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 96.16% of Fidato Wealth's stock portfolio.
- Added to shares of these 10 stocks: VOO, VO, BSV, DFAR, MSFT, PGR, SHW, AAPL, AMZN, BRK.B.
- Reduced shares in these 4 stocks: IVV, AOA, AOR, VNQ.
- Fidato Wealth was a net buyer of stock by $1.9M.
- Fidato Wealth has $154M in assets under management (AUM), dropping by -1.61%.
- 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 March 2026 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) | 49.4 | $76M | 127k | 597.55 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 26.1 | $40M | 140k | 287.18 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 8.2 | $13M | 533k | 23.65 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.2 | $11M | +2% | 141k | 78.41 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.2 | $8.0M | 12k | 653.19 |
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| Sherwin-Williams Company (SHW) | 1.2 | $1.8M | 5.5k | 320.52 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.5 | $725k | 11k | 64.35 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $704k | 7.9k | 88.70 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.4 | $692k | -3% | 7.8k | 88.49 |
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| Amazon (AMZN) | 0.4 | $570k | 2.7k | 208.27 |
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| Nextera Energy (NEE) | 0.2 | $376k | 4.1k | 92.88 |
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| Progressive Corporation (PGR) | 0.2 | $371k | +6% | 1.9k | 198.23 |
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| Microsoft Corporation (MSFT) | 0.2 | $243k | +21% | 655.00 | 370.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $242k | 505.00 | 479.20 |
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| Apple (AAPL) | 0.1 | $211k | +2% | 832.00 | 253.90 |
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Past Filings by Fidato Wealth
SEC 13F filings are viewable for Fidato Wealth going back to 2021
- Fidato Wealth 2026 Q1 filed May 7, 2026
- 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