Aegis Wealth Management LLC Incresed Positions in Q4 2025

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
15.1K
+ 21.92%
$110.15 - $110.49 $1.66M - $1.67M
83.9K $9.24B
DYN
Dyne Therapeutics, Inc.

Healthcare
26K
+ 52.1%
$12.5 - $24.29 $325K - $632K
75.9K $1.48B
VGSH
Vanguard

ETFs
9.49K
+ 14.17%
$58.64 - $58.96 $557K - $560K
76.5K $4.49B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.95K
+ 56.21%
$78.65 - $79.19 $468K - $471K
16.5K $1.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.47K
+ 5.53%
$37.61 - $39.41 $206K - $216K
105K $4.14B
Dimensional ETF Trust
11.7K
+ 14.47%
N/A
92.9K $2.45B
VTI
Vanguard Total Stock Market Et

ETFs
301
+ 2.37%
$321.8 - $337.95 $96.9K - $102K
13K $4.36B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.84K
+ 9.87%
$52.54 - $55.77 $202K - $214K
42.7K $2.3B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.6K
+ 80.0%
$100.37 - $100.72 $161K - $161K
3.6K $361M
SCHO
Schwab Short Term Us Treasury

ETFs
4.92K
+ 19.89%
$24.31 - $24.46 $120K - $120K
29.6K $722M
VB
Vanguard Small Cap ETF

ETFs
184
+ 1.29%
$248.1 - $260.08 $45.7K - $47.9K
14.4K $3.72B
VNQ
Vanguard Specialized Funds Van

ETFs
1.15K
+ 45.46%
$88.13 - $92.69 $102K - $107K
3.69K $326M
Dimensional ETF Trust
1.33K
+ 23.34%
N/A
7.05K $381M
Dimensional ETF Trust
722
+ 2.6%
N/A
28.5K $975M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.2K
+ 8.0%
$47.98 - $48.33 $57.6K - $58K
16.2K $780M
BMY
Bristol Myers Squibb CO

Healthcare
11
+ 0.18%
$42.6 - $49.08 $469 - $540
6.05K $326M
GLDM
World Gold Trust

ETFs
96
+ 2.09%
$76.32 - $86.69 $7.33K - $8.32K
4.7K $401M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
513
+ 16.6%
$77.73 - $78.84 $39.9K - $40.4K
3.6K $281M
KO
Coca Cola CO

Consumer Defensive
214
+ 4.87%
$66.1 - $71.61 $14.1K - $15.3K
4.61K $322M
V
Visa Inc.

Financial Services
50
+ 5.77%
$325.75 - $352.42 $16.3K - $17.6K
916 $321M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
265
+ 2.82%
$82.69 - $83.12 $21.9K - $22K
9.67K $801M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
10
+ 0.21%
$68.22 - $71.43 $682 - $714
4.85K $347M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
500
+ 0.95%
$42.71 - $43.27 $21.4K - $21.6K
53.2K $2.26B
DFUS
Dimensional ETF Tr U S Equity

ETFs
42
+ 1.0%
$71.0 - $74.64 $2.98K - $3.13K
4.25K $316M
BND
Vanguard Bd Index Fd Inc Total

ETFs
202
+ 0.99%
$74.09 - $75.1 $15K - $15.2K
20.6K $1.53B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
125
+ 0.81%
$79.55 - $80.13 $9.94K - $10K
15.6K $1.24B
VUSB
Vanguard Bd Index Fds
81
+ 1.48%
N/A
5.54K $276M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
354
+ 1.72%
$20.85 - $21.86 $7.38K - $7.74K
20.9K $437M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
702
+ 1.97%
$49.98 - $50.22 $35.1K - $35.3K
36.3K $1.8B
DFSD
Dimensional ETF Tr Short Durat

ETFs
17
+ 0.05%
$48.17 - $48.5 $819 - $825
34.7K $1.66B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
120
+ 0.58%
$32.35 - $34.37 $3.88K - $4.12K
20.7K $677M
TXN
Texas Instruments Inc

Technology
51
+ 2.67%
N/A
1.96K $340M
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 8.81%
$358.03 - $397.02 $21.1K - $23.4K
729 $251M
RYN
Rayonier Inc

Real Estate
878
+ 4.88%
$21.78 - $26.92 $19.1K - $23.6K
18.9K $409M
ORCL
Oracle Corp

Technology
168
+ 13.0%
$217.57 - $313.0 $36.6K - $52.6K
1.46K $285M
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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