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Fidato Wealth LLC
FIDATO Wealth LLC is a registered investment adviser based in Middleburg Heights, Ohio, founded in 2011. The firm specializes in comprehensive wealth management, asset management, and financial planning and consulting services for high-net-worth individuals, families, and small businesses. Serving clients seeking to grow and preserve wealth, its approach is grounded in personalized strategies and detailed financial planning. The firm is owned by Anthony S. D’Amico and Amy J. D’Amico and focuses on building deep client relationships, with an employee count ranging between 10-20 professionals.
Investment Strategy
Fidato Wealth employs a holistic, client-centric investment strategy tailored to each client’s goals, risk tolerance, and circumstances. Their approach emphasizes continuous supervision, portfolio customization with diversification across equities, bonds, ETFs, and mutual funds, and quarterly reviews with rebalancing as needed. The firm integrates investment management with multigenerational planning, estate and tax strategies, and serves as a virtual family office for many clients. They prioritize aligning portfolios to long-term objectives while minimizing complexity and promoting wealth preservation and growth across generations.
Latest 13F Filing Activity
Fidato Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions with a total 13F market value of $140M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Ishares TR among other positions. Fidato Wealth LLC reduced exposure to Apple Inc., Microsoft Corp., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 49.62% | $69.4M | 122,249 | $447.30 | $568.03 | +$10.4M |
V VO | VANGUARD INDEX FDS | 26.24% | $36.7M | 131,244 | $236.25 | $279.83 | +$4.4M |
D DFAR | DIMENSIONAL ETF TRUST | 7.73% | $10.8M | 461,044 | $22.80 | $23.46 | +$609.0K |
B BSV | VANGUARD BD INDEX FDS | 6.93% | $9.7M | 123,144 | $77.12 | $78.70 | +$397.2K |
I IVV | ISHARES TR | 6.02% | $8.4M | 13,563 | $477.63 | $620.90 | +$672.9K |
Industry Allocation
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