Fidato Wealth LLC

Portfolio Overview

Fidato Wealth LLC reported a dramatic portfolio contraction as of 2025-09-30. Total reported assets fell from $139.94 million to $12.01 million, a decline of $127.93 million or 91.4% quarter-over-quarter. The current 13F lists only 2 holdings and a highly concentrated structure: the portfolio is effectively $11.70 million in a single ETF holding and $0.306 million in one individual utility stock. This represents an extreme reduction in size and diversification relative to t...