Fidato Wealth LLC

Q2 2025 13F Holdings

  • Location
    middleburg heights, OH
  • Num holdings

    11

  • Value ($000)

    $139,945

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001711360
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$69.44M
50 %

122,249

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$36.73M
26 %

131,244

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
25434V823
$10.82M
8 %

461,044

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$9.69M
7 %

123,144

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.42M
6 %

13,563

SHW
SHW

SHERWIN WILLIAMS CO

COM
824348106
$1.92M
1 %

5,594

AOR
AOR

ISHARES TR

CORE 60/40 BALAN
464289867
$760.25K
1 %

12,348

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$726.01K
1 %

8,152

AOA
AOA

ISHARES TR

CORE 80/20 AGGRE
464289859
$702.99K
1 %

8,429

PGR
PGR

PROGRESSIVE CORP

COM
743315103
$464.12K
0 %

1,739

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