What does Aegis Wealth Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Aegis Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$10M16K5.8%

ISHARES TR

$9M84K5.3%

DIMENSIONAL ETF TRUST

$9M220K4.9%

STATE STR SPDR S&P 500 ETF T

$8M12K4.4%

DIMENSIONAL ETF TRUST

$7M104K4.2%

ISHARES TR

$7M47K3.8%

DIMENSIONAL ETF TRUST

$7M136K3.8%

DIMENSIONAL ETF TRUST

$6M143K3.7%

VANGUARD SCOTTSDALE FDS

$5M81K2.7%

DIMENSIONAL ETF TRUST

$4M106K2.4%

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