Aegis Wealth Management, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Guthrie Center, IA
CIK
0002096565
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
111
127,258
QQH, LGH, BIL, MINT
13F-HR
4/20/2026
000209656526000002
Q4 2025
101
127,332
QQH, LGH, CWB, BILZ
13F-HR
2/5/2026
000209656526000001