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Asset Manager ← All Institutions

Fidato Wealth LLC

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

Q4 2025 · Filed 2026-02-13

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$145M

+2.9%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

99.3%

Turnover

13.3%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
VOO	54.58%	53.98%	+0.60%	$79M
AMZN	0.43%	0.00%	+0.43%	$627K
BSV	7.51%	7.30%	+0.20%	$11M
AOA	0.50%	0.47%	+0.04%	$728K
NEE	0.22%	0.22%	+0.01%	$325K
AAPL	0.15%	0.15%	+0.01%	$221K

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
IVV	5.93%	6.35%	-0.42%	$9M
VO	27.80%	28.19%	-0.39%	$40M
MAS	0.00%	0.21%	-0.21%	$0
SHW	1.23%	1.35%	-0.12%	$2M
BRK-B	0.17%	0.22%	-0.05%	$252K
VNQ	0.49%	0.53%	-0.04%	$709K
PGR	0.28%	0.31%	-0.03%	$399K
MSFT	0.18%	0.20%	-0.02%	$262K
AOR	0.52%	0.52%	-0.00%	$745K

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	$129M	89.3%
Large Cap	6	$14M	9.7%
Mid Cap	2	$1M	1.0%

Portfolio Analytics

Avg Market Cap

$1.1T

Median Market Cap

$160.3B

Avg P/E

21.5

Median P/E

18.6

Avg Dividend Yield

0.02%

Avg Beta

0.93

# Stocks

# ETFs / Funds

Top Holdings (15 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	VOO	54.58%	125,821	$79M	$627.13	$3M	+2,024	+1.6%
2	VO	27.80%	138,455	$40M	$290.22	$601K	+3,704	+2.8%
3	BSV	7.51%	137,686	$11M	$78.81	$595K	+7,721	+5.9%
4	IVV	5.93%	12,509	$9M	$684.92	-$350K	-814	-6.1%
5	SHW	1.23%	5,500	$2M	$324.01	-$116K	+19	+0.3%
6	AOR	0.52%	11,453	$745K	$65.01	$17K	+146	+1.3%
7	AOA	0.50%	8,125	$728K	$89.56	$70K	+663	+8.9%
8	VNQ	0.49%	8,010	$709K	$88.49	-$35K	-130	-1.6%
9	AMZN	0.43%	2,718	$627K	$230.82	—	+2,718	—	NEW
10	PGR	0.28%	1,753	$399K	$227.78	-$31K	+9	+0.5%
11	NEE	0.22%	4,048	$325K	$80.28	$19K	—	—
12	MSFT	0.18%	541	$262K	$483.62	-$21K	-5	-0.9%
13	BRK-B	0.17%	502	$252K	$502.65	-$63K	-125	-19.9%
14	AAPL	0.15%	811	$221K	$271.92	$14K	—	—
15	MAS	—%	—	—	—	-$301K	-4,272	-100.0%	SOLD

New Positions

Symbol	Value	% Port
AMZN	$627K	0.43%

Sold Out Positions

Symbol	Value	% Port
MAS	—	—%

View SEC EDGAR Filings for Fidato Wealth LLC →