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Fidelis Wealth Advisors LLC
ETF
Concentrated trader
CIK: 0002010051 | CASTLE ROCK, CO
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
Amended
13F-HR/A
26
$66.8M
2026-08-12
SEC ↗
Q1 2026
13F-HR
11
$68.7M
2026-05-12
SEC ↗
Q4 2025
13F-HR
11
$69.0M
2026-02-13
SEC ↗