Data as of Q4 2025 (Dec 31, 2025)

Fidato Wealth LLC

•CIK: 1711360•Filing: Q4 2025

**Fidato Wealth LLC** manages $157M across a concentrated portfolio of 15 positions. The fund exhibits a significant allocation to broad market indices, notably VOO ($78.9M) and VO ($40.2M), representing the core of its strategy. Further diversification is evident with substantial holdings in DFAR ($12.0M) and BSV ($10.9M). This structure suggests a disciplined, large-cap growth orientation within its current mandate.

Total AUM
$156.5M
QoQ Performance
+2.9%
Positions
11
Top 10 Concentration
99.1%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
VO
DFAR
BSV
IVV
VOO50.4%
VO25.7%
DFAR7.7%
BSV6.9%
IVV5.5%
SHW1.1%
AOR0.5%
AOA0.5%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+1.6%
50.4% of portfolio
VO
VANGUARD INDEX FDS
+2.7%
25.7% of portfolio
DFAR
DIMENSIONAL ETF TRUST
+6.7%
7.7% of portfolio
AMZN
AMAZON COM INC
NEW
0.4% of portfolio
BSV
VANGUARD BD INDEX FDS
+5.9%
6.9% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-6.1%
5.5% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-19.9%
0.2% of portfolio
VNQ
VANGUARD INDEX FDS
-1.6%
0.5% of portfolio
MSFT
MICROSOFT CORP
-0.9%
0.2% of portfolio

Sector Breakdown

ETF55.9%
Other41.9%
Materials1.1%
Consumer0.4%
Technology0.3%
Utilities0.2%
Financial0.2%

🚪 Exited Positionssold since Q3 2025

MAS
MASCO CORP
SOLD
$300.7K

Changes from Q3 2025

NEW1 new position
↑8 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO50.4%
VANGUARD INDEX FDS
$78.9M
VO25.7%
VANGUARD INDEX FDS
$40.2M
DFAR7.7%
DIMENSIONAL ETF TRUST
$12.0M
BSV6.9%
VANGUARD BD INDEX FDS
$10.9M
IVV5.5%
ISHARES TR
$8.6M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.