13F Filings History of Aegis Wealth Management LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$176,902,406
Signature - Title
Paul Meloan - CHIEF COMPLIANCE OFFICER
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by Aegis Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aegis Wealth Management LLC reported 121 stock holdings with total value $176,902,406 as of Q4 2025. Top holdings included IVV, SPY, SHV, DFAI, and DFAS.

Notify me when Aegis Wealth Management LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $176,902,406 +$6,803,859 -$21,265,697 -$14,461,838 IVV, SPY, SHV, DFAI, DFAS 13F-HR 14 Jan 2026, 10:39
Q3 2025 123 $186,701,988 +$28,053,118 -$28,344,566 -$291,448 IVV, SPY, DFAI, SHV, DFAS 13F-HR 05 Nov 2025, 21:38
Q2 2025 114 $166,796,551 +$233,280 -$3,500,163 -$3,266,883 IVV, DFAI, DFAS, DFUV, DFAU 13F-HR 07 Aug 2025, 16:18
Q1 2025 119 $170,063,444 +$27,520,885 -$4,648,120 +$22,872,765 IVV, DFAI, DFAS, DFUV, DFAU 13F-HR 08 May 2025, 10:10
Q4 2024 109 $147,819,188 $0 $0 $0 IVV, DFAI, DFAS, DFUV, ITOT 13F-HR 07 Mar 2025, 12:56