Back to Fidato Wealth LLC
Q3 2026 13F filing
Updated 6 days ago31 disclosed positions worth $184.1M
Portfolio value
$184.1M
Total holdings
31
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-10-13
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $88.9M | 126.8K | 48.27% | — |
| 2 | V VANGUARD INDEX FDS | $44.2M | 563.5K | 24.00% | — |
| 3 | ? N/A DFA INVT DIMENSIONS GROUP IN | $13.6M | 561.4K | 7.37% | — |
| 4 | V VANGUARD BD INDEX FDS | $11.8M | 154.5K | 6.41% | — |
| 5 | E ISHARES TR | $8.3M | 10.8K | 4.49% | — |
| 6 | A APPLE INC | $2.9M | 8.8K | 1.59% | — |
| 7 | M MICROSOFT CORP | $2.6M | 5.1K | 1.41% | — |
| 8 | S SHERWIN WILLIAMS CO | $1.5M | 4.8K | 0.84% | — |
| 9 | G ALPHABET INC | $1.1M | 3.2K | 0.61% | — |
| 10 | N NVIDIA CORPORATION | $1M | 4.6K | 0.57% | — |
| 11 | A AMAZON COM INC | $821K | 3.3K | 0.45% | — |
| 12 | E ISHARES TR | $812K | 8.4K | 0.44% | — |
| 13 | E ISHARES TR | $799K | 11.7K | 0.43% | — |
| 14 | V VANGUARD INDEX FDS | $563K | 6.3K | 0.31% | — |
| 15 | B BERKSHIRE HATHAWAY INC DEL | $550K | 1.1K | 0.30% | — |
| 16 | I INTERNATIONAL BUSINESS MACHS | $392K | 1.8K | 0.21% | — |
| 17 | P PROGRESSIVE CORP | $390K | 1.9K | 0.21% | — |
| 18 | J JPMORGAN CHASE & CO | $374K | 1.1K | 0.20% | — |
| 19 | T TESLA INC | $324K | 913 | 0.18% | — |
| 20 | C CROWDSTRIKE HLDGS INC | $303K | 1.1K | 0.16% | — |
| 21 | N NEXTERA ENERGY INC | $301K | 4.0K | 0.16% | — |
| 22 | I ILLINOIS TOOL WKS INC | $298K | 1.2K | 0.16% | — |
| 23 | V VANGUARD INDEX FDS | $295K | 787 | 0.16% | — |
| 24 | L ELI LILLY & CO | $292K | 252 | 0.16% | — |
| 25 | N NORFOLK SOUTHN CORP | $275K | 888 | 0.15% | — |
| 26 | L LOCKHEED MARTIN CORP | $264K | 518 | 0.14% | — |
| 27 | D DEERE & CO | $238K | 354 | 0.13% | — |
| 28 | R REGENERON PHARMACEUTICALS | $227K | 300 | 0.12% | — |
| 29 | N NORTHROP GRUMMAN CORP | $227K | 469 | 0.12% | — |
| 30 | M MERCK & CO INC | $217K | 1.5K | 0.12% | — |
| 31 | J JOHNSON & JOHNSON | $208K | 786 | 0.11% | — |