Fidato Wealth LLC reported 14 holdings worth US$171M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Fidato Wealth LLC reported 14 holdings worth US$171M as of Jun 30, 2026. Largest: Sherwin-williams Company (the), Amazon.com, Inc. and Progressive Corporation (the). Filed Aug 3, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$171M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Sherwin-williams Company (the) | 5,558 | US$1.91M | 1.1% |
| Amazon.com, Inc. | 2,684 | US$640K | 0.37% |
| Progressive Corporation (the) | 1,874 | US$409K | 0.24% |
| Nextera Energy, Inc. | 3,971 | US$349K | 0.20% |
| Norfolk Southern Corporation | 664 | US$209K | 0.12% |
| Microsoft Corp. | 550 | US$205K | 0.12% |
| Apple Inc | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |