Aegis Wealth Management LLC

13F Portfolio Filings

Most recent 13F: Q4 2024
Location: Bethesda, MD
CIK: 0001628818
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2024	109	147,819	IVV, DFAI, DFAS, DFUV	13F-HR	3/7/2025	000108514625001819