Fidelis Wealth Advisors LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location castle rock, COCIK 0002010051All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
11 | $68.98M | IVV, NDQ, SCHD, XLK | 13F-HR | Feb 13, 2026 | 000142050626000429 |