Fidato Wealth LLC
All 13F Filings
- Location
- Middleburg Heights, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 184,118
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 31 | 184,118 | 13F-HR | Fidato Wealth LLC |
| Q2 2026 | 8/3/2026 | 14 | 171,117 | 13F-HR | Fidato Wealth LLC |
| Q1 2026 | 5/7/2026 | 15 | 154,021 | 13F-HR | Fidato Wealth LLC |
| Q4 2025 | 2/13/2026 | 15 | 156,543 | 13F-HR | Fidato Wealth LLC |
| Q3 2025 | 11/5/2025 | 15 | 152,137 | 13F-HR | Fidato Wealth LLC |
| Q2 2025 | 8/12/2025 | 11 | 139,945 | 13F-HR | Fidato Wealth LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.51 K | 15.5% | 24.78 K | 0 | 24.78 K |
| ETFs | 143.8 K | 78.1% | 0 | 12 K | -12 K |
| Debt | 11.81 K | 6.4% | 223 | 0 | 223 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
184,118
Holdings
31
QoQ value change ($000)
13,001
(7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.