Fidelis Wealth Advisors LLC - Q12026 Holdings

Fidelis Wealth Advisors LLC holds 11 stocks with a total portfolio value of $ 68.66M as of Q12026. In Q12026, Fidelis Wealth Advisors LLC added 0 new positions, increased stakes in 8 stocks, reduced 2 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 39.73% of the total portfolio.