Holders — by stockHoldings — by fund
Fidato Wealth LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001711360
$171.1M
disclosed book value
14
positions
50.4%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 125,575 | $86.2M | 50.4% |
| 2 | VOVANGUARD INDEX FDS | 557,784 | $44.9M | 26.3% |
| 3 | DFARDIMENSIONAL ETF TRUST | 543,699 | $14.2M | 8.3% |
| 4 | BSVVANGUARD BD INDEX FDS | 148,686 | $11.6M | 6.8% |
| 5 | IVVISHARES TR | 10,890 | $8.2M | 4.8% |
| 6 | SHWSHERWIN WILLIAMS CO | 5,558 | $1.9M | 1.1% |
| 7 | AOAISHARES TR | 8,331 | $813,143 | 0.5% |
| 8 | AORISHARES TR | 11,616 | $807,340 | 0.5% |
| 9 | AMZNAMAZON COM INC | 2,684 | $639,705 | 0.4% |
| 10 | VNQVANGUARD INDEX FDS | 6,450 | $621,947 | 0.4% |
| 11 | PGRPROGRESSIVE CORP | 1,874 | $409,415 | 0.2% |
| 12 | NEENEXTERA ENERGY INC | 3,971 | $348,535 | 0.2% |
| 13 | NSCNORFOLK SOUTHN CORP | 664 | $209,014 | 0.1% |
| 14 | MSFTMICROSOFT CORP | 550 | $205,161 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.