Aegis Wealth Management LLC

Institutional manager (13F) · CIK 1628818

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $149M

#	Issuer	Value	Shares
1	ISHARES TR	$10M	15,640
2	ISHARES TR	$9M	84,398
3	DIMENSIONAL ETF TRUST	$9M	220,154
4	STATE STR SPDR S&P 500 ETF T	$8M	11,874
5	DIMENSIONAL ETF TRUST	$7M	103,932
6	ISHARES TR	$7M	47,167
7	DIMENSIONAL ETF TRUST	$7M	135,837
8	DIMENSIONAL ETF TRUST	$6M	142,888
9	VANGUARD SCOTTSDALE FDS	$5M	81,164
10	DIMENSIONAL ETF TRUST	$4M	105,815
11	VANGUARD INDEX FDS	$4M	12,681
12	DIMENSIONAL ETF TRUST	$4M	120,098
13	VANGUARD TAX-MANAGED FDS	$4M	59,312
14	VANGUARD INDEX FDS	$4M	13,880
15	DIMENSIONAL ETF TRUST	$4M	67,622
16	ISHARES TR	$3M	12,595
17	DIMENSIONAL ETF TRUST	$3M	83,603
18	DIMENSIONAL ETF TRUST	$3M	46,178
19	DYNE THERAPEUTICS INC	$2M	135,030
20	DIMENSIONAL ETF TRUST	$2M	55,758
21	ISHARES TR	$2M	25,735
22	DIMENSIONAL ETF TRUST	$2M	87,637
23	APPLE INC	$2M	8,609
24	BERKSHIRE HATHAWAY INC DEL	$2M	3
25	VANGUARD INSTL INDEX FD	$2M	26,942
26	SCHWAB STRATEGIC TR	$2M	78,298
27	3M CO	$2M	13,016
28	VANGUARD INTL EQUITY INDEX F	$2M	34,596
29	VANGUARD INDEX FDS	$2M	3,071
30	DIMENSIONAL ETF TRUST	$2M	37,555
31	VANGUARD MALVERN FDS	$2M	35,886
32	VANGUARD BD INDEX FDS	$2M	20,950
33	DIMENSIONAL ETF TRUST	$1M	42,972
34	DIMENSIONAL ETF TRUST	$1M	41,839
35	VANGUARD INDEX FDS	$1M	6,690
36	ISHARES TR	$1M	25,462
37	VANGUARD BD INDEX FDS	$1M	17,235
38	FREEPORT MCMORAN INC	$1M	21,241
39	VANGUARD SCOTTSDALE FDS	$1M	15,609
40	DIMENSIONAL ETF TRUST	$1M	32,027
41	RIO TINTO PLC	$1M	12,000
42	VANGUARD INDEX FDS	$1M	5,637
43	ISHARES TR	$1M	10,339
44	ISHARES TR	$1M	4,699
45	ASML HLDG NV	$876k	663
46	ISHARES TR	$864k	10,466
47	SCHWAB STRATEGIC TR	$862k	34,357
48	DIMENSIONAL ETF TRUST	$858k	17,900
49	VANGUARD INTL EQUITY INDEX F	$824k	10,000
50	DIMENSIONAL ETF TRUST	$752k	31,776

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.