StockDriftsStockDriftsTop 14 Fidato Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 50.4% | 125.6K | $86.2M | -1.44%(-1.84K) | $433.06(+64.57%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 26.26% | 557.8K | $44.9M | -0.57%(-3.18K) | $61.61(+36.88%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 8.31% | 543.7K | $14.2M | +2.11%(+11.22K) | $21.93(+21.28%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 6.77% | 148.7K | $11.6M | +5.18%(+7.33K) | $79.85(-2.79%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.77% | 10.9K | $8.2M | -11.36%(-1.40K) | $451.97(+72.34%) | 2026-06-30 | |
| SHW | SHERWIN WILLIAMS CO | 1.12% | 5.6K | $1.9M | +0.43%(+24) | $321.83(+8.74%) | 2026-06-30 | |
| AOA | ISHARES TR | 0.48% | 8.3K | $813K | +6.52%(+510) | $70.91(+40.80%) | 2026-06-30 | |
| AOR | ISHARES TR | 0.47% | 11.6K | $807K | +3.13%(+353) | $50.95(+37.97%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 0.37% | 2.7K | $640K | -1.90%(-52) | $225.16(+16.60%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 0.36% | 6.5K | $622K | -18.67%(-1.48K) | $107.39(-8.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.83% | +51.42% | — | — | +14.34% |
| Top 20 Holdings Unweighted | +9.40% | +30.93% | — | — | -2.56% |
Fidato Wealth LLC reports $171.12M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are VOO (50.4%), VO (26.3%) and DFAR (8.3%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +51.42% on a three-year cumulative basis. Figures reflect the Q2 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