13F Filings History of Aegis Wealth Management, Inc.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$127,332,773
Signature - Title
Rickey L. Rumelhart - CCO
Location
Guthrie Center, IA
Summary
This page shows a list of all the recent 13F filings made by Aegis Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aegis Wealth Management, Inc. reported 101 stock holdings with total value $127,332,773 as of Q4 2025. Top holdings included QQH, LGH, CWB, BILZ, and MINT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 101 $127,332,773 $0 $0 $0 QQH, LGH, CWB, BILZ, MINT 13F-HR 05 Feb 2026, 16:46