Fidato Wealth Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$154.0M
Q ending 2026-03-31
Prior quarter
$156.5M
Q ending 2025-12-31
Change
-1.6% QoQ · +17.9% YoY
Positions
15
reported holdings
Largest positions
All 15 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $76.1M | 127K |
| Vanguard Index Fds | VO | Shares | $40.3M | 140K |
| Dimensional Etf Trust | DFAR | Shares | $12.6M | 532K |
| Vanguard Bd Index Fds | BSV | Shares | $11.1M | 141K |
| Ishares Tr | IVV | Shares | $8.0M | 12K |
| Sherwin Williams Co | SHW | Shares | $1.8M | 6K |
| Ishares Tr | AOR | Shares | $725K | 11K |
| Vanguard Index Fds | VNQ | Shares | $703K | 8K |
| Ishares Tr | AOA | Shares | $692K | 8K |
| Amazon Com Inc | AMZN | Shares | $570K | 3K |
| Nextera Energy Inc | NEE | Shares | $376K | 4K |
| Progressive Corp | PGR | Shares | $371K | 2K |
| Microsoft Corp | MSFT | Shares | $242K | 655 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $242K | 505 |
| Apple Inc | AAPL | Shares | $211K | 832 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.