13F HOLDINGS REPORT
Fidato Wealth LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001711360-26-000001
Total Value
$156.5M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 125,821 | $78.9M | 50.41% |
| 2 | VANGUARD INDEX FDS | 922908629 | 138,455 | $40.2M | 25.67% |
| 3 | DIMENSIONAL ETF TRUST | 25434V823 | 523,417 | $12.0M | 7.66% |
| 4 | VANGUARD BD INDEX FDS | 921937827 | 137,686 | $10.9M | 6.93% |
| 5 | ISHARES TR | 464287200 | 12,509 | $8.6M | 5.47% |
| 6 | SHERWIN WILLIAMS CO | SHW | 5,500 | $1.8M | 1.14% |
| 7 | ISHARES TR | 464289867 | 11,453 | $744,570 | 0.48% |
| 8 | ISHARES TR | 464289859 | 8,125 | $727,713 | 0.46% |
| 9 | VANGUARD INDEX FDS | 922908553 | 8,010 | $708,800 | 0.45% |
| 10 | AMAZON COM INC | AMZN | 2,718 | $627,369 | 0.40% |
| 11 | PROGRESSIVE CORP | 743315103 | 1,753 | $399,295 | 0.26% |
| 12 | NEXTERA ENERGY INC | NEE-PW | 4,048 | $324,973 | 0.21% |
| 13 | MICROSOFT CORP | MSFT | 541 | $261,638 | 0.17% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 502 | $252,330 | 0.16% |
| 15 | APPLE INC | AAPL | 811 | $220,530 | 0.14% |