Fidelis Wealth Advisors LLC reported 26 holdings worth US$66.8M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 13, 2026
Fidelis Wealth Advisors LLC reported 26 holdings worth US$66.8M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Walt Disney Company (the) and Apple Inc. Filed Aug 13, 2026 (Form 13F/A).
- Holdings
- 26
- Value as reported
- US$66.8M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 980 | US$491K | 0.73% |
| Walt Disney Company (the) | 4,930 | US$475K | 0.71% |
| Apple Inc | 1,581 | US$457K | 0.69% |
| International Business Machines Corporation | 1,151 | US$325K | 0.49% |