Aegis Wealth Management, Inc.

Q3 2026 13F Detailed Holdings

Location
Guthrie Center, IA
Holdings as of
9/30/2026
Value ($000)
$169,505
Num holdings
196
Date filed
10/26/2026
Form type
13F-HR
Prev filing
7/16/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 GeoWealth Management, LLC 028-16841