Holdings
Aegis Wealth Management LLC
As of Jun 30, 2026, Aegis Wealth Management LLC reported 81 positions worth US$48.4M. Largest: Dyne Therapeutics, Inc., Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dyne Therapeutics, Inc. | 150K | US$3.33M | +15,000 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 5,634 | US$2.82M | +1,138 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,068 | US$2.53M | new | Jun 30, 2026 |
| Apple Inc | 8,402 | US$2.43M | −207 | Jun 30, 2026 |
| Nvidia Corporation | 9,337 | US$1.87M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 7,697 | US$1.83M | new | Jun 30, 2026 |
| Asml Holding Nv | 675 | US$1.34M | +12 | Jun 30, 2026 |
| Freeport-mcmoran, Inc. | 21,220 | US$1.33M | −21 | Jun 30, 2026 |
| Microsoft Corp. | 3,422 | US$1.28M | new | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,605 | US$1.18M | new | Jun 30, 2026 |