Aegis Wealth Management LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 121 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 $10.9B, Spdr S&P 500 ETF Trust with a value of $9.46B, Ishares Tr with a value of $9.24B, Dimensional ETF Tr with a value of $8.39B, and Dimensional ETF Tr U S Small C with a value of $7.04B.
Examining the 13F form we can see an decrease of $9.8B in the current position value, from $187B to 177B.
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.
Portfolio value
$177 Billion
ETFs: $143 Billion
Technology: $4.95 Billion
Basic Materials: $3.64 Billion
Financial Services: $3.59 Billion
Healthcare: $3.45 Billion
Industrials: $2.37 Billion
Utilities: $2.34 Billion
Consumer Cyclical: $2.21 Billion
Other: $4.33 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
