Fidato Wealth LLC
CIK: 0001711360SEC EDGAR →
Portfolio Value
$156.5M
Holdings
15
As of
Q4 2025
New Positions
15
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 125,821 | $78.9M | 50.40% |
| 2 | VANGUARD INDEX FDS | 138,455 | $40.2M | 25.67% |
| 3 | DIMENSIONAL ETF TRUST | 523,417 | $12.0M | 7.66% |
| 4 | VANGUARD BD INDEX FDS | 137,686 | $10.9M | 6.93% |
| 5 | ISHARES TR | 12,509 | $8.6M | 5.47% |
| 6 | SHERWIN WILLIAMS CO | 5,500 | $1.8M | 1.14% |
| 7 | ISHARES TR | 11,453 | $744K | 0.48% |
| 8 | ISHARES TR | 8,125 | $727K | 0.46% |
| 9 | VANGUARD INDEX FDS | 8,010 | $708K | 0.45% |
| 10 | AMAZON COM INC | 2,718 | $627K | 0.40% |
Quarterly Changes
New Positions (15)
$78.9M · 126K shares
$40.2M · 138K shares
$12.0M · 523K shares
$10.9M · 138K shares
$8.6M · 13K shares
$1.8M · 6K shares
$744K · 11K shares
$727K · 8K shares
$708K · 8K shares
$627K · 3K shares
$399K · 2K shares
$324K · 4K shares
$261K · 541 shares
$252K · 502 shares
$220K · 811 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 9 | $153.1M | 97.8% |
| Basic Materials | 1 | $1.8M | 1.1% |
| Consumer Cyclical | 1 | $627K | 0.4% |
| Technology | 2 | $481K | 0.3% |
| Utilities | 1 | $324K | 0.2% |
| Unknown | 1 | $252K | 0.2% |