13F-HR filed by Fidato Wealth LLC
Fidato Wealth LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-07, with 15 holding rows worth $154,021,036.
- Accession
- 0001711360-26-000003
- Filer
- CIK 1711360
- Filed
- 2026-05-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 15 entries on the cover page, a total value of $154,021,036 stated on the cover page (in dollars after the unit check, H1), rows summing to $154,021,036 with VALUE read as dollars as filed, 13F file number 028-22448. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 127,416 | $76,137,614 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 140,240 | $40,274,212 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 532,481 | $12,593,179 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 141,360 | $11,084,060 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 12,286 | $8,025,144 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 5,534 | $1,773,785 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 11,263 | $724,806 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 7,931 | $703,460 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 7,821 | $692,118 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,736 | $569,827 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,053 | $376,443 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,870 | $370,689 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 655 | $242,461 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 505 | $241,996 | dollars as filed | |
| Apple Inc | 037833100 | COM | 832 | $211,242 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001711360-26-000003 | this filing | 2026-05-07 | acceptance time not in the bulk data set |