Fidato Wealth
Latest statistics and disclosures from Fidato Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VO, DFAR, BSV, IVV, and represent 96.14% of Fidato Wealth's stock portfolio.
- Added to shares of these 9 stocks: VOO, VO, DFAR, AMZN, BSV, AOA, AOR, SHW, PGR.
- Started 1 new stock position in AMZN.
- Reduced shares in these 5 stocks: IVV, MAS, BRK.B, VNQ, MSFT.
- Sold out of its position in MAS.
- Fidato Wealth was a net buyer of stock by $3.5M.
- Fidato Wealth has $157M in assets under management (AUM), dropping by 2.90%.
- Central Index Key (CIK): 0001711360
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Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 50.4 | $79M | 126k | 627.13 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 25.7 | $40M | +2% | 139k | 290.22 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 7.7 | $12M | +6% | 523k | 22.90 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.9 | $11M | +5% | 138k | 78.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.5 | $8.6M | -6% | 13k | 684.92 |
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| Sherwin-Williams Company (SHW) | 1.1 | $1.8M | 5.5k | 324.01 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.5 | $745k | 12k | 65.01 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.5 | $728k | +8% | 8.1k | 89.56 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $709k | 8.0k | 88.49 |
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| Amazon (AMZN) | 0.4 | $627k | NEW | 2.7k | 230.82 |
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| Progressive Corporation (PGR) | 0.3 | $399k | 1.8k | 227.78 |
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| Nextera Energy (NEE) | 0.2 | $325k | 4.0k | 80.28 |
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| Microsoft Corporation (MSFT) | 0.2 | $262k | 541.00 | 483.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $252k | -19% | 502.00 | 502.65 |
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| Apple (AAPL) | 0.1 | $221k | 811.00 | 271.92 |
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Past Filings by Fidato Wealth
SEC 13F filings are viewable for Fidato Wealth going back to 2021
- Fidato Wealth 2025 Q4 filed Feb. 13, 2026
- Fidato Wealth 2025 Q3 filed Nov. 5, 2025
- Fidato Wealth 2025 Q2 filed Aug. 12, 2025
- Fidato Wealth 2025 Q1 filed May 13, 2025
- Fidato Wealth 2024 Q4 filed Feb. 14, 2025
- Fidato Wealth 2024 Q3 filed Nov. 5, 2024
- Fidato Wealth 2024 Q1 filed April 18, 2024
- Fidato Wealth 2023 Q4 filed Jan. 9, 2024
- Fidato Wealth 2022 Q4 filed Feb. 10, 2023
- Fidato Wealth 2022 Q3 filed Oct. 24, 2022
- Fidato Wealth 2022 Q2 filed Aug. 2, 2022
- Fidato Wealth 2022 Q1 filed May 10, 2022
- Fidato Wealth 2021 Q4 filed May 4, 2022