Fidelis Wealth Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationcastle rock, CO
- CIK0002010051
- All 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 |