Fidato Wealth LLC

CIK

1711360

Location

MIDDLEBURG HEIGHTS, OH

Portfolio Value

Micro $3,725,391

Diversification

Highly concentrated

Filing Date

Global Rank

#8,344 / 8,517 ▲ 212

Top Industry

Specialty Chemicals 51.4%

3Y Alpha vs SPY

-7.3%

Period ended 46 days ago

Filed Aug 3, 2026 · 12d

16 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+41.9%

SPY

+75.3%

Annualised alpha

-8.2%

Max drawdown

−24.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

51.4%

+11.8 pts

Top 5

94.5%

+10.0 pts

Top 10

100.0%

0.0 pts

HHI

3,204

Highly concentrated+1,014

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Basic Materials	51.4%	$1,913,730	1
Consumer Cyclical	17.2%	$639,704	1
Financial Services	11.0%	$409,375	1
Utilities	9.4%	$348,534	1
Industrials	5.6%	$208,887	1
Technology	5.5%	$205,161	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
SHW	Sherwin Williams Co	+24	5,558	$1,913,730
PGR	Progressive Corp/Oh/	+4	1,874	$409,375
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−105	550	$205,161
NEE	Nextera Energy Inc	−82	3,971	$348,534
AMZN	Amazon Com Inc	−52	2,684	$639,704
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NSC	Norfolk Southern Corp	664	$208,887
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AOA	iShares Core 80/20 Aggressive Allocation ETF	7,821	$692,080
BRK-B	Berkshire Hathaway Inc	505	$241,996
AAPL	Apple Inc.	832	$211,153
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 tracked positions · $3,725,391 total · filing declares 14 positions · $171,117,050 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SHW	Sherwin Williams Co Basic Materials	Added	5,558	+24	$1,913,730	+7.9%	51.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,684	-52	$639,704	+12.3%	17.17%
PGR	Progressive Corp/Oh/ Financial Services	Added	1,874	+4	$409,375	+10.4%	10.99%
NEE	Nextera Energy Inc Utilities	Reduced	3,971	-82	$348,534	−7.4%	9.36%
NSC	Norfolk Southern Corp Industrials	NEW	664	NEW	$208,887	NEW	5.61%
MSFT	Microsoft Corp Technology	Reduced	550	-105	$205,161	−15.4%	5.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.