Fidelis Wealth Advisors LLC

All 13F Filings

Location
Castle Rock, CO
CIK
0002010051
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000142050626000939 Q1 2026 11 68,660,356 13F-HR 5/12/2026 Fidelis Wealth Advisors LLC