FW

Fidato Wealth LLC

13F
Fidato Wealth LLC
Last update 2025-05-13 24 Stocks (1 new)
Value $131.00 Mil Turnover 2 %
Countries:
Top Holdings: VOO(45.16%)VO(24.77%)DFAR(7.81%)BSV(7.11%)IVV(5.93%)
Summary Stock Picks Current Portfolio
Fidato Wealth LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
114,832
59,013.4
+2.30%
45.160
+1.02%
0.010
+19.59%
+7.78%
660,834.1
 
VO
Vanguard Mid-Cap ETF
125,172
32,371.9
+1.68%
24.770
+0.41%
0.040
+16.32%
+8.70%
80,548.8
 
DFAR
Dimensional US Real Estate ETF
429,409
10,207.0
+2.75%
7.810
+0.21%
0.770
+3.62%
+2.14%
1,368.2
 
BSV
Vanguard Short-Term Bond ETF
118,731
9,294.2
+1.33%
7.110
+0.09%
0.030
+1.08%
+3.32%
38,460.1
 
IVV
iShares Core S&P 500 ETF
13,789
7,748.3
-2.45%
5.930
-0.15%
0.000
+19.67%
+7.80%
634,518.9
 
AAPL
Apple Inc
9,492
2,108.5
-15.21%
1.610
-0.32%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SHW
Sherwin-Williams Co
5,582
1,949.1
-19.86%
1.490
-0.35%
0.000
+2.23%
+0.48%
85,221.7
Chemicals
MSFT
Microsoft Corp
4,625
1,736.2
+0.33%
1.330
0%
0.000
+38.94%
+21.47%
3,790,969.0
Software
VNQ
Vanguard Real Estate Index Fund ETF
8,208
743.2
-0.80%
0.570
0%
0.000
+4.59%
+3.00%
33,484.2
 
AOR
iShares Core 60/40 Balanced Allocation ETF
iShares Core 60/40 Balanced Allocation ETF
12,514
720.5
-5.75%
0.550
-0.03%
0.030
+10.94%
+8.27%
2,544.8
 

Fidato Wealth LLC's Historical Top Holdings Breakdowns

Fidato Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+1.02%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Add 2.3%
114,832
2,583
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.41%
●
251.87 ($268.43) 277.95
$284.74
6.08%
Add 1.68%
125,172
2,072
NVDA
NVIDIA Corp
2025-03-31
New Buy
New Buy
+0.38%
●
106.98 ($126.74) 149.43
$172.41
36.03%
New holding
4,589
4,589
SHW
Sherwin-Williams Co
2025-03-31
Reduce
Reduce
-0.35%
●
330.16 ($350.95) 365.55
$340.07
-3.10%
Reduce -19.86%
5,582
-1,383
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.32%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -15.21%
9,492
-1,703
DFAR
Dimensional US Real Estate ETF
2025-03-31
Add
Add
+0.21%
●
22.35 ($23.59) 24.51
$23.61
0.08%
Add 2.75%
429,409
11,511
SBUX
Starbucks Corp
2025-03-31
Sold Out
Sold Out
-0.18%
●
92.17 ($103.37) 115.81
$93.80
-9.26%
Sold Out
0
-2,600
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.15%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Reduce -2.45%
13,789
-346
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.09%
●
76.94 ($77.63) 78.28
$78.35
0.93%
Add 1.33%
118,731
1,557
AOR
iShares Core 60/40 Balanced Allocation ETF
iShares Core 60/40 Balanced Allocation ETF
2025-03-31
Reduce
Reduce
-0.03%
●
56.63 ($58.21) 59.39
$61.32
5.34%
Reduce -5.75%
12,514
-763

Fidato Wealth LLC Total Holding History ($B)

To

Fidato Wealth LLC's Asset Allocation

To

Fidato Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fidato Wealth LLC's Hypothetical Growth since 2025-03-31

Fidato Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fidato Wealth LLC's Holdings Heat Map

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Fidato Wealth LLC's Holdings Bubble Chart

Fidato Wealth LLC News

  • 1

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