Aegis Wealth Management LLC has filed its 13F form on March 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 109 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 $16.5B, Dimensional ETF Tr with a value of $7.98B, Dimensional ETF Tr U S Small C with a value of $7.53B, Dimensional ETF Tr Us Marketwi with a value of $7.19B, and Ishares Core S&P Total U.S. St with a value of $6.11B.
Examining the 13F form we can see an increase of $148B in the current position value.
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.
