§ 13F · FUND PROFILE
Fidato Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $139.9T (13F)Positions · 11Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$627.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 126K | $78.9T | 50.4% | +2% |
| 2 | VO | VANGUARD INDEX FDS | 138K | $40.2T | 25.7% | +3% |
| 3 | DFAR | DIMENSIONAL ETF TRUST | 523K | $12.0T | 7.7% | +7% |
| 4 | BSV | VANGUARD BD INDEX FDS | 138K | $10.9T | 6.9% | +6% |
| 5 | IVV | ISHARES TR | 13K | $8.6T | 5.5% | −6% |
| 6 | SHW | SHERWIN WILLIAMS CO | 6K | $1.8T | 1.1% | ±0% |
| 7 | AOR | ISHARES TR | 11K | $744.6B | 0.5% | +1% |
| 8 | AOA | ISHARES TR | 8K | $727.7B | 0.5% | +9% |
| 9 | VNQ | VANGUARD INDEX FDS | 8K | $708.8B | 0.5% | −2% |
| 10 | AMZN | AMAZON COM INC | 3K | $627.4B | 0.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDATO SIGNAL
AC read
Fidato Wealth LLC is a Other fund managing $139944.6 trillion in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed