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 Under $50 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
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