Holdings
Fidelis Wealth Advisors LLC
As of Jun 30, 2026, Fidelis Wealth Advisors LLC reported 4 positions worth US$1.75M. Largest: Berkshire Hathaway Inc., Walt Disney Company (the) and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 980 | US$491K | new | Jun 30, 2026 |
| Walt Disney Company (the) | 4,930 | US$475K | +13 | Jun 30, 2026 |
| Apple Inc | 1,581 | US$457K | +122 | Jun 30, 2026 |
| International Business Machines Corporation | 1,151 | US$325K | new | Jun 30, 2026 |