Fidato Wealth LLC: 13F holdings
CIK 17113602026Q2
| Positions | 14 |
|---|
| Reported value | $171.1m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 14 (-1 vs prior quarter) |
|---|
| Reported value | $171.1m (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 125,575 | $86.2m | 50.4% |
| VO VANGUARD INDEX FDS | 557,784 | $44.9m | 26.3% |
| DIMENSIONAL ETF TRUST | 543,699 | $14.2m | 8.3% |
| BSV VANGUARD BD INDEX FDS | 148,686 | $11.6m | 6.8% |
| IVV ISHARES TR | 10,890 | $8.2m | 4.8% |
| SHW SHERWIN WILLIAMS CO | 5,558 | $1.9m | 1.1% |
| CCEP ISHARES TR | 8,331 | $813,143 | 0.5% |
| AOR ISHARES TR | 11,616 | $807,340 | 0.5% |
| AMZN AMAZON COM INC | 2,684 | $639,705 | 0.4% |
| VNQ VANGUARD INDEX FDS | 6,450 | $621,947 | 0.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1711360")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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