Advertisement
Screener

Aegis Wealth Management LLC Current Holdings: USA Stocks

Aegis Wealth Management LLC

Aegis Wealth Management LLC reported a Form 13F information table total of $174.85 million in 118 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1628818): holdings report, quarter ended 2026-03-31, filed 2026-04-23; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
CenturyLink Investment Management CoUnited States$0.175B3
Converium Capital Inc.Canada$0.175B36
LOWERY THOMAS, LLCUnited States$0.175B55
Basepoint Wealth LLCUnited States$0.175B643
William Mack & Associates, Inc.United States$0.175B73
Braeburn Wealth Management LLCUnited States$0.175B85
BAIN CAPITAL VENTURE INVESTORS, LLCUnited States$0.175B4
LifeGoal Investments, LLCUnited States$0.175B112
Delos Wealth Advisors, LLCUnited States$0.175B260
Sunbeam Capital Management, LLCUnited States$0.175B112