Institutional
Fidato Wealth LLC
CIK 0001711360
$154.0M
Reported AUM
15
Positions
Q1 2026
Period
2026-05-07
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $670.55 | -1.53% | 18.74% | 73.44% | $76.1M | 49.43% | — | HELD |
| 2 | VO | VANGUARD INDEX FDS | $80.64 | -0.87% | 16.56% | 41.14% | $40.3M | 26.15% | — | HELD |
| 3 | DFAR | DIMENSIONAL ETF TRUST | $27.32 | -0.15% | 22.15% | 12.97% | $12.6M | 8.18% | — | HELD |
| 4 | BSV | VANGUARD BD INDEX FDS | $77.62 | 0.05% | 2.36% | 8.39% | $11.1M | 7.20% | — | HELD |
| 5 | IVV | ISHARES TR | $733.37 | -1.46% | 20.42% | 75.78% | $8.0M | 5.21% | — | HELD |
| 6 | SHW | SHERWIN WILLIAMS CO | $344.07 | -2.88% | 4.13% | 21.80% | $1.8M | 1.15% | — | HELD |
| 7 | AOR | ISHARES TR | $67.60 | -0.92% | 14.33% | 34.68% | $725K | 0.47% | — | HELD |
| 8 | VNQ | VANGUARD INDEX FDS | $100.66 | -0.29% | 17.93% | 12.67% | $703K | 0.46% | — | HELD |
| 9 | AOA | ISHARES TR | $95.03 | -0.99% | 18.64% | 48.20% | $692K | 0.45% | — | HELD |
| 10 | AMZN | AMAZON COM INC | $226.46 | -1.91% | 7.50% | 33.03% | $570K | 0.37% | — | HELD |
| 11 | NEE | NEXTERA ENERGY INC | $88.50 | -0.87% | 30.49% | 20.68% | $376K | 0.24% | — | HELD |
| 12 | PGR | PROGRESSIVE CORP | $220.00 | 0.22% | -2.82% | 155.24% | $371K | 0.24% | — | HELD |
| 13 | MSFT | MICROSOFT CORP | $390.50 | -0.72% | -24.89% | 34.54% | $242K | 0.16% | — | HELD |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $242K | 0.16% | — | HELD |
| 15 | AAPL | APPLE INC | $338.10 | -0.58% | 67.77% | 128.17% | $211K | 0.14% | — | HELD |
Source: SEC EDGAR · accession 0001711360-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.