Investor
Fidato Wealth LLC
CIK 0001711360 · filed 2026-05-07 · SEC filing
13F book
$154M
Positions
15
Largest name
49.4%
Vanguard Index Fds
Est. mark
−$4.38M
Price effect on 15 names still held. Flow $1.86M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 127.4K | $76.1M | 49.4% | −$3.72M | Added−$2.77M |
| Vanguard Index Fds | — | 140.2K | $40.3M | 26.1% | −$421K | Added$91.7K |
| Dimensional Etf Trust | — | 532.5K | $12.6M | 8.2% | $391.9K | Added$606.3K |
| Vanguard Bd Index Fds | — | 141.4K | $11.1M | 7.2% | −$55K | Added$233K |
| Ishares Tr | — | 12.3K | $8.03M | 5.2% | −$389.8K | Cut−$542.5K |
| Sherwin Williams Co | SHW | 5.53K | $1.77M | 1.2% | −$19.2K | Added−$8.25K |
| Ishares Tr | — | 11.3K | $724.8K | 0.5% | −$7.41K | Cut−$19.8K |
| Vanguard Index Fds | — | 7.93K | $703.5K | 0.5% | $1.65K | Cut−$5.34K |
| Ishares Tr | — | 7.82K | $692.1K | 0.4% | −$8.37K | Cut−$35.6K |
| Amazon Com Inc | AMZN | 2.74K | $569.8K | 0.4% | −$61.3K | Added−$57.5K |
| Nextera Energy Inc | — | 4.05K | $376.4K | 0.2% | $51K | Added$51.5K |
| Progressive Corp | — | 1.87K | $370.7K | 0.2% | −$51.8K | Added−$28.6K |
| Microsoft Corp | MSFT | 655 | $242.5K | 0.2% | −$61.4K | Added−$19.2K |
| Berkshire Hathaway Inc Del | — | 505 | $242K | 0.2% | −$11.8K | Added−$10.3K |
| Apple Inc. | AAPL | 832 | $211.2K | 0.1% | −$14.6K | Added−$9.29K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.