2026 Q1 Portfolio Activity
In 2026 Q1, Fidato Wealth LLC maintained a portfolio of 15 distinct positions. They heavily accumulated shares in MICROSOFT CORP, increasing the position by 21.1%.
Position History
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Total Positions
15
Quarter
2026 Q1
Top Holding
VOO (49.4%)
Top 10 Concentration
99.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Fidato Wealth LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 49.43% | 50.41% |
#1
Prev: #1
|
6.5 |
—
|
1,595 | 1.3% |
P
S
|
127,416 | $76,137,614 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 26.15% | 25.67% |
#2
Prev: #2
|
6.0 |
—
|
1,785 | 1.3% |
P
S
|
140,240 | $40,274,212 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 8.18% | 7.66% |
#3
Prev: #3
|
4.8 |
—
|
9,064 | 1.7% |
P
S
|
532,481 | $12,593,179 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 7.20% | 6.93% |
#4
Prev: #4
|
3.9 |
—
|
3,674 | 2.7% |
P
S
|
141,360 | $11,084,060 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IVV
ISHARES TR
|
ETF | 5.21% | 5.47% |
#5
Prev: #5
|
3.1 |
—
|
-223 | -1.8% |
P
S
|
12,286 | $8,025,144 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 1.15% | 1.14% |
#6
Prev: #6
|
1.0 |
—
|
34 | 0.6% |
P
S
|
5,534 | $1,773,785 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AOR
ISHARES TR
|
ETF | 0.47% | 0.48% |
#7
Prev: #7
|
0.7 |
—
|
-190 | -1.7% |
P
S
|
11,263 | $724,806 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.46% | 0.45% |
#8
1
Prev: #9
|
0.7 |
—
|
-79 | -1.0% |
P
S
|
7,931 | $703,460 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AOA
ISHARES TR
|
ETF | 0.45% | 0.46% |
#9
1
Prev: #8
|
0.7 |
—
|
-304 | -3.7% |
P
S
|
7,821 | $692,118 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.37% | 0.40% |
#10
Prev: #10
|
0.6 |
—
|
18 | 0.7% |
P
S
|
2,736 | $569,827 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.24% | 0.21% |
#11
1
Prev: #12
|
0.6 |
—
|
5 | 0.1% |
P
S
|
4,053 | $376,443 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.24% | 0.26% |
#12
1
Prev: #11
|
2.1 |
—
|
117 | 6.7% |
P
S
|
1,870 | $370,689 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.16% | 0.17% |
#13
Prev: #13
|
2.6 |
—
|
114 | 21.1% |
P
S
|
655 | $242,461 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.16% | 0.16% |
#14
Prev: #14
|
0.6 |
—
|
3 | 0.6% |
P
S
|
505 | $241,996 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AAPL
APPLE INC
|
Technology | 0.14% | 0.14% |
#15
Prev: #15
|
0.6 |
—
|
21 | 2.6% |
P
S
|
832 | $211,242 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-15 of 15 holdings