Aegis Wealth Management LLC
Aegis Wealth Management LLC reported 160 positions worth $212.6M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $11.9M | 5.60% | 15,894 | — | — | |
| ▸ 2 | SHV | SH | $10.3M | 4.83% | 93,023 | — | — | |
| ▸ 3 | DFAS | SH | $8.7M | 4.07% | 105,196 | — | — | |
| ▸ 4 | DFAI | SH | $8.4M | 3.96% | 204,026 | — | — | |
| ▸ 5 | ITOT | SH | $7.7M | 3.64% | 47,167 | — | — | |
| ▸ 6 | DFUV | SH | $7.3M | 3.45% | 133,283 | — | — | |
| ▸ 7 | DFAU | SH | $7.2M | 3.36% | 138,404 | — | — | |
| ▸ 8 | SPY | SH | $7.0M | 3.30% | 9,407 | — | — | |
| ▸ 9 | DFAE | SH | $4.9M | 2.33% | 123,015 | — | — | |
| ▸ 10 | DFAC | SH | $4.7M | 2.21% | 105,866 | — | — |
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Frequently Asked Questions
What stocks does Aegis Wealth Management LLC hold as of Q2 2026?
Aegis Wealth Management LLC reported 160 positions worth $212.6M in its Q2 2026 13F filing. Largest positions: IVV (5.6%), SHV (4.8%), DFAS (4.1%), DFAI (4.0%) and ITOT (3.6%).
What did Aegis Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Aegis Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.