Fidato Wealth LLC Portfolio Holdings
Fidato Wealth LLC
- $131 Million
- Q1 2025
Fidato Wealth LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Million distributed in 24 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $59M, Vanguard Mid Cap ETF with a value of $32.4M, Dimensional ETF Tr Dimensional with a value of $10.2M, Vanguard Bd Index Fd Inc Short with a value of $9.29M, and Ishares Core S&P 500 ETF with a value of $7.75M.
Examining the 13F form we can see an decrease of $5.43M in the current position value, from $136M to 131M.
Below you can find more details about Fidato Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$131 Million
ETFs: $121 Million
Technology: $4.79 Million
Basic Materials: $1.95 Million
Industrials: $1.27 Million
Financial Services: $829,000
Communication Services: $462,000
Healthcare: $450,000
Consumer Cyclical: $202,000
Other: $0