Notify me when Fidato Wealth LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 15 | $156,543,352 | +$4,407,424 | -$934,984 | +$3,472,440 | VOO, VO, DFAR, BSV, IVV | 13F-HR | 13 Feb 2026, 11:10 |
| Q3 2025 | 15 | $152,137,127 | +$4,334,026 | -$353,112 | +$3,980,914 | VOO, VO, DFAR, BSV, IVV | 13F-HR | 05 Nov 2025, 16:30 |
| Q2 2025 | 11 | $139,944,567 | +$7,495,337 | -$7,871,602 | -$376,265 | VOO, VO, DFAR, BSV, IVV | 13F-HR | 12 Aug 2025, 10:35 |
| Q1 2025 | 24 | $130,682,143 | +$2,815,193 | -$1,418,382 | +$1,396,811 | VOO, VO, DFAR, BSV, IVV | 13F-HR | 13 May 2025, 14:30 |
| Q4 2024 | 24 | $133,371,434 | +$10,642,627 | -$1,557,053 | +$9,085,574 | VOO, VO, DFAR, BSV, IVV | 13F-HR | 14 Feb 2025, 11:41 |
| Q3 2024 | 10 | $124,492,895 | +$3,247,118 | -$311,402 | +$2,935,716 | VOO, VO, DFAR, BSV, IVV | 13F-HR | 05 Nov 2024, 09:52 |
| Q2 2024 | 10 | $113,242,617 | +$1,263,374 | -$796,967 | +$466,407 | VOO, VO, DFAR, IVV, BSV | 13F-HR | 13 Aug 2024, 10:58 |
| Q1 2024 | 10 | $111,531,943 | +$476,003 | -$1,646,210 | -$1,170,207 | VOO, VO, IVV, DFAR, BSV | 13F-HR | 18 Apr 2024, 15:23 |
| Q4 2023 | 10 | $104,766,550 | $0 | $0 | $0 | VOO, VO, DFAR, IVV, BSV | 13F-HR | 09 Jan 2024, 15:30 |
| Q4 2022 | 7 | $79,669,814 | +$1,716,177 | $0 | +$1,716,177 | IVV, VO, VNQ, BSV, SHW | 13F-HR | 09 Feb 2023, 21:02 |
| Q3 2022 | 5 | $73,152,000 | +$855,680 | $0 | +$855,680 | IVV, VO, BSV, VNQ, SHW | 13F-HR | 24 Oct 2022, 15:49 |
| Q2 2022 | 5 | $76,568,000 | +$1,567 | -$1,082,790 | -$1,081,223 | IVV, VO, VNQ, BSV, SHW | 13F-HR | 01 Aug 2022, 17:49 |
| Q1 2022 | 7 | $91,669,000 | +$2,810,285 | $0 | +$2,810,285 | IVV, VO, VNQ, BSV, SHW | 13F-HR | 09 May 2022, 18:27 |
| Q4 2021 | 5 | $93,953,000 | $0 | $0 | $0 | IVV, VO, VNQ, BSV, NSC | 13F-HR | 03 May 2022, 20:55 |