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Fidato Wealth LLC 13F holdings

Filed 2026-08-03 · Fidato Wealth LLC · 14 positions · $171.1M

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS125.6K$86.2M50.4%
VOVANGUARD INDEX FDS557.8K$44.9M26.3%
DFARDIMENSIONAL ETF TRUST543.7K$14.2M8.3%
BSVVANGUARD BD INDEX FDS148.7K$11.6M6.8%
IVVISHARES TR10.9K$8.2M4.8%
SHWSHERWIN WILLIAMS CO5.6K$1.9M1.1%
AOAISHARES TR8.3K$813,1430.5%
AORISHARES TR11.6K$807,3400.5%
AMZNAMAZON COM INC2.7K$639,7050.4%
VNQVANGUARD INDEX FDS6.5K$621,9470.4%
PGRPROGRESSIVE CORP1.9K$409,4150.2%
NEENEXTERA ENERGY INC4.0K$348,5350.2%
NSCNORFOLK SOUTHN CORP664$209,0140.1%
MSFTMICROSOFT CORP550$205,1610.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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