account_balance
Investment manager · 13F filer · SEC CIK 1628818
Aegis Wealth Management LLC
Reported value$204Mas of Sep 30, 2026
Positions153 5 new, 12 sold out
Top 10 weight37.2%IVV alone is 6%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.9%
SHViShares Tr
5.5%Added +9%
DFASDimensional ETF Trust
3.9%
DFAIDimensional ETF Trust
3.9%Trimmed −6%
ITOTiShares Tr
3.8%
DFUVDimensional ETF Trust
3.6%
DFAUDimensional ETF Trust
3.3%Trimmed −8%
SPYSPDR S&P 500 ETF Trust
2.6%Trimmed −25%
VTIVanguard Index FDS
2.3%
DFAEDimensional ETF Trust
2.3%Trimmed −2%
VGSHVanguard Scottsdale FDS
2.3%Added +6%
DFACDimensional ETF Trust
2.2%Trimmed −5%
IVViShares Tr
5.9%
SHViShares Tr
5.5%Added +9%
DFASDimensional ETF Trust
3.9%
DFAIDimensional ETF Trust
3.9%−6%
ITOTiShares Tr
3.8%
DFUVDimensional ETF Trust
3.6%
DFAUDimensional ETF Trust
3.3%
SPYSPDR S&P 500 ETF Trust
2.6%
VTIVanguard Index FDS
2.3%
DFAE2.3%
VGSH2.3%
DFAC2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.9% Held
SHV iShares Tr 5.5% Added +9%
DFAS Dimensional ETF Trust 3.9% Held
DFAI Dimensional ETF Trust 3.9% Trimmed −6%
ITOT iShares Tr 3.8% Held
DFUV Dimensional ETF Trust 3.6% Held
DFAU Dimensional ETF Trust 3.3% Trimmed −8%
SPY SPDR S&P 500 ETF Trust 2.6% Trimmed −25%VTI Vanguard Index FDS 2.3% Held
DFAE Dimensional ETF Trust 2.3% Trimmed −2%
VGSH Vanguard Scottsdale FDS 2.3% Added +6%
DFAC Dimensional ETF Trust 2.2% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.