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Fidelis Wealth Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    castle rock, CO
  • CIK
    0002010051
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

11

$68.66M
IVV, NDQ, SCHD, XLK
13F-HR
May 12, 2026
000142050626000939

11

$68.98M
IVV, NDQ, SCHD, XLK
13F-HR
Feb 13, 2026
000142050626000429
Fidelis Wealth Advisors Llc 13F Filings