Fidato Wealth Llc Q2 2026 Portfolio Activity: Key Purchases and Sales
Fidato Wealth Llc's portfolio value reached $171.1 million as of June 30, 2026. The firm increased its holdings in Vanguard funds (VOO/VO) while adding individual stock positions like SHW and NSC.
By Insiderset.Aug 5, 2026, 1:44 PM
Fidato Wealth Llc's portfolio value reached $171.1 million as of June 30, 2026. The firm increased its holdings in Vanguard funds (VOO/VO) while adding individual stock positions like SHW and NSC.