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CIK: 0001711360
Total reported value
$171.1M
$171.1M
15 檔
86.6%
In Q1 2026, Fidato Wealth LLC's U.S. equity holdings reached a combined market value of $171.1M, distributed across 15 disclosed stock positions.
In Q1 2026, Fidato Wealth LLC displayed an active expansion posture, initiating 0 new positions and adding to 11 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VO, DFAR) accounted for 86.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 49.43% | +0.97% | +1.27% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 26.15% | +0.11% | +1.29% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-Other | 8.18% | +0.13% | +1.73% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.20% | -0.43% | +2.67% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.21% | -0.44% | -1.78% | |
| 6 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.15% | -0.03% | +0.62% | |
| 7 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.47% | — | -1.66% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.46% | -0.10% | -0.99% | |
| 9 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.45% | +0.03% | -3.74% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | — | +0.66% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 0.24% | -0.04% | +0.12% | |
| 12 | PGR | Progressive CORP | Stock-Financials | 0.24% | — | +6.67% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.04% | +21.07% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.16% | EXIT | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.14% | -0.14% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAR | Dimensional US Real Est ETF | +0.5% | +1.73% | Add |
| 2 | VO | Vanguard Mid-cap ETF | +0.5% | +1.29% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.3% | +2.67% | Add |
| 4 | NEE | Nextera Energy Inc | 0% | +0.12% | Add |
| 5 | SHW | Sherwin-williams Co/the | 0% | +0.62% | Add |
| 6 | VNQ | Vanguard Real Estate ETF | 0% | -0.99% | Trim |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.60% | Add |
| 8 | AAPL | Apple Inc | — | +2.59% | Add |
| 9 | AOA | Ishares Core 80/20 Aggressiv | 0% | -3.74% | Trim |
| 10 | AOR | Ishares Core 60/40 Balanced | 0% | -1.66% | Trim |
| 11 | MSFT | Microsoft CORP | 0% | +21.07% | Add |
| 12 | PGR | Progressive CORP | 0% | +6.67% | Add |
| 13 | AMZN | Amazon.com Inc | 0% | +0.66% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | -0.3% | -1.78% | Trim |
| 15 | VOO | Vanguard S&p 500 ETF | -1% | +1.27% | Add |
According to official SEC Form 13F filings, Fidato Wealth LLC reported a total U.S. public equity portfolio value of $171.1M across 15 disclosed positions in Q1 2026.
During Q1 2026, Fidato Wealth LLC's top holdings by market value included VOO (49.4%)、VO (26.1%)、DFAR (8.2%). The largest single position, VOO, represented 49.4% of total portfolio value.
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Top Position Liquidated / Trimmed
IVV
前期市值: $8.6M
In Q1 2026, Fidato Wealth LLC made 15 total portfolio adjustments, initiating 0 new buys, adding to 11 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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