AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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