Fidelis Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
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
Q4 2025 11 68,983 IVV, QQQ, SCHD, XLK 13F-HR 2/13/2026 000142050626000429