Holdings

Fidato Wealth LLC

As of Sep 30, 2026, Fidato Wealth LLC reported 22 positions worth US$14.9M. Largest: Apple Inc, Microsoft Corp. and Sherwin-williams Company (the). What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc8,809US$2.93MnewSep 30, 2026
Microsoft Corp.5,065US$2.6M+4,515Sep 30, 2026
Sherwin-williams Company (the)4,793US$1.55M−765Sep 30, 2026
Alphabet Inc (google) Class C3,240US$1.11MnewSep 30, 2026
Nvidia Corporation4,584US$1.05MnewSep 30, 2026
Amazon.com, Inc.3,296US$821K+612Sep 30, 2026
Berkshire Hathaway Inc.1,104US$550KnewSep 30, 2026
International Business Machines Corporation1,782US$392KnewSep 30, 2026
Progressive Corporation (the)1,880US$390K+6Sep 30, 2026
Jp Morgan Chase & Co.1,129US$374KnewSep 30, 2026