Fidato Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Fidato Wealth LLC held in its portfolio 15 assets valued at $156,543,352 (i.e. $156.54M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($78.91M), VANGUARD INDEX FDS ($40.18M), and DIMENSIONAL ETF TRUST ($11.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Fidato Wealth LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 125821 | 78905993 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 138455 | 40182550 | MID CAP ETF |
| DIMENSIONAL ETF TRUST | 523417 | 11986869 | US REAL ESTATE E |
| VANGUARD BD INDEX FDS | 137686 | 10851022 | SHORT TRM BOND |
| ISHARES TR | 12509 | 8567661 | CORE S&P500 ETF |
| SHERWIN WILLIAMS CO | 5500 | 1782039 | COM |
| ISHARES TR | 11453 | 744570 | CORE 60/40 BALAN |
| ISHARES TR | 8125 | 727713 | CORE 80/20 AGGRE |
| VANGUARD INDEX FDS | 8010 | 708800 | REAL ESTATE ETF |
| AMAZON COM INC | 2718 | 627369 | COM |
| PROGRESSIVE CORP | 1753 | 399295 | COM |
| NEXTERA ENERGY INC | 4048 | 324973 | COM |
| MICROSOFT CORP | 541 | 261638 | COM |
| BERKSHIRE HATHAWAY INC DEL | 502 | 252330 | CL B NEW |
| APPLE INC | 811 | 220530 | COM |
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