13F HOLDINGS REPORT
Fidato Wealth LLC
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001711360-25-000007
Total Value
$152.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 123,797 | $75.8M | 49.83% |
| 2 | VANGUARD INDEX FDS | 922908629 | 134,751 | $39.6M | 26.02% |
| 3 | DIMENSIONAL ETF TRUST | 25434V823 | 490,659 | $11.7M | 7.69% |
| 4 | VANGUARD BD INDEX FDS | 921937827 | 129,965 | $10.3M | 6.74% |
| 5 | ISHARES TR | 464287200 | 13,323 | $8.9M | 5.86% |
| 6 | SHERWIN WILLIAMS CO | SHW | 5,481 | $1.9M | 1.25% |
| 7 | VANGUARD INDEX FDS | 922908553 | 8,140 | $744,188 | 0.49% |
| 8 | ISHARES TR | 464289867 | 11,307 | $727,939 | 0.48% |
| 9 | ISHARES TR | 464289859 | 7,462 | $657,702 | 0.43% |
| 10 | PROGRESSIVE CORP | 743315103 | 1,744 | $430,733 | 0.28% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 627 | $315,218 | 0.21% |
| 12 | NEXTERA ENERGY INC | NEE-PW | 4,048 | $305,584 | 0.20% |
| 13 | MASCO CORP | MAS | 4,272 | $300,706 | 0.20% |
| 14 | MICROSOFT CORP | MSFT | 546 | $282,801 | 0.19% |
| 15 | APPLE INC | AAPL | 811 | $206,512 | 0.14% |