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
8/13/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
5/12/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type