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Disclosed positions
Fidato Wealth LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $86,245,961
- Reported amount
- 125,575
- Unit
- SH
- Option
- None
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What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-003019Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
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| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $86,245,961 | 125,575 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $44,940,668 | 557,784 | SH | None |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $14,223,174 | 543,699 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $11,584,135 | 148,686 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $8,155,144 | 10,890 | SH | None |
| SHERWIN WILLIAMS CO | SHW | COM | $1,913,708 | 5,558 | SH | None |
| ISHARES TR | AOA | CORE 80 20 ETF | $813,143 | 8,331 | SH | None |
| ISHARES TR | AOR | CORE 60 BALA ETF | $807,340 | 11,616 | SH | None |
| AMAZON COM INC | AMZN | COM | $639,705 | 2,684 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $621,947 | 6,450 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $409,415 | 1,874 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $348,535 | 3,971 | SH | None |
| NORFOLK SOUTHN CORP | NSC | COM | $209,014 | 664 | SH | None |
| MICROSOFT CORP | MSFT | COM | $205,161 | 550 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.