Aegis Wealth Management Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    bethesda, MD
  • CIK
    0001628818
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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