account_balance

Investment manager · 13F filer · SEC CIK 1711360

Fidato Wealth LLC

Reported value$184Mas of Sep 30, 2026
Positions31 17 new, 0 sold out
Top 10 weight95.6%VOO alone is 48%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 48.3% Held
VO Vanguard Index FDS 24.0% Held
DFAR Dfa Invt Dimensions Group In 7.4% Added +3%
BSV Vanguard Bd Index FDS 6.4% Added +4%
IVV iShares Tr 4.5% Held
AAPL Apple Inc. 1.6% NewMSFT Microsoft Corp 1.4% Added +821%SHW Sherwin Williams Co 0.8% Trimmed −14%GOOGL Alphabet Inc. 0.6% NewNVDA NVIDIA Corp 0.6% NewAMZN Amazon.com Inc 0.4% Added +23%
AOA iShares Tr 0.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • SHW −14%
  • VNQ −3%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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