Fidelis Wealth Advisors LLC
Q2 2026 13F Holdings
Location
Castle Rock, CO
Holdings as of
6/30/2026
Value ($000)
$66,775
Num holdings
26
Date filed
8/12/2026
Form type
13F-HR
Prev filing
5/12/2026
Next filing
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q2 2026 to
2026 Q2 - RESTATEMENT
2026 Q1
2025 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type