Fidato Wealth LLC

Business address
7530 Lucerne Drive, Suite 400, Middleburg Heights, OH, 44130
Top securities (13F)
VOO, VO, DFAR, BSV, IVV, SHW, VNQ, AOR, AOA, PGR, BRKB, NEE, MAS, MSFT, and AAPL
State of incorporation
OH
Fiscal year end
31 December
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Fidato Wealth LLC has filed 15 SEC EDGAR filings since 04 May 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-22448
N-PX Open Document Open Filing 12 Aug 2025 12 Aug 2025 028-22448
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-22448
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-22448
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-22448
13F-HR Open Document Open Filing 05 Nov 2024 30 Sep 2024 028-22448
N-PX Open Document Open Filing 21 Aug 2024 21 Aug 2024 028-22448
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-22448
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-22448
13F-HR Open Document Open Filing 09 Jan 2024 31 Dec 2023 028-22448
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-22448
13F-HR Open Document Open Filing 24 Oct 2022 30 Sep 2022 028-22448
13F-HR Open Document Open Filing 02 Aug 2022 30 Jun 2022 028-22448
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-22448
13F-HR Open Document Open Filing 04 May 2022 31 Dec 2021 028-22448