Fidato Wealth as of Dec. 31, 2025
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 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 25.7 | $40M | 139k | 290.22 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 7.7 | $12M | 523k | 22.90 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.9 | $11M | 138k | 78.81 | |
| Ishares Tr Core S&p500 Etf (IVV) | 5.5 | $8.6M | 13k | 684.92 | |
| Sherwin-Williams Company (SHW) | 1.1 | $1.8M | 5.5k | 324.01 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.5 | $745k | 12k | 65.01 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.5 | $728k | 8.1k | 89.56 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $709k | 8.0k | 88.49 | |
| Amazon (AMZN) | 0.4 | $627k | 2.7k | 230.82 | |
| Progressive Corporation (PGR) | 0.3 | $399k | 1.8k | 227.78 | |
| Nextera Energy (NEE) | 0.2 | $325k | 4.0k | 80.28 | |
| Microsoft Corporation (MSFT) | 0.2 | $262k | 541.00 | 483.62 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $252k | 502.00 | 502.65 | |
| Apple (AAPL) | 0.1 | $221k | 811.00 | 271.92 |
