Institutional Manager · CIK 0001711360
Fidato Wealth LLC
MIDDLEBURG HEIGHTS, OH · File #028-22448
Latest AUM
$156.5M
Positions
15
Top-10 Concentration
99.1%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202515 pos · $156.5M
- 13F HOLDINGS REPORTQ/E Sep 202515 pos · $152.1M
- 13F HOLDINGS REPORTQ/E Jun 202511 pos · $139.9M
- 13F HOLDINGS REPORTQ/E Mar 202524 pos · $130.7M
- 13F HOLDINGS REPORTQ/E Dec 202425 pos · $133.4M
- 13F HOLDINGS REPORTQ/E Sep 202410 pos · $124.5M
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $113.2M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $111.5M
- 13F HOLDINGS REPORTQ/E Mar 20237 pos · $79.7M
Top 15 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |