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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.

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Shares
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Δ
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