Fidato Wealth as of June 30, 2026
Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 14 positions in its portfolio as reported in the June 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) | 50.4 | $86M | 126k | 686.81 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 26.3 | $45M | 558k | 80.57 | |
| Dimensional Etf Trust Us Real Esta Etf (DFAR) | 8.3 | $14M | 544k | 26.16 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.8 | $12M | 149k | 77.91 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $8.2M | 11k | 748.87 | |
| Sherwin-Williams Company (SHW) | 1.1 | $1.9M | 5.6k | 344.32 | |
| Ishares Tr Core 80 20 Etf (AOA) | 0.5 | $813k | 8.3k | 97.60 | |
| Ishares Tr Core 60 Bala Etf (AOR) | 0.5 | $807k | 12k | 69.50 | |
| Amazon (AMZN) | 0.4 | $640k | 2.7k | 238.34 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $622k | 6.5k | 96.43 | |
| Progressive Corporation (PGR) | 0.2 | $409k | 1.9k | 218.47 | |
| Nextera Energy (NEE) | 0.2 | $349k | 4.0k | 87.77 | |
| Norfolk Southern (NSC) | 0.1 | $209k | 664.00 | 314.78 | |
| Microsoft Corporation (MSFT) | 0.1 | $205k | 550.00 | 373.02 |
