StockDriftsStockDriftsTop 30 Fidato Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 48.27% | 126.8K | $88.9M | +0.99%(+1.24K) | $435.60(+61.75%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 24% | 563.5K | $44.2M | +1.02%(+5.71K) | $61.79(+29.62%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 6.41% | 154.5K | $11.8M | +3.94%(+5.86K) | $79.75(-4.03%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.49% | 10.8K | $8.3M | -0.85%(-93) | $451.97(+70.37%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.59% | 8.8K | $2.9M | new | $303.82(+12.88%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.41% | 5.1K | $2.6M | +820.91%(+4.51K) | $441.12(+20.95%) | 2026-09-30 | |
| SHW | SHERWIN WILLIAMS CO | 0.84% | 4.8K | $1.5M | -13.76%(-765) | $321.83(+3.04%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 0.61% | 3.2K | $1.1M | new | $190.61(+80.56%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 0.57% | 4.6K | $1.0M | new | $121.33(+78.92%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 0.45% | 3.3K | $821K | +22.80%(+612) | $228.61(+14.80%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.26% | +41.49% | — | — | +13.87% |
| Top 20 Holdings Unweighted | +6.93% | +22.26% | — | — | -2.66% |
Fidato Wealth LLC reports $184.12M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are VOO (48.3%), VO (24.0%) and BSV (6.4%). The top 20 holdings account for 91.24% of reported assets. Its disclosed equity book has returned +41.49% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fidato Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1711360). View Fidato Wealth LLC’s 13F filings on SEC