Arkolith/Funds/Aegis Wealth Management LLC

Aegis Wealth Management LLC

CIK 1628818Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Aegis Wealth Management LLC holds a diversified book of 160 reported positions worth $212.6M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Nvidia Corp and trimmed Dimensional International Co. Their largest long position is Ishares Core S&P 500 ETF at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+18.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Aegis Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
44
bought for the first time
+41 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
3
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+15.7%
+18.9%/yr · since Nov '25
Their reported book
+14.3%
held from quarter-end
S&P 500
+14.9%
same window
$10K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Aegis Wealth Management LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Aegis Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
37%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

24% mapped to company sectors

ETFs / funds
74%
Information Technology
6%
Health Care
4%
Financials
4%
Materials
3%
Industrials
3%
No sector on file yet
2%
Consumer Discretionary
1%

+5 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Aegis Wealth Management LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.9 / 80$4.5B
Pandowealth. LLC9 / 80$116.5M
Richard Young Associates, Ltd.14 / 80$142.8M
Swiss Re Ltd21 / 80$1.0B
Professional Financial Solutions LLC24 / 80$119.4M
Mirae Asset Global Investments Co., Ltd.43 / 80$277.6B
Capstone Capital LLC14 / 80$160.8M

Ranked by the share of each fund's own book sitting in the names it shares with Aegis Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

160 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$11.9M15.9K
5.6%
+1.6%
Added · +254 sh
2Ishares TR
TRUST ISHARE 0-1
$10.3M93.0K
4.8%
+10%
Added · +9K sh
3Dimensional ETF Trust
US SMALL CAP ETF
$8.7M105.2K
4.1%
+1.2%
Added · +1K sh
4Dimensional ETF Trust
INTL CORE EQT MK
$8.4M204.0K
4.0%
−7.3%
Reduced · −16K sh
5Ishares TR
CORE S&P TTL STK
$7.7M47.2K
3.6%
Held
6Dimensional ETF Trust
US MKTWIDE VALUE
$7.3M133.3K
3.4%
−1.9%
Reduced · −3K sh
7Dimensional ETF Trust
US CORE EQT MKT
$7.2M138.4K
3.4%
−3.1%
Reduced · −4K sh
8State STR SPDR S&P 500 ETF T
TR UNIT
$7.0M9.4K
3.3%
−21%
Reduced · −2K sh
9Dimensional ETF Trust
EMGR CRE EQT MNG
$4.9M123.0K
2.3%
+2.4%
Added · +3K sh
10Dimensional ETF Trust
US COR EQU 2 ETF
$4.7M105.9K
2.2%
~0%
Added · +51 sh
11Vanguard Index FDS
TOTAL STK MKT
$4.7M12.7K
2.2%
Held
12Vanguard Scottsdale FDS
SHORT TERM TREAS
$4.5M76.9K
2.1%
−5.2%
Reduced · −4K sh
13Vanguard Index FDS
SMALL CP ETF
$4.2M13.9K
2.0%
Held
14Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$4.2M58.7K
2.0%
−1.0%
Reduced · −600 sh
15Dimensional ETF Trust
INTERNATNAL VAL
$3.7M67.6K
1.7%
Held
16Dyne Therapeutics Inc
COM
$3.3M150.0K
1.6%
+11%
Added · +15K sh
17Dimensional ETF Trust
US TARGETED VLU
$3.2M45.4K
1.5%
−1.6%
Reduced · −750 sh
18Dimensional ETF Trust
INTL CORE EQUITY
$3.1M83.7K
1.5%
+0.1%
Added · +61 sh
19Dimensional ETF Trust
GLOBAL REAL EST
$2.8M95.9K
1.3%
+9.5%
Added · +8K sh
20Dimensional ETF Trust
CORE FIXE IN ETF
$2.5M60.1K
1.2%
+7.8%
Added · +4K sh
21Ishares TR
CORE MSCI EAFE
$2.5M25.7K
1.2%
Held
22Apple Inc
COM
$2.4M8.4K
1.1%
−2.4%
Reduced · −207 sh
23Vanguard Malvern FDS
STRM INFPROIDX
$2.3M45.5K
1.1%
+27%
Added · +10K sh
24Berkshire Hathaway Inc Del
CL A
$2.2M3
1.1%
Held
25Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.2M36.6K
1.0%
+5.8%
Added · +2K sh
26Schwab Strategic TR
INTL EQTY ETF
$2.2M78.3K
1.0%
Held
27Vanguard Index FDS
S&P 500 ETF SHS
$2.1M3.1K
1.0%
~0%
Reduced · −1 sh
28Nvidia Corporation
COM
$1.9M9.3K
0.9%
New
New position
29Amazon Com Inc
COM
$1.8M7.7K
0.9%
New
New position
30Dimensional ETF Trust
SHOR DUR FIX ETF
$1.8M36.7K
0.8%
−2.4%
Reduced · −889 sh
31Dimensional ETF Trust
EMERGING MKTS CO
$1.7M42.2K
0.8%
−1.7%
Reduced · −737 sh
32Ishares TR
1 3 YR TREAS BD
$1.7M20.9K
0.8%
+99%
Added · +10K sh
33Dimensional ETF Trust
US SMALL CAP ETF
$1.7M43.7K
0.8%
+4.5%
Added · +2K sh
34Ishares TR
RUSSELL 2000 ETF
$1.7M5.6K
0.8%
−56%
Reduced · −7K sh
35Vanguard Index FDS
SM CP VAL ETF
$1.6M6.7K
0.8%
Held
36Vanguard BD Index FDS
TOTAL BND MRKT
$1.5M20.9K
0.7%
Held
37Ishares TR
0-3 MTH TREASURY
$1.5M14.6K
0.7%
+143%
Added · +9K sh
38Dimensional ETF Trust
US LARG VALU ETF
$1.4M36.4K
0.7%
+14%
Added · +4K sh
39Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.4M18.0K
0.7%
+15%
Added · +2K sh
40Vanguard BD Index FDS
SHORT TRM BOND
$1.4M17.5K
0.6%
+1.8%
Added · +304 sh
41Ishares TR
MSCI EAFE ETF
$1.4M13.0K
0.6%
+26%
Added · +3K sh
42ASML Hldg NV
N Y REGISTRY SHS
$1.3M675
0.6%
+1.8%
Added · +12 sh
43Freeport McMoran Inc
CL B
$1.3M21.2K
0.6%
−0.1%
Reduced · −21 sh
44Alphabet Inc
CAP STK CL C
$1.3M3.7K
0.6%
New
New position
45Microsoft Corp
COM
$1.3M3.4K
0.6%
New
New position
46Vanguard Index FDS
VALUE ETF
$1.2M5.6K
0.6%
Held
47Alphabet Inc
CAP STK CL A
$1.2M3.4K
0.6%
New
New position
48JPMorgan Chase & Co
COM
$1.2M3.6K
0.6%
New
New position
49Rio Tinto PLC
SPONSORED ADR
$1.1M12.0K
0.5%
Held
50Ishares TR
RUS 1000 VAL ETF
$1.1M4.7K
0.5%
Held
Showing 50 of 160 positions
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Filing history

As-of date vs the date the SEC received each filing

$212.6M · Q2 2026Q3 2025 · $186.7MQ2 2026 · $212.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d160$212.6M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d118$174.9M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202614d121$176.9M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d123$186.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.