FIDELIS iM, LLC - Portfolio Stock Holdings
FIDELIS iM, LLC disclosed 27 stock positions in a recent SEC 13F filing. $293,197,156 of stock holdings were filed, with the largest holdings including SCHX, VIG, and VCSH. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $306,143,151 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
27Est. Stock Holding Value:
$293,197,156Top Stock Holdings By Sector
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Portfolio Stock Holdings - FIDELIS iM, LLC
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