Fidato Wealth LLC
CIK
1711360
Location
MIDDLEBURG HEIGHTS, OH
Portfolio Value
Micro
$3,786,509
Diversification
Highly concentrated
Filing Date
Global Rank
#8,036
/ 8,232
▲ 191
Top Industry
Specialty Chemicals
46.8%
3Y Alpha vs SPY
-8.9%
Period ended 2 months ago
Filed May 7, 2026 · 38d
15 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+40.2%
SPY
+76.3%
Annualised alpha
-8.9%
Max drawdown
−26.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
46.8%
+0.8 pts
Top 5
88.0%
+0.3 pts
Top 10
100.0%
0.0 pts
HHI
2,729
Highly concentrated+45
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 46.8% | $1,773,923 |
| Financial Services | 16.2% | $612,704 |
| Consumer Cyclical | 15.0% | $569,826 |
| Technology | 12.0% | $453,614 |
| Utilities | 9.9% | $376,442 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PGR | Progressive Corp/Oh/ | +117 | 1,870 | $370,708 | |
| MSFT | Microsoft Corp | +114 | 655 | $242,461 | |
| SHW | Sherwin Williams Co | +34 | 5,534 | $1,773,923 | |
| AAPL | Apple Inc. | +21 | 832 | $211,153 | |
| AMZN | Amazon Com Inc | +18 | 2,736 | $569,826 | |
| NEE | Nextera Energy Inc | +5 | 4,053 | $376,442 | |
| BRK-B | Berkshire Hathaway Inc | +3 | 505 | $241,996 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
7 positions ·
$3,786,509 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 5,534 | $1,773,923 | 46.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,736 | $569,826 | 15.05% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 4,053 | $376,442 | 9.94% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 1,870 | $370,708 | 9.79% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 655 | $242,461 | 6.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 505 | $241,996 | 6.39% | |
| AAPL |
Apple Inc.
Technology
|
Added | 832 | $211,153 | 5.58% |