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Asset Manager ← All Institutions

Fidato Wealth LLC

7530 LUCERNE DRIVE SUITE 400, MIDDLEBURG HEIGHTS, OH 44130 • 440-572-5552

Q2 2026 · Filed 2026-08-03

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$157M

+10.9%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

99.5%

Turnover

20.0%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
VOO	54.97%	53.83%	+1.14%	$86M
VO	28.64%	28.48%	+0.17%	$45M
NSC	0.13%	0.00%	+0.13%	$209K
AOA	0.52%	0.49%	+0.03%	$813K
AMZN	0.41%	0.40%	+0.00%	$640K
AOR	0.51%	0.51%	+0.00%	$807K

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
IVV	5.20%	5.67%	-0.48%	$8M
BSV	7.38%	7.84%	-0.45%	$12M
BRK-B	0.00%	0.17%	-0.17%	$0
AAPL	0.00%	0.15%	-0.15%	$0
VNQ	0.40%	0.50%	-0.10%	$622K
NEE	0.22%	0.27%	-0.04%	$349K
MSFT	0.13%	0.17%	-0.04%	$205K
SHW	1.22%	1.25%	-0.03%	$2M
PGR	0.26%	0.26%	-0.00%	$409K

Sector Allocation Over Time

Industry Breakdown

Industry	Weight
Financial Services	97.9%
Basic Materials	1.2%
Consumer Cyclical	0.4%
Technology	0.3%
Utilities	0.2%

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	7	$140M	89.4%
Large Cap	6	$15M	9.6%
Mid Cap	2	$2M	1.0%

Portfolio Analytics

Avg Market Cap

$1.1T

Median Market Cap

$160.3B

Avg P/E

22.9

Median P/E

23.5

Avg Dividend Yield

0.02%

Avg Beta

0.92

# Stocks

# ETFs / Funds

Top Holdings (15 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	VOO	54.97%	125,575	$86M	$686.81	$10M	-1,841	-1.4%
2	VO	28.64%	557,784	$45M	$80.57	$5M	+417,544	+297.7%
3	BSV	7.38%	148,686	$12M	$77.91	$500K	+7,326	+5.2%
4	IVV	5.20%	10,890	$8M	$748.87	$130K	-1,396	-11.4%
5	SHW	1.22%	5,558	$2M	$344.32	$140K	+24	+0.4%
6	AOA	0.52%	8,331	$813K	$97.60	$121K	+510	+6.5%
7	AOR	0.51%	11,616	$807K	$69.50	$83K	+353	+3.1%
8	AMZN	0.41%	2,684	$640K	$238.34	$70K	-52	-1.9%
9	VNQ	0.40%	6,450	$622K	$96.43	-$82K	-1,481	-18.7%
10	PGR	0.26%	1,874	$409K	$218.47	$39K	+4	+0.2%
11	NEE	0.22%	3,971	$349K	$87.77	-$28K	-82	-2.0%
12	NSC	0.13%	664	$209K	$314.78	—	+664	—	NEW
13	MSFT	0.13%	550	$205K	$373.02	-$37K	-105	-16.0%
14	BRK-B	—%	—	—	—	-$242K	-505	-100.0%	SOLD
15	AAPL	—%	—	—	—	-$211K	-832	-100.0%	SOLD

New Positions

Symbol	Value	% Port
NSC	$209K	0.13%

Sold Out Positions

Symbol	Value	% Port
BRK-B	—	—%
AAPL	—	—%

View SEC EDGAR Filings for Fidato Wealth LLC →