Fidato Wealth LLC Top Holdings and 13F Report (2026) About Fidato Wealth LLCInvestment ActivityFidato Wealth LLC has $171.12 million in total holdings as of March 31, 2026.Fidato Wealth LLC owns shares of 14 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 20.34% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Fidato Wealth LLC has purchased 15 new stocks and bought additional shares in 7 stocks.Fidato Wealth LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $86,245,961Vanguard Mid-Cap ETF $44,940,668Dimensional US Real Estate ETF $14,223,174Vanguard Short-Term Bond ETF $11,584,135iShares Core S&P 500 ETF $8,155,144 Largest New Holdings this Quarter 655844108 - Norfolk Southern $209,014 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 417,544 shares (about $33.64M)Vanguard Short-Term Bond ETF 7,326 shares (about $570.77K)Dimensional US Real Estate ETF 11,218 shares (about $293.46K)Norfolk Southern 664 shares (about $209.01K)iShares Core 80/20 Aggressive Allocation ETF 510 shares (about $49.78K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,841 shares (about $1.26M)iShares Core S&P 500 ETF 1,396 shares (about $1.05M)Vanguard Real Estate ETF 1,481 shares (about $142.81K)Microsoft 105 shares (about $39.17K)Amazon.com 52 shares (about $12.39K) 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$86,245,961$1,264,414 â–¼-1.4%125,57550.4%ETFVOVanguard Mid-Cap ETF$44,940,668$33,641,528 â–²297.7%557,78426.3%ETFDFARDimensional US Real Estate ETF$14,223,174$293,463 â–²2.1%543,6998.3%ETFBSVVanguard Short-Term Bond ETF$11,584,135$570,769 â–²5.2%148,6866.8%ETFIVViShares Core S&P 500 ETF$8,155,144$1,045,416 â–¼-11.4%10,8904.8%ETFSHWSherwin-Williams$1,913,708$8,264 â–²0.4%5,5581.1%MaterialsAOAiShares Core 80/20 Aggressive Allocation ETF$813,143$49,778 â–²6.5%8,3310.5%ETFAORiShares Core 60/40 Balanced Allocation ETF$807,340$24,534 â–²3.1%11,6160.5%ETFAMZNAmazon.com$639,705$12,394 â–¼-1.9%2,6840.4%Consumer DiscretionaryVNQVanguard Real Estate ETF$621,947$142,807 â–¼-18.7%6,4500.4%ETFPGRProgressive$409,415$874 â–²0.2%1,8740.2%FinanceNEENextEra Energy$348,535$7,197 â–¼-2.0%3,9710.2%UtilitiesNSCNorfolk Southern$209,014$209,014 â–²New Holding6640.1%IndustrialsMSFTMicrosoft$205,161$39,167 â–¼-16.0%5500.1%TechnologyBRK.BBerkshire Hathaway$0$241,996 â–¼-100.0%00.0%FinanceAAPLApple$0$211,242 â–¼-100.0%00.0%TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
