Fidato Wealth LLC reported 31 holdings worth US$184M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Fidato Wealth LLC reported 31 holdings worth US$184M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Sherwin-williams Company (the). Filed Oct 13, 2026 (Form 13F).
- Holdings
- 31
- Value as reported
- US$184M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 8,809 | US$2.93M | 1.6% |
| Microsoft Corp. | 5,065 | US$2.6M | 1.4% |
| Sherwin-williams Company (the) | 4,793 | US$1.55M | 0.84% |
| Alphabet Inc (google) Class C | 3,240 | US$1.11M | 0.61% |
| Nvidia Corporation | 4,584 | US$1.05M | 0.57% |
| Amazon.com, Inc. | 3,296 | US$821K | 0.45% |
| Berkshire Hathaway Inc. | 1,104 | US$550K | 0.30% |
| International Business Machines Corporation | 1,782 | US$392K | 0.21% |
| Progressive Corporation (the) | 1,880 | US$390K | 0.21% |
| Jp Morgan Chase & Co. | 1,129 | US$374K | 0.20% |
| Tesla, Inc. | 913 | US$324K | 0.18% |
| Crowdstrike Holdings, Inc. | 1,144 | US$303K | 0.16% |
| Nextera Energy, Inc. | 3,971 | US$301K | 0.16% |
| Illinois Tool Works Inc. | 1,160 | US$298K | 0.16% |
| Eli Lilly And Company | 252 | US$292K | 0.16% |
| Norfolk Southern Corporation | 888 | US$275K | 0.15% |
| Lockheed Martin Corporation | 518 | US$264K | 0.14% |
| Deere & Company | 354 | US$238K | 0.13% |
| Regeneron Pharmaceuticals, Inc. | 300 | US$227K | 0.12% |
| Northrop Grumman Corporation | 469 | US$227K | 0.12% |
| Merck & Company, Inc. | 1,495 | US$217K | 0.12% |
| Johnson & Johnson | 786 | US$208K | 0.11% |