Aegis Wealth Management Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationbethesda, MD
- CIK0001628818
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
123 | $186.70 M | IVV, SPY, DFAI, SHV | 13F-HR | Nov 5, 2025 | 000162881825000004 | ||
114 | $166.80 M | IVV, DFAI, DFAS, DFUV | 13F-HR | Aug 7, 2025 | 000108514625004679 | ||
119 | $170.06 M | IVV, DFAI, DFAS, DFUV | 13F-HR | May 8, 2025 | 000108514625002751 | ||
109 | $147.82 M | IVV, DFAI, DFAS, DFUV | 13F-HR | Mar 7, 2025 | 000108514625001819 |