Aegis Wealth Management LLC Portfolio Holdings

Aegis Wealth Management LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $187 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.5B, Spdr S&P 500 ETF Trust with a value of $10.7B, Dimensional ETF Tr with a value of $9B, Ishares Tr with a value of $7.6B, and Dimensional ETF Tr U S Small C with a value of $7.56B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $167B to 187B.

Aegis Wealth Management LLC is based out at Bethesda, MD

Below you can find more details about Aegis Wealth Management LLC portfolio as well as his latest detailed transactions.