Aegis Wealth Management, Inc.

Q3 2026 13F Holdings

Location
Guthrie Center, IA
Holdings as of
9/30/2026
Value ($000)
$169,505
Num holdings
131
Date filed
10/26/2026
Form type
13F-HR
Prev filing
7/16/2026
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type