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Home > Institutional Investor > Fidelis Wealth Advisors Llc > Profile

Instuitional Investor - Fidelis Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Fidelis Wealth Advisors Llc
Portfolio Value $68,983,800
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 41,120 $28,164,558 40.83%
2.
Invesco Qqq Tr
 27,311 $16,777,689 24.32%
3.
Schwab Strategic Trust
 FNDF 438,784 $12,035,855 17.45%
4.
Sector Spdr Trust
 XLB 30,353 $4,369,944 6.33%
5.
Tidal Trust I
 118,455 $2,932,954 4.25%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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