Fidato Wealth as of March 31, 2026
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 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 26.1 | $40M | 140k | 287.18 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 8.2 | $13M | 533k | 23.65 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.2 | $11M | 141k | 78.41 | |
| Ishares Tr Core S&p500 Etf (IVV) | 5.2 | $8.0M | 12k | 653.19 | |
| Sherwin-Williams Company (SHW) | 1.2 | $1.8M | 5.5k | 320.52 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.5 | $725k | 11k | 64.35 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $704k | 7.9k | 88.70 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.4 | $692k | 7.8k | 88.49 | |
| Amazon (AMZN) | 0.4 | $570k | 2.7k | 208.27 | |
| Nextera Energy (NEE) | 0.2 | $376k | 4.1k | 92.88 | |
| Progressive Corporation (PGR) | 0.2 | $371k | 1.9k | 198.23 | |
| Microsoft Corporation (MSFT) | 0.2 | $243k | 655.00 | 370.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $242k | 505.00 | 479.20 | |
| Apple (AAPL) | 0.1 | $211k | 832.00 | 253.90 |
