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Q3 2026 13F · SEC CIK 1711360

Fidato Wealth LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$184.1M
Reported positions
31
Top holdings a year, 3 yrs
+18.4%
Assets under management
$510.8M

Fidato Wealth LLC is a wealth manager that reported 31 positions worth $184.1M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vanguard Index Fds (VOO, 48.3%), Vanguard Index Fds (VO, 24.0%), Dfa Invt Dimensions Group in (DFAR, 7.4%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 22.3% for the S&P 500.

Fidato Wealth LLC holdings all 31 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Fidato Wealth LLC 13F holdings
Stock% of 13F valueShare changeReported value
VOOVanguard Index Fds48.3%+1.0%$88.9M
VOVanguard Index Fds24.0%+1.0%$44.2M
DFARDfa Invt Dimensions Group in7.4%—$13.6M
BSVVanguard Bd Index Fds6.4%+3.9%$11.8M
IVVIshares Tr4.5%-0.9%$8.3M
AAPLApple Inc1.6%—$2.9M
MSFTMicrosoft Corp1.4%+820.9%$2.6M
SHWSherwin Williams Co0.8%-13.8%$1.5M
GOOGLAlphabet Inc0.6%—$1.1M
NVDANvidia Corporation0.6%—$1.0M
AMZNAmazon Com Inc0.4%+22.8%$821K
AOAIshares Tr0.4%+0.3%$812K
AORIshares Tr0.4%+0.4%$799K
VNQVanguard Index Fds0.3%-2.6%$563K
BRK-BBerkshire Hathaway Inc Del0.3%—$550K
IBMInternational Business Machs0.2%—$392K
PGRProgressive Corp0.2%+0.3%$390K
JPMJpmorgan Chase & Co0.2%—$374K
TSLATesla Inc0.2%—$324K
CRWDCrowdstrike Hldgs Inc0.2%—$303K
NEENextera Energy Inc0.2%+0.0%$301K
ITWIllinois Tool Wks Inc0.2%—$298K
VTIVanguard Index Fds0.2%—$295K
LLYEli Lilly & Co0.2%—$292K
NSCNorfolk Southn Corporation0.1%+33.7%$275K
LMTLockheed Martin Corp0.1%—$264K
DEDeere & Co0.1%—$238K
REGNRegeneron Pharmaceuticals0.1%—$227K
NOCNorthrop Grumman Corp0.1%—$227K
MRKMerck & Co Inc0.1%—$217K
JNJJohnson & Johnson0.1%—$208K

What Fidato Wealth LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+10.4% /yr
S&P 500 +11.7%
3 years
+18.4% /yr
S&P 500 +22.3%
5 years
+10.5% /yr
S&P 500 +14.5%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$184.1M31
Q2 2026$171.1M14
Q1 2026$154.0M15
Q4 2025$156.5M15
Q3 2025$152.1M15
Q2 2025$139.9M11
Q1 2025$130.7M24
Q4 2024$133.4M24
Q3 2024$124.5M10
Q2 2024$113.2M10
Q1 2024$111.5M10
Q4 2023$104.8M10

Questions about Fidato Wealth LLC's portfolio

What stocks does Fidato Wealth LLC own?

Fidato Wealth LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 31 positions worth $184.1M. The largest are Vanguard Index Fds (VOO) at 48.3%, Vanguard Index Fds (VO) at 24.0%, Dfa Invt Dimensions Group in (DFAR) at 7.4%, Vanguard Bd Index Fds (BSV) at 6.4% and Ishares Tr (IVV) at 4.5%.

What did Fidato Wealth LLC buy last quarter?

In Q3 2026, Fidato Wealth LLC added a new position in Dfa Invt Dimensions Group in (DFAR), a new position in Apple Inc (AAPL), a new position in Alphabet Inc (GOOGL), a new position in Nvidia Corporation (NVDA), a new position in Berkshire Hathaway Inc Del (BRK-B), Microsoft Corp (MSFT) (+820.9% shares), Norfolk Southn Corporation (NSC) (+33.7% shares) and Amazon Com Inc (AMZN) (+22.8% shares), compared with its Q2 2026 filing.

What did Fidato Wealth LLC sell last quarter?

In Q3 2026, Fidato Wealth LLC sold all of Dimensional US Real (DFAR) and Sherwin Williams Co (SHW) (-13.8% shares), compared with its Q2 2026 filing.

How has Fidato Wealth LLC's portfolio performed?

A portfolio copying Fidato Wealth LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +10.4% against +11.7%. Over 5 years: +10.5% a year against +14.5%.

When is Fidato Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Fidato Wealth LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Fidato Wealth LLC manage?

Fidato Wealth LLC reported $510.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $184.1M.