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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 $66,775,055
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,248 $24,099,286 36.09%
2.
Schwab Strategic Trust
 SCHD 334,109 $10,594,603 15.87%
3.
Invesco Qqq Tr
 14,016 $10,321,672 15.46%
4.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 14,590 $4,420,402 6.62%
5.
Sector Spdr Trust
 XLE 17,938 $3,417,462 5.12%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.