The Analysis of Fidato Wealth LLC's Holdings & P&L

Currently, Fidato Wealth LLC holds 15 types of securities in its portfolio with a total value $154.0M. In the most recent quarter, they have increased their positions in N/A (+1.6K shares, valued at $953.1K), VO (+1.8K shares, valued at $512.6K), BSV (+3.7K shares, valued at $288.1K); decreased their positions in IVV (-223 shares, valued at $145.7K), AOA (-304 shares, valued at $26.9K), AOR (-190 shares, valued at $12.2K).

1M P&L

+1.4M+1.64%

3M P&L

-125.8M-59.99%

HY P&L

-112.7M-57.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A74.1M

95.4%

2Specialty Chemicals1.8M

2.3%

3Internet Retail569.8K

0.7%

Top Industries by Stock Count

1N/A7 stocks

53.8%

2Internet Retail1 stocks

7.7%

3Consumer Electronics1 stocks

7.7%

Sponsored

AOA ISHARES TR7.8K shares-3.74%2026-03-312026-05-07

AMZN AMAZON COM INC2.7K shares0.66%2026-03-312026-05-07

NEE NEXTERA ENERGY INC4.1K shares0.12%2026-03-312026-05-07

PGR PROGRESSIVE CORP1.9K shares6.67%2026-03-312026-05-07

MSFT MICROSOFT CORP655 shares21.07%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL505 shares0.60%2026-03-312026-05-07

AAPL APPLE INC832 shares2.59%2026-03-312026-05-07

VANGUARD INDEX FDS

1.27%

Shares127.4K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

1.29%

Shares140.2K

Event2026-03-31

Filed2026-05-07

DFAR

DIMENSIONAL ETF TRUST

1.73%

Shares532.5K

Event2026-03-31

Filed2026-05-07

BSV

VANGUARD BD INDEX FDS

2.67%

Shares141.4K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

-1.78%

Shares12.3K

Event2026-03-31

Filed2026-05-07

SHW

SHERWIN WILLIAMS CO

0.62%

Shares5.5K

Event2026-03-31

Filed2026-05-07

AOR

ISHARES TR

-1.66%

Shares11.3K

Event2026-03-31

Filed2026-05-07

VNQ

VANGUARD INDEX FDS

-0.99%

Shares7.9K

Event2026-03-31

Filed2026-05-07

AOA

ISHARES TR

-3.74%

Shares7.8K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

0.66%

Shares2.7K

Event2026-03-31

Filed2026-05-07

NEE

NEXTERA ENERGY INC

0.12%

Shares4.1K

Event2026-03-31

Filed2026-05-07

PGR

PROGRESSIVE CORP

6.67%

Shares1.9K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

21.07%

Shares655

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

0.60%

Shares505

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

2.59%

Shares832

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available