Fidato Wealth
Fidato Wealth reported 31 stocks worth $184M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (48.3%), VO (24.0%) and DFAR (7.4%). Compared with Q2 2026, the fund opened new positions in DFAR, AAPL and GOOGL, added to VOO, VO and BSV and trimmed IVV, SHW and VNQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $88.9M | 48.3% | 127K | +1,238 (+1%) | 8 of 8 | |
| 2 |  VO Vanguard Index Fds | $44.2M | 24.0% | 563K | +5,711 (+1%) | 8 of 8 | |
| 3 |  DFAR Dfa Invt Dimensions Group in | $13.6M | 7.4% | 561K | New position | 1 of 8 | |
| 4 |  BSV Vanguard Short-Term Bond ETF | $11.8M | 6.4% | 155K | +5,857 (+4%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $8.3M | 4.5% | 11K | −93 (−1%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $2.9M | 1.6% | 8,809 | New position | 6 of 8 | |
| 7 |  MSFT Microsoft Corp | $2.6M | 1.4% | 5,065 | +4,515 (+821%) | 7 of 8 | |
| 8 |  SHW Sherwin-Williams Co | $1.5M | 0.8% | 4,793 | −765 (−14%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $1.1M | 0.6% | 3,240 | New position | 3 of 8 | |
| 10 |  NVDA Nvidia Corporation | $1M | 0.6% | 4,584 | New position | 2 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL US REAL | $14.2M | 544K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fidato Wealth 13F FAQ
What does Fidato Wealth own?
Fidato Wealth reported 31 stocks worth $184M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (48.3%), VO (24.0%) and DFAR (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Fidato Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 18 new positions, 9 added to, 3 trimmed and 1 sold out. New positions include DFAR, AAPL and GOOGL.
When will Fidato Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Fidato Wealth's portfolio worth?
The Q3 2026 filing reports $184M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.