13F Filings History of Fidelis Wealth Advisors LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$68,983,800
Signature - Title
John Joseph Van Sant - CCO
Location
Castle Rock, CO
Summary
This page shows a list of all the recent 13F filings made by Fidelis Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fidelis Wealth Advisors LLC reported 11 stock holdings with total value $68,983,800 as of Q4 2025. Top holdings included IVV, QQQ, SCHD, XLK, and GRNY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 11 $68,983,800 $0 $0 $0 IVV, QQQ, SCHD, XLK, GRNY 13F-HR 13 Feb 2026, 17:29