Fidato Wealth LLC Portfolio Holdings

Fidato Wealth LLC

  • $140 Million
  • Q2 2025

Fidato Wealth LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 Million distributed in 11 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 $69.4M, Vanguard Mid Cap ETF with a value of $36.7M, Dimensional ETF Tr Dimensional with a value of $10.8M, Vanguard Bd Index Fd Inc Short with a value of $9.69M, and Ishares Core S&P 500 ETF with a value of $8.42M.

Examining the 13F form we can see an increase of $9.27M in the current position value, from $131M to 140M.

Below you can find more details about Fidato Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Million
ETFs: $137 Million
Basic Materials: $1.92 Million
Financial Services: $464,000
Industrials: $274,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $140 Million
  • Prior Value $131 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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