Fidato Wealth LLC - Portfolio overview

Fidato Wealth LLC has 16 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 49.34%
2. VO - VANGUARD INDEX FDS, 26.10%
3. DFAR - DIMENSIONAL ETF TRUST, 8.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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