Fidelis Wealth Advisors LLC
Fidelis Wealth Advisors LLC reported 26 positions worth $66.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IVV (36.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $24.1M | 36.09% | 32,248 | — | — | |
| ▸ 2 | SCHD | SH | $10.6M | 15.87% | 334,109 | — | — | |
| ▸ 3 | QQQ | SH | $10.3M | 15.46% | 14,016 | — | — | |
| ▸ 4 | QQQM | SH | $4.4M | 6.62% | 14,590 | — | — | |
| ▸ 5 | XLK | SH | $3.4M | 5.12% | 17,938 | — | — | |
| ▸ 6 | FLTB | SH | $2.5M | 3.75% | 49,910 | — | — | |
| ▸ 7 | GRNY | SH | $1.3M | 1.97% | 47,551 | — | — | |
| ▸ 8 | SMMD | SH | $1.3M | 1.94% | 14,122 | — | — | |
| ▸ 9 | SPY | SH | $905.7K | 1.36% | 1,213 | — | — | |
| ▸ 10 | VUG | SH | $867.6K | 1.30% | 1,802 | — | — |
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Frequently Asked Questions
What stocks does Fidelis Wealth Advisors LLC hold as of Q2 2026?
Fidelis Wealth Advisors LLC reported 26 positions worth $66.8M in its Q2 2026 13F filing. Largest positions: IVV (36.1%), SCHD (15.9%), QQQ (15.5%), QQQM (6.6%) and XLK (5.1%).
What did Fidelis Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fidelis Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.