Fidato Wealth LLC
All 13F Filings
- Location
- Middleburg Heights, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 156,543
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.33 K | 11.1% | 499 | 0 | 499 |
| ETFs | 128.4 K | 82.0% | 3.312 K | 0 | 3.312 K |
| Debt | 10.85 K | 6.9% | 595 | 0 | 595 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
156,543
Holdings
15
QoQ value change ($000)
4,406
(2.9%)
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.