Aegis Wealth Management LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location bethesda, MDCIK 0001628818All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
123 | $186.70M | IVV, SPY, DFAI, SHV | 13F-HR | Nov 5, 2025 | 000162881825000004 | ||
114 | $166.80M | IVV, DFAI, DFAS, DFUV | 13F-HR | Aug 7, 2025 | 000108514625004679 | ||
119 | $170.06M | IVV, DFAI, DFAS, DFUV | 13F-HR | May 8, 2025 | 000108514625002751 | ||
109 | $147.82M | IVV, DFAI, DFAS, DFUV | 13F-HR | Mar 7, 2025 | 000108514625001819 |