Aegis Wealth Management LLC Incresed Positions in Q3 2025

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
8.6K
+ 115.18%
$617.65 - $666.84 $5.31M - $5.74M
16.1K $10.7B
SHV
Ishares Tr

ETFs
40.3K
+ 141.77%
$110.06 - $110.49 $4.44M - $4.46M
68.8K $7.6B
IWM
Ishares Russell 2000 ETF

ETFs
12.3K
+ 267.57%
$214.92 - $244.84 $2.65M - $3.01M
16.9K $4.09B
EEM
Ishares Msci Emerging Markets

ETFs
34.1K
+ 669.27%
$48.07 - $53.4 $1.64M - $1.82M
39.2K $2.09B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.6K
+ 132.62%
$87.29 - $93.61 $1.36M - $1.46M
27.3K $2.55B
DFAU
Dimensional ETF Tr

ETFs
2.22K
+ 1.37%
$42.42 - $45.96 $94K - $102K
163K $7.48B
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.3K
+ 1.61%
$30.76 - $33.01 $40K - $42.9K
82.2K $2.69B
MP
Mp Materials Corp.

Basic Materials
3
+ 0.03%
$30.03 - $77.13 $90.1 - $231
10K $671M
AVUV
American Centy ETF Tr Avantis

ETFs
2.75K
+ 85.24%
$90.37 - $102.12 $249K - $281K
5.98K $595M
Dimensional ETF Trust
7.75K
+ 38.66%
N/A
27.8K $914M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
285
+ 0.36%
$21.69 - $23.34 $6.18K - $6.65K
78.6K $1.83B
RIO
Rio Tinto PLC

Basic Materials
2K
+ 20.0%
$57.66 - $66.01 $115K - $132K
12K $792M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.23K
+ 16.78%
$78.96 - $80.04 $176K - $178K
15.5K $1.24B
Dimensional ETF Trust
2.97K
+ 3.81%
N/A
81.1K $2.22B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
761
+ 2.23%
$23.82 - $25.84 $18.1K - $19.7K
34.9K $899M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
155
+ 0.76%
$30.13 - $33.37 $4.67K - $5.17K
20.5K $686M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.21K
+ 3.62%
$47.86 - $48.43 $57.9K - $58.6K
34.7K $1.67B
DUK
Duke Energy Corp

Utilities
270
+ 4.68%
$116.31 - $125.93 $31.4K - $34K
6.04K $748M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
300
+ 0.85%
$49.78 - $50.75 $14.9K - $15.2K
35.6K $1.8B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
403
+ 3.96%
$78.11 - $79.07 $31.5K - $31.9K
10.6K $835M
VUSB
Vanguard Bd Index Fds
127
+ 2.38%
N/A
5.46K $273M
OMC
Omnicom Group Inc.

Communication Services
29
+ 0.91%
$70.41 - $81.53 $2.04K - $2.36K
3.23K $263M
UPS
United Parcel Service Inc

Industrials
142
+ 5.1%
$82.58 - $105.54 $11.7K - $15K
2.93K $245M
Activity Summary
Buys All Purchases 44 New Holdings 20 Increased Positions 24 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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