Fidato Wealth LLC 13F Holdings · Q2 2026
Fidato Wealth LLC reported 14 securities worth $171.12M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (50.40%), VO (26.26%), DFAR (8.31%). Among its top 25 positions this quarter: 1 new, 7 added, 6 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $86.2M | 50.40% | 125,575 | Trimmed |
| 2 | VO | VANGUARD INDEX FDS | $44.9M | 26.26% | 557,784 | Added |
| 3 | DFAR | DIMENSIONAL ETF TRUST | $14.2M | 8.31% | 543,699 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $11.6M | 6.77% | 148,686 | Added |
| 5 | IVV | ISHARES TR | $8.2M | 4.77% | 10,890 | Trimmed |
| 6 | SHW | SHERWIN WILLIAMS CO | $1.9M | 1.12% | 5,558 | Added |
| 7 | AOA | ISHARES TR | $813,143 | 0.48% | 8,331 | Added |
| 8 | AOR | ISHARES TR | $807,340 | 0.47% | 11,616 | Added |
| 9 | AMZN | AMAZON COM INC | $639,705 | 0.37% | 2,684 | Trimmed |
| 10 | VNQ | VANGUARD INDEX FDS | $621,947 | 0.36% | 6,450 | Trimmed |
| 11 | PGR | PROGRESSIVE CORP | $409,415 | 0.24% | 1,874 | Added |
| 12 | NEE | NEXTERA ENERGY INC | $348,535 | 0.20% | 3,971 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $205,161 | 0.12% | 550 | Trimmed |
| 14 | NSC | NORFOLK SOUTHN CORP | $209,014 | 0.12% | 664 | New |
| 15 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR