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: VO, VOO, DFAR, BSV, BRK.B, NEE, MSFT, AAPL, PGR.
- Started 4 new stock positions in AAPL, MSFT, NEE, BRK.B.
- Reduced shares in these 5 stocks: IVV, AOA, AOR, SHW, VNQ.
- Fidato Wealth was a net buyer of stock by $4.0M.
- Fidato Wealth has $152M in assets under management (AUM), dropping by 8.71%.
- 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 September 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) | 49.8 | $76M | 124k | 612.38 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 26.0 | $40M | +2% | 135k | 293.74 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 7.7 | $12M | +6% | 491k | 23.85 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.7 | $10M | +5% | 130k | 78.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.9 | $8.9M | 13k | 669.31 |
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| Sherwin-Williams Company (SHW) | 1.2 | $1.9M | -2% | 5.5k | 346.28 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $744k | 8.1k | 91.42 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.5 | $728k | -8% | 11k | 64.38 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.4 | $658k | -11% | 7.5k | 88.14 |
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| Progressive Corporation (PGR) | 0.3 | $431k | 1.7k | 246.98 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $315k | NEW | 627.00 | 502.74 |
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| Nextera Energy (NEE) | 0.2 | $306k | NEW | 4.0k | 75.49 |
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| Masco Corporation (MAS) | 0.2 | $301k | 4.3k | 70.39 |
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| Microsoft Corporation (MSFT) | 0.2 | $283k | NEW | 546.00 | 517.95 |
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| Apple (AAPL) | 0.1 | $207k | NEW | 811.00 | 254.64 |
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Past Filings by Fidato Wealth
SEC 13F filings are viewable for Fidato Wealth going back to 2021
- 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