Fidato Wealth Llc Portfolio Stock Holdings
Fidato Wealth Llc disclosed 14 stock positions valued at approximately $171.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $171.1M
Holdings by Sector
Fidato Wealth Llc Portfolio Holdings in Q2 2026
14 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 50.40% | 125,575 | -1,841 | -1.44% | $86,245,961 |
| VANGUARD INDEX FDS | VO | Other | 26.26% | 557,784 | +417,544 | +297.74% | $44,940,668 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 8.31% | 543,699 | +11,218 | +2.11% | $14,223,174 |
| VANGUARD BD INDEX FDS | BSV | Other | 6.77% | 148,686 | +7,326 | +5.18% | $11,584,135 |
| ISHARES TR | IVV | Other | 4.77% | 10,890 | -1,396 | -11.36% | $8,155,144 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 1.12% | 5,558 | +24 | +0.43% | $1,913,708 |
| ISHARES TR | AOA | Other | 0.48% | 8,331 | +510 | +6.52% | $813,143 |
| ISHARES TR | AOR | Other | 0.47% | 11,616 | +353 | +3.13% | $807,340 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 2,684 | -52 | -1.90% | $639,705 |
| VANGUARD INDEX FDS | VNQ | Other | 0.36% | 6,450 | -1,481 | -18.67% | $621,947 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.24% | 1,874 | +4 | +0.21% | $409,415 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.20% | 3,971 | -82 | -2.02% | $348,535 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.12% | 664 | +664 | +100.00% | $209,014 |
| MICROSOFT CORP | MSFT | Technology | 0.12% | 550 | -105 | -16.03% | $205,161 |