Fidato Wealth LLC - Portfolio Stock Holdings

Fidato Wealth LLC disclosed 31 stock positions in a recent SEC 13F filing. $170,554,911 of stock holdings were filed, with the largest holdings including VOO, VO, and BSV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $510,752,617 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.