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Eric Pucek

Fidato Wealth Llc

Assets Managed
$154.021M
Holdings
15
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
-1.61%(2Q avg: 0.65%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fidato Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.

Assets under management

The assets under management (AUM) of Fidato Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 154.021M in assets, with a quarterly growth rate of -1.61% and a 2-quarter average growth rate of 0.65%. The portfolio is managed by Eric Pucek, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.27%
49.44%
$76.138M
127,416 shares@ $597.56 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.29%
26.15%
$40.274M
140,240 shares@ $287.19 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 1.74%
8.18%
$12.593M
532,481 shares@ $23.66 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 2.67%
7.2%
$11.084M
141,360 shares@ $78.42 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.78%
5.22%
$8.025M
12,286 shares@ $653.2 avg price
SHW
Sherwin-williams Co The
Recent Activity
Increased 0.62%
1.16%
$1.774M
5,534 shares@ $320.53 avg price
AOR
Ishares Core Growth Allocati
Recent Activity
Decreased -1.65%
0.48%
$724,806
11,263 shares@ $64.36 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -0.98%
0.46%
$703,460
7,931 shares@ $88.7 avg price
AOA
Ishares Core Aggressive Allo
Recent Activity
Decreased -3.74%
0.45%
$692,118
7,821 shares@ $88.5 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.67%
0.37%
$569,827
2,736 shares@ $208.28 avg price

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