR SERIES TRUST 8,838.0 $809K 0.64% -129K -93.6% $91.52 +15.1%
39 ELEVATION SERIES TRUST 30,348.0 $760K 0.60% +6K +25.8% $25.04
40 EXR EXTRA SPACE STORAGE INC Real Estate 5,584.0 $732K 0.57% $131.13 +9.7%
Page 2 of 6  ·  111 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%