§ 13F · FUND PROFILE
Fidato Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152M (13F)Positions · 15Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 127K | $76M | 49.4% | +1% |
| 2 | VO | VANGUARD INDEX FDS | 140K | $40M | 26.1% | +1% |
| 3 | DFAR | DIMENSIONAL ETF TRUST | 532K | $13M | 8.2% | +2% |
| 4 | BSV | VANGUARD BD INDEX FDS | 141K | $11M | 7.2% | +3% |
| 5 | IVV | ISHARES TR | 12K | $8M | 5.2% | −2% |
| 6 | SHW | SHERWIN WILLIAMS CO | 6K | $2M | 1.2% | +1% |
| 7 | AOR | ISHARES TR | 11K | $725K | 0.5% | −2% |
| 8 | VNQ | VANGUARD INDEX FDS | 8K | $703K | 0.5% | −1% |
| 9 | AOA | ISHARES TR | 8K | $692K | 0.4% | −4% |
| 10 | AMZN | AMAZON COM INC | 3K | $570K | 0.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDATO SIGNAL
AC read
Fidato Wealth LLC is a Other fund managing $152 million in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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