Fidelis Wealth Advisors LLC - Portfolio overview

Fidelis Wealth Advisors LLC has 11 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 39.73%
2. QQQ - INVESCO QQQ TR, 23.29%
3. SCHD - SCHWAB STRATEGIC TR, 19.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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