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Fidato Wealth LLC

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13F filer, CIK 1711360, MIDDLEBURG HEIGHTS, OH

Fidato Wealth LLC reported $184,118,008 across 31 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 95.56% of the portfolio.

Accepted , ingested 13F-HR 0001172661-26-004513

Period
2026-09-30
Reported value
$184M
Holdings
31
Top 10 weight
95.56%
New
18
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFA INVT DIMENSIONS GROUP INnew+561,392$13.6M
AAPLnew+8,809$2.93M
MSFTadded+4,515$2.32M
GOOGLnew+3,240$1.11M
NVDAnew+4,584$1.05M

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
DFARexited-543,699-$14.2M
SHWreduced-765-$247K
IVVreduced-93-$71.2K
VNQreduced-165-$14.8K

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, Q3 2026

Share positions as resolved from 13F-HR 0001172661-26-004513, largest first. % of portfolio is the value over $184,118,008, 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; 2024Q4: 112,249 shares; 2025Q1: 114,832 shares; 2025Q2: 122,249 shares; 2025Q3: 123,797 shares; 2025Q4: 125,821 shares; 2026Q1: 127,416 shares; 2026Q2: 125,575 shares; 2026Q3: 126,813 shares 126,813$88.9M48.27%+1,238Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,100 shares; 2025Q1: 125,172 shares; 2025Q2: 131,244 shares; 2025Q3: 134,751 shares; 2025Q4: 138,455 shares; 2026Q1: 140,240 shares; 2026Q2: 557,784 shares; 2026Q3: 563,495 shares 563,495$44.2M24%+5,711Timeline
DFA INVT DIMENSIONS GROUP INDFA INVT DIMENSIONS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 561,392 shares 561,392$13.6M7.37%new
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,174 shares; 2025Q1: 118,731 shares; 2025Q2: 123,144 shares; 2025Q3: 129,965 shares; 2025Q4: 137,686 shares; 2026Q1: 141,360 shares; 2026Q2: 148,686 shares; 2026Q3: 154,543 shares 154,543$11.8M6.41%+5,857Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,135 shares; 2025Q1: 13,789 shares; 2025Q2: 13,563 shares; 2025Q3: 13,323 shares; 2025Q4: 12,509 shares; 2026Q1: 12,286 shares; 2026Q2: 10,890 shares; 2026Q3: 10,797 shares 10,797$8.27M4.49%-93Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,195 shares; 2025Q1: 9,492 shares; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 832 shares; 2026Q2: not reported; 2026Q3: 8,809 shares 8,809$2.93M1.59%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,610 shares; 2025Q1: 4,625 shares; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 541 shares; 2026Q1: 655 shares; 2026Q2: 550 shares; 2026Q3: 5,065 shares 5,065$2.6M1.41%+4,515Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,965 shares; 2025Q1: 5,582 shares; 2025Q2: 5,594 shares; 2025Q3: 5,481 shares; 2025Q4: 5,500 shares; 2026Q1: 5,534 shares; 2026Q2: 5,558 shares; 2026Q3: 4,793 shares 4,793$1.55M0.84%-765Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,900 shares; 2025Q1: 2,993 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,240 shares 3,240$1.11M0.61%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,584 shares 4,584$1.05M0.57%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,718 shares; 2026Q1: 2,736 shares; 2026Q2: 2,684 shares; 2026Q3: 3,296 shares 3,296$821K0.45%+612Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,885 shares; 2025Q1: 8,124 shares; 2025Q2: 8,429 shares; 2025Q3: 7,462 shares; 2025Q4: 8,125 shares; 2026Q1: 7,821 shares; 2026Q2: 8,331 shares; 2026Q3: 8,353 shares 8,353$812K0.44%+22Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,277 shares; 2025Q1: 12,514 shares; 2025Q2: 12,348 shares; 2025Q3: 11,307 shares; 2025Q4: 11,453 shares; 2026Q1: 11,263 shares; 2026Q2: 11,616 shares; 2026Q3: 11,667 shares 11,667$799K0.43%+51Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,274 shares; 2025Q1: 8,208 shares; 2025Q2: 8,152 shares; 2025Q3: 8,140 shares; 2025Q4: 8,010 shares; 2026Q1: 7,931 shares; 2026Q2: 6,450 shares; 2026Q3: 6,285 shares 6,285$563K0.31%-165Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,095 shares; 2025Q1: 1,029 shares; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 502 shares; 2026Q1: 505 shares; 2026Q2: not reported; 2026Q3: 1,104 shares 1,104$550K0.3%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,782 shares; 2025Q1: 1,824 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,782 shares 1,782$392K0.21%newTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 1,744 shares; 2025Q4: 1,753 shares; 2026Q1: 1,870 shares; 2026Q2: 1,874 shares; 2026Q3: 1,880 shares 1,880$390K0.21%+6Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,129 shares 1,129$374K0.2%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 855 shares; 2025Q1: 780 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 913 shares 913$324K0.18%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,144 shares 1,144$303K0.16%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,048 shares; 2025Q4: 4,048 shares; 2026Q1: 4,053 shares; 2026Q2: 3,971 shares; 2026Q3: 3,971 shares 3,971$301K0.16%0Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,160 shares 1,160$298K0.16%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 787 shares 787$295K0.16%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 265 shares; 2025Q1: 276 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 252 shares 252$292K0.16%newTimeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 939 shares; 2025Q1: 895 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 664 shares; 2026Q3: 888 shares 888$275K0.15%+224Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 536 shares; 2025Q1: 518 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 518 shares 518$264K0.14%newTimeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 354 shares 354$238K0.13%newTimeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 350 shares; 2025Q1: 352 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300$227K0.12%newTimeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 474 shares; 2025Q1: 469 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 469 shares 469$227K0.12%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,495 shares 1,495$217K0.12%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 786 shares 786$208K0.11%newTimeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
DFARDIMENSIONAL ETF TRUST543,699$14.2Mshares

How Q3 2026 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 0001172661-26-004513 base2026-10-13