Fidato Wealth LLC
Fidato Wealth LLC reported 14 positions worth $171.1M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: VOO (50.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $86.2M | 50.40% | 125,575 | — | — | |
| ▸ 2 | VO | SH | $44.9M | 26.26% | 557,784 | — | — | |
| ▸ 3 | DFAR | SH | $14.2M | 8.31% | 543,699 | — | — | |
| ▸ 4 | BSV | SH | $11.6M | 6.77% | 148,686 | — | — | |
| ▸ 5 | IVV | SH | $8.2M | 4.77% | 10,890 | — | — | |
| ▸ 6 | SHW | SH | $1.9M | 1.12% | 5,558 | — | — | |
| ▸ 7 | AOA | SH | $813.1K | 0.48% | 8,331 | — | — | |
| ▸ 8 | AOR | SH | $807.3K | 0.47% | 11,616 | — | — | |
| ▸ 9 | AMZN | SH | $639.7K | 0.37% | 2,684 | — | — | |
| ▸ 10 | VNQ | SH | $621.9K | 0.36% | 6,450 | — | — |
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Frequently Asked Questions
What stocks does Fidato Wealth LLC hold as of Q2 2026?
Fidato Wealth LLC reported 14 positions worth $171.1M in its Q2 2026 13F filing. Largest positions: VOO (50.4%), VO (26.3%), DFAR (8.3%), BSV (6.8%) and IVV (4.8%).
What did Fidato Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fidato Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.