Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Aegis Wealth Management Llc > Profile

Instuitional Investor - Aegis Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Aegis Wealth Management Llc
Portfolio Value $186,701,988
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 18,740 $12,542,682 6.72%
2.
Spdr S & P 500 Etf Trust
 SPY 16,074 $10,708,404 5.74%
3.
Dimensional Etf Trust
 247,571 $8,999,206 4.82%
4.
Ishares Tr
 68,807 $7,602,486 4.07%
5.
Dimensional Etf Trust
 110,451 $7,561,476 4.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.