Fidato Wealth LLC Portfolio Holdings
Q3 2025•15 long positions•$152.1M portfolio value
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Holding15 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $75.8M 49.83% | +$948.0K Bought | — 123.8K shares | 122.2K → 123.8K +$948.0K | +1.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $39.6M 26.02% | +$1.0M Bought | — 134.8K shares | 131.2K → 134.8K +$1.0M | +2.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.7M 7.69% | +$706.3K Bought | — 490.7K shares | 461.0K → 490.7K +$706.3K | +6.42% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.3M 6.74% | +$538.2K Bought | — 130.0K shares | 123.1K → 130.0K +$538.2K | +5.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.9M 5.86% | -$160.6K Sold | — 13.3K shares | 13.6K → 13.3K −$160.6K | -1.77% | — — | Q4 2023 Held for 1y 11m | |
Chemicals - Specialty Basic Materials | $1.9M 1.25% | -$39.1K Sold | 0.002% 5.5K shares | 5.6K → 5.5K −$39.1K | -2.02% | $86.3B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $744.2K 0.489% | -$1.1K Sold | — 8.1K shares | 8.2K → 8.1K −$1.1K | -0.15% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $727.9K 0.478% | -$67.0K Sold | — 11.3K shares | 12.3K → 11.3K −$67.0K | -8.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $657.7K 0.432% | -$85.2K Sold | — 7.5K shares | 8.4K → 7.5K −$85.2K | -11.47% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Property & Casualty Financial Services | $430.7K 0.283% | +$1.2K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$1.2K | +0.29% | $144.81B Large Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $315.2K 0.207% | +$315.2K Bought | 0.0% 627.0 shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $305.6K 0.201% | +$305.6K New | 0.0% 4.0K shares | 0 → 4.0K +$305.6K | New | $155.46B Large Cap | Q3 2025 Held for 2 months | |
Construction Industrials | $300.7K 0.198% | — | 0.002% 4.3K shares | — | — | $14.7B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $282.8K 0.186% | +$282.8K Bought | 0.0% 546.0 shares | — | — | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $206.5K 0.136% | +$206.5K Bought | 0.0% 811.0 shares | — | — | $3.78T Mega Cap | Q4 2024 Held for 11 months |
