Fidelis Wealth Advisors LLC - Q42025 Holdings
Fidelis Wealth Advisors LLC holds 11 stocks with a total portfolio value of $ 68.98M as of Q42025. In Q42025, Fidelis Wealth Advisors LLC added 11 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 40.83% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options