Fidato Wealth LLC Top Holdings and 13F Report (2025) About Fidato Wealth LLCInvestment ActivityFidato Wealth LLC has $130.68 million in total holdings as of March 31, 2025.Fidato Wealth LLC owns shares of 24 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.15% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Fidato Wealth LLC has purchased 25 new stocks and bought additional shares in 10 stocks.Fidato Wealth LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $59,013,408Vanguard Mid-Cap ETF $32,371,893Dimensional US Real Estate ETF $10,207,048Vanguard Short-Term Bond ETF $9,294,225iShares Core S&P 500 ETF $7,748,247 Largest New Holdings this Quarter 67066G104 - NVIDIA $497,313 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,583 shares (about $1.33M)Vanguard Mid-Cap ETF 2,072 shares (about $535.86K)NVIDIA 4,589 shares (about $497.31K)Dimensional US Real Estate ETF 11,511 shares (about $273.62K)Vanguard Short-Term Bond ETF 1,557 shares (about $121.88K) Largest Sales this Quarter Sherwin-Williams 1,383 shares (about $482.90K)Apple 1,703 shares (about $378.29K)iShares Core S&P 500 ETF 346 shares (about $194.42K)iShares Core 60/40 Balanced Allocation ETF 763 shares (about $43.93K)Berkshire Hathaway 66 shares (about $35.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFidato Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$59,013,408$1,327,432 ▲2.3%114,83245.2%ETFVOVanguard Mid-Cap ETF$32,371,893$535,859 ▲1.7%125,17224.8%ETFDFARDimensional US Real Estate ETF$10,207,048$273,616 ▲2.8%429,4097.8%ETFBSVVanguard Short-Term Bond ETF$9,294,225$121,881 ▲1.3%118,7317.1%ETFIVViShares Core S&P 500 ETF$7,748,247$194,423 ▼-2.4%13,7895.9%ETFAAPLApple$2,108,467$378,289 ▼-15.2%9,4921.6%Computer and TechnologySHWSherwin-Williams$1,949,072$482,903 ▼-19.9%5,5821.5%Basic MaterialsMSFTMicrosoft$1,736,179$5,631 ▲0.3%4,6251.3%Computer and TechnologyVNQVanguard Real Estate ETF$743,190$5,976 ▼-0.8%8,2080.6%ETFAORiShares Core 60/40 Balanced Allocation ETF$720,450$43,927 ▼-5.7%12,5140.6%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$621,462$18,283 ▲3.0%8,1240.5%ETFBRK.BBerkshire Hathaway$548,025$35,150 ▼-6.0%1,0290.4%FinanceNVDANVIDIA$497,313$497,313 ▲New Holding4,5890.4%Computer and TechnologyGOOGLAlphabet$462,838$14,382 ▲3.2%2,9930.4%Computer and TechnologyIBMInternational Business Machines$453,536$10,443 ▲2.4%1,8240.3%Computer and TechnologyMASMasco$297,0750.0%4,2720.2%ConstructionITWIllinois Tool Works$290,9160.0%1,1730.2%IndustrialsJPMJPMorgan Chase & Co.$281,8500.0%1,1490.2%FinanceNOCNorthrop Grumman$240,133$2,560 ▼-1.1%4690.2%AerospaceLMTLockheed Martin$231,396$8,041 ▼-3.4%5180.2%AerospaceLLYEli Lilly and Company$227,951$9,085 ▲4.2%2760.2%MedicalREGNRegeneron Pharmaceuticals$223,249$1,268 ▲0.6%3520.2%MedicalNSCNorfolk Southern$212,075$10,426 ▼-4.7%8950.2%TransportationTSLATesla$202,145$19,437 ▼-8.8%7800.2%Auto/Tires/TrucksSBUXStarbucks$0$237,250 ▼-100.0%00.0%Retail/WholesaleGDGeneral Dynamics$0$10,389 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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