The Analysis of Fidato Wealth LLC's Holdings


Currently, Fidato Wealth LLC holds 15 types of securities in its portfolio with a total value $156.5M. In the most recent quarter, they have increased their positions in N/A (+2.0K shares, valued at $1.3M), VO (+3.7K shares, valued at $1.1M), DFAR (+32.8K shares, valued at $750.2K); decreased their positions in IVV (-814 shares, valued at $557.5K), N/A (-125 shares, valued at $62.8K), VNQ (-130 shares, valued at $11.5K); initiated new positions in AMZN (+2.7K shares, valued at $627.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VANGUARD INDEX FDS VANGUARD INDEX FDS125.8K shares1.63%2025-12-312026-02-13history
VO VANGUARD INDEX FDS138.5K shares2.75%2025-12-312026-02-13history
DFAR DIMENSIONAL ETF TRUST523.4K shares6.68%2025-12-312026-02-13history
BSV VANGUARD BD INDEX FDS137.7K shares5.94%2025-12-312026-02-13history
IVV ISHARES TR12.5K shares-6.11%2025-12-312026-02-13history
SHW SHERWIN WILLIAMS CO5.5K shares0.35%2025-12-312026-02-13history
AOR ISHARES TR11.5K shares1.29%2025-12-312026-02-13history
AOA ISHARES TR8.1K shares8.89%2025-12-312026-02-13history
Sponsored
VNQ VANGUARD INDEX FDS8.0K shares-1.60%2025-12-312026-02-13history
AMZN AMAZON COM INC2.7K sharesnew addition2025-12-312026-02-13history
PGR PROGRESSIVE CORP1.8K shares0.52%2025-12-312026-02-13history
NEE NEXTERA ENERGY INC4.0K shares0.00%2025-12-312026-02-13history
MSFT MICROSOFT CORP541 shares-0.92%2025-12-312026-02-13history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL502 shares-19.94%2025-12-312026-02-13history
AAPL APPLE INC811 shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available