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Fidato Wealth LLC

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13F filer, CIK 1711360, MIDDLEBURG HEIGHTS, OH

Fidato Wealth LLC reported $156,543,352 across 15 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 99.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001711360-26-000001

Period
2025-12-31
Reported value
$157M
Holdings
15
Top 10 weight
99.07%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+2,024$1.27M
VOadded+3,704$1.07M
DFARadded+32,758$750K
AMZNnew+2,718$627K
BSVadded+7,721$608K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-814-$558K
MASexited-4,272-$301K
BRK-Breduced-125-$62.8K
VNQreduced-130-$11.5K
MSFTreduced-5-$2.42K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001711360-26-000001, largest first. % of portfolio is the value over $156,543,352, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,768 shares; 2024Q4: 112,249 shares; 2025Q1: 114,832 shares; 2025Q2: 122,249 shares; 2025Q3: 123,797 shares; 2025Q4: 125,821 shares 125,821$78.9M50.41%+2,024Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,527 shares; 2024Q4: 123,100 shares; 2025Q1: 125,172 shares; 2025Q2: 131,244 shares; 2025Q3: 134,751 shares; 2025Q4: 138,455 shares 138,455$40.2M25.67%+3,704Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,901 shares; 2024Q4: 417,898 shares; 2025Q1: 429,409 shares; 2025Q2: 461,044 shares; 2025Q3: 490,659 shares; 2025Q4: 523,417 shares 523,417$12M7.66%+32,758Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,929 shares; 2024Q4: 117,174 shares; 2025Q1: 118,731 shares; 2025Q2: 123,144 shares; 2025Q3: 129,965 shares; 2025Q4: 137,686 shares 137,686$10.9M6.93%+7,721Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,905 shares; 2024Q4: 14,135 shares; 2025Q1: 13,789 shares; 2025Q2: 13,563 shares; 2025Q3: 13,323 shares; 2025Q4: 12,509 shares 12,509$8.57M5.47%-814Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 6,965 shares; 2025Q1: 5,582 shares; 2025Q2: 5,594 shares; 2025Q3: 5,481 shares; 2025Q4: 5,500 shares 5,500$1.78M1.14%+19Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 13,277 shares; 2025Q1: 12,514 shares; 2025Q2: 12,348 shares; 2025Q3: 11,307 shares; 2025Q4: 11,453 shares 11,453$745K0.48%+146Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 7,885 shares; 2025Q1: 8,124 shares; 2025Q2: 8,429 shares; 2025Q3: 7,462 shares; 2025Q4: 8,125 shares 8,125$728K0.46%+663Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 8,274 shares; 2025Q1: 8,208 shares; 2025Q2: 8,152 shares; 2025Q3: 8,140 shares; 2025Q4: 8,010 shares 8,010$709K0.45%-130Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,718 shares 2,718$627K0.4%newTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 1,744 shares; 2025Q4: 1,753 shares 1,753$399K0.26%+9Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,048 shares; 2025Q4: 4,048 shares 4,048$325K0.21%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,610 shares; 2025Q1: 4,625 shares; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 541 shares 541$262K0.17%-5Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,095 shares; 2025Q1: 1,029 shares; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 502 shares 502$252K0.16%-125Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,195 shares; 2025Q1: 9,492 shares; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 811 shares 811$221K0.14%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MASMASCO CORP4,272$301Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001711360-26-000001 base2026-02-13acceptance time not in the bulk data set