Fidato Wealth as of Sept. 30, 2025
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 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 26.0 | $40M | 135k | 293.74 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 7.7 | $12M | 491k | 23.85 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.7 | $10M | 130k | 78.91 | |
| Ishares Tr Core S&p500 Etf (IVV) | 5.9 | $8.9M | 13k | 669.31 | |
| Sherwin-Williams Company (SHW) | 1.2 | $1.9M | 5.5k | 346.28 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $744k | 8.1k | 91.42 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.5 | $728k | 11k | 64.38 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.4 | $658k | 7.5k | 88.14 | |
| Progressive Corporation (PGR) | 0.3 | $431k | 1.7k | 246.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $315k | 627.00 | 502.74 | |
| Nextera Energy (NEE) | 0.2 | $306k | 4.0k | 75.49 | |
| Masco Corporation (MAS) | 0.2 | $301k | 4.3k | 70.39 | |
| Microsoft Corporation (MSFT) | 0.2 | $283k | 546.00 | 517.95 | |
| Apple (AAPL) | 0.1 | $207k | 811.00 | 254.64 |
