Aegis Wealth Management, Inc.
Aegis Wealth Management, Inc. reported 119 positions worth $154.9M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: QQH (12.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQH | SH | $20.0M | 12.93% | 233,887 | — | — | |
| ▸ 2 | LGH | SH | $16.9M | 10.89% | 264,683 | — | — | |
| ▸ 3 | CWB | SH | $13.1M | 8.48% | 121,883 | — | — | |
| ▸ 4 | MINT | SH | $5.5M | 3.58% | 55,032 | — | — | |
| ▸ 5 | BILZ | SH | $5.2M | 3.39% | 51,964 | — | — | |
| ▸ 6 | LLY | SH | $4.2M | 2.73% | 3,521 | — | — | |
| ▸ 7 | MAYW | SH | $4.0M | 2.57% | 114,627 | — | — | |
| ▸ 8 | IVV | SH | $2.9M | 1.89% | 3,910 | — | — | |
| ▸ 9 | HCMT | SH | $2.8M | 1.82% | 67,377 | — | — | |
| ▸ 10 | ZMAY | SH | $2.7M | 1.75% | 104,166 | — | — |
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Frequently Asked Questions
What stocks does Aegis Wealth Management, Inc. hold as of Q2 2026?
Aegis Wealth Management, Inc. reported 119 positions worth $154.9M in its Q2 2026 13F filing. Largest positions: QQH (12.9%), LGH (10.9%), CWB (8.5%), MINT (3.6%) and BILZ (3.4%).
What did Aegis Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Aegis Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.