Fidelis Wealth Advisors LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Castle Rock, CO
CIK
0002010051
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
11
68,660
IVV, QQQ, SCHD, XLK
13F-HR
5/12/2026
000142050626000939
Q4 2025
11
68,983
IVV, QQQ, SCHD, XLK
13F-HR
2/13/2026
000142050626000429