Fidato Wealth LLC Top Holdings and 13F Report (2026) About Fidato Wealth LLCInvestment ActivityFidato Wealth LLC has $154.02 million in total holdings as of March 31, 2026.Fidato Wealth LLC owns shares of 15 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 1.33% of the portfolio was purchased this quarter.About 0.12% of the portfolio was sold this quarter.This quarter, Fidato Wealth LLC has purchased 15 new stocks and bought additional shares in 11 stocks.Fidato Wealth LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $76,137,614Vanguard Mid-Cap ETF $40,274,212Dimensional US Real Estate ETF $12,593,179Vanguard Short-Term Bond ETF $11,084,060iShares Core S&P 500 ETF $8,025,144 Largest Purchases this Quarter Vanguard S&P 500 ETF 1,595 shares (about $953.09K)Vanguard Mid-Cap ETF 1,785 shares (about $512.62K)Vanguard Short-Term Bond ETF 3,674 shares (about $288.08K)Dimensional US Real Estate ETF 9,064 shares (about $214.36K)Microsoft 114 shares (about $42.20K) Largest Sales this Quarter iShares Core S&P 500 ETF 223 shares (about $145.66K)iShares Core 80/20 Aggressive Allocation ETF 304 shares (about $26.90K)iShares Core 60/40 Balanced Allocation ETF 190 shares (about $12.23K)Vanguard Real Estate ETF 79 shares (about $7.01K) 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$76,137,614$953,095 â–²1.3%127,41649.4%ETFVOVanguard Mid-Cap ETF$40,274,212$512,617 â–²1.3%140,24026.1%ETFDFARDimensional US Real Estate ETF$12,593,179$214,364 â–²1.7%532,4818.2%ETFBSVVanguard Short-Term Bond ETF$11,084,060$288,079 â–²2.7%141,3607.2%ETFIVViShares Core S&P 500 ETF$8,025,144$145,662 â–¼-1.8%12,2865.2%ETFSHWSherwin-Williams$1,773,785$10,898 â–²0.6%5,5341.2%Basic MaterialsAORiShares Core 60/40 Balanced Allocation ETF$724,806$12,227 â–¼-1.7%11,2630.5%ETFVNQVanguard Real Estate ETF$703,460$7,007 â–¼-1.0%7,9310.5%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$692,118$26,902 â–¼-3.7%7,8210.4%ETFAMZNAmazon.com$569,827$3,749 â–²0.7%2,7360.4%Retail/WholesaleNEENextEra Energy$376,443$464 â–²0.1%4,0530.2%UtilitiesPGRProgressive$370,689$23,193 â–²6.7%1,8700.2%FinanceMSFTMicrosoft$242,461$42,199 â–²21.1%6550.2%Computer and TechnologyBRK.BBerkshire Hathaway$241,996$1,438 â–²0.6%5050.2%FinanceAAPLApple$211,242$5,332 â–²2.6%8320.1%Computer and 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 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. 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.
