Fidato Wealth LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 31 distinct positions held by the firm, managed by Ian McDonald.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings being the iShares Core S&P 500 ETF and the iShares Core 60 Balanced ETF. Fidato Wealth holds 10,797 shares of the iShares Core S&P 500 ETF and 11,667 shares of the iShares Core 60 Balanced ETF.
Among individual stock holdings, the firm lists Alphabet Inc. Class A, Amazon.com Inc., Apple Inc., and Berkshire Hathaway Inc. as significant positions. Fidato Wealth holds 3,240 shares of Alphabet Class A and 3,296 shares of Amazon. The firm also holds 8,809 shares of Apple and 1,104 shares of Berkshire Hathaway Class B.
Other notable individual stock positions include Microsoft Corporation, NVIDIA Corporation, and Eli Lilly & Co. Fidato Wealth holds 5,065 shares of Microsoft and 4,584 shares of NVIDIA. The firm also lists 252 shares of Eli Lilly & Co.
The filing also includes positions in Johnson & Johnson, JPMorgan Chase & Co., and Merck & Co. Fidato Wealth holds 786 shares of Johnson & Johnson, 1,129 shares of JPMorgan Chase, and 1,495 shares of Merck & Co.
The portfolio also includes positions in Vanguard ETFs, including the Vanguard Short-Term Bond ETF, the Vanguard Mid-Cap ETF, and the Vanguard Total Stock Market ETF. Fidato Wealth holds 154,543 shares of the Vanguard Short-Term Bond ETF, 563,495 shares of the Vanguard Mid-Cap ETF, and 126,813 shares of the Vanguard S&P 500 ETF.
