Fidato Wealth LLC Portfolio Holdings

Fidato Wealth LLC

  • $124 Million
  • Q3 2024

Fidato Wealth LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $124 Million distributed in 10 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 $31.8M, Dimensional ETF Tr Dimensional with a value of $10M, Vanguard Bd Index Fd Inc Short with a value of $8.65M, and Ishares Core S&P 500 ETF with a value of $8.6M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $113M to 124M.

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

Portfolio value $124 Million
ETFs: $120 Million
Basic Materials: $3.85 Million
Industrials: $358,000

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 10
  • Current Value $124 Million
  • Prior Value $113 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Fidato Wealth LLC Portfolio

Follow Fidato Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fidato Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fidato Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email