Managed by Fidelis Wealth Advisors Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | G GRWG — | $2.9M | 118.5K | 0.00% | — |
| 6 | G GLD — | $1.8M | 4.4K | 0.00% | — |
| 7 | V VYLD — | $830K | 14.5K | 0.00% | — |
| 8 | D DIS — | $630K | 5.5K | 0.00% | — |
| 9 | S SPY — | $629K | 923 | 0.00% | — |
| 10 | I IAU — | $584K | 8.4K | 0.00% | — |
| 11 | A AAPL — | $273K | 1.0K | 0.00% | — |