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Fidato Wealth LLC

Q1 2026 13F Holdings

  • Location
    middleburg heights, OH
  • Num holdings

    15

  • Value ($000)

    $154,021

  • Date Filed
    05/07/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$76.14M
49 %

127,416

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$40.27M
26 %

140,240

D
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
25434V823
$12.59M
8 %

532,481

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$11.08M
7 %

141,360

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.03M
5 %

12,286

S
SHW

SHERWIN WILLIAMS CO

COM
824348106
$1.77M
1 %

5,534

A
AOR

ISHARES TR

CORE 60/40 BALAN
464289867
$724.81K
1 %

11,263

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$703.46K
1 %

7,931

A
AOA

ISHARES TR

CORE 80/20 AGGRE
464289859
$692.12K
0 %

7,821

A
AMZN

AMAZON COM INC

COM
023135106
$569.83K
0 %

2,736

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