Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fidato Wealth LLC (CIK 1711360) reported $154.0M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($76.1M, 49.43%), VO ($40.3M, 26.15%), DFAR ($12.6M, 8.18%), BSV ($11.1M, 7.20%), IVV ($8.0M, 5.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $76.1M | 49.43% | 127,416 | Added |
| 2 | VO | VANGUARD INDEX FDS | $40.3M | 26.15% | 140,240 | Added |
| 3 | DFAR | DIMENSIONAL ETF TRUST | $12.6M | 8.18% | 532,481 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $11.1M | 7.20% | 141,360 | Added |
| 5 | IVV | ISHARES TR | $8.0M | 5.21% | 12,286 | Trimmed |
| 6 | SHW | SHERWIN WILLIAMS CO | $1.8M | 1.15% | 5,534 | Added |
| 7 | AOR | ISHARES TR | $724,806 | 0.47% | 11,263 | Trimmed |
| 8 | VNQ | VANGUARD INDEX FDS | $703,460 | 0.46% | 7,931 | Trimmed |
| 9 | AOA | ISHARES TR | $692,118 | 0.45% | 7,821 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $569,827 | 0.37% | 2,736 | Added |
| 11 | NEE | NEXTERA ENERGY INC | $376,443 | 0.24% | 4,053 | Added |
| 12 | PGR | PROGRESSIVE CORP | $370,689 | 0.24% | 1,870 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $241,996 | 0.16% | 505 | Added |
| 14 | MSFT | MICROSOFT CORP | $242,461 | 0.16% | 655 | Added |
| 15 | AAPL | APPLE INC | $211,242 | 0.14% | 832 | Added |
Source: SEC Form 13F filings · as of 2026-03-31