Long-term investor
Aegis Wealth Management LLC @aegiswealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001628818).
Record
- Tracked since 2025-06-30 (479 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.6% · 1 year +5.1% · all +5.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.6% · long · since 2025-06-30
- 464288679 · 4.8% · long · since 2025-06-30
- 25434V500 · 4.1% · long · since 2025-06-30
- 25434V203 · 4.0% · long · since 2025-06-30
- 464287150 · 3.6% · long · since 2025-06-30
- 25434V724 · 3.4% · long · since 2025-06-30
- 25434V104 · 3.4% · long · since 2025-06-30
- 78462F103 · 3.3% · long · since 2025-06-30
- 25434V302 · 2.3% · long · since 2025-06-30
- 25434V708 · 2.2% · long · since 2025-06-30
- 922908769 · 2.2% · long · since 2025-06-30
- 92206C102 · 2.1% · long · since 2025-06-30