Moisand Fitzgerald Tamayo, LLC

CIK 0001649107 · ORLANDO, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Moisand Fitzgerald Tamayo, LLC reported 537 positions worth $1.02B as of June 30, 2026 (13F filed July 13, 2026). Largest holding: DFAI (14.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.02B
2026 Q2
Positions
537
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.0%
Est. Net Flow (Q)
2026 Q2
10 / 537 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFAIDIMENSIONAL ETF TRUSTSH$152.3M14.88%3,693,307
2AVLVAMERICAN CENTY ETF TRSH$123.7M12.08%1,356,674
3SCHRSCHWAB STRATEGIC TRSH$100.5M9.81%4,074,314
4SCHOSCHWAB STRATEGIC TRSH$98.5M9.62%4,082,346
5DFASDIMENSIONAL ETF TRUSTSH$80.7M7.88%979,623
6AVUVAMERICAN CENTY ETF TRSH$78.8M7.70%631,595
7AVDVAMERICAN CENTY ETF TRSH$39.6M3.86%384,008
8DFARDIMENSIONAL ETF TRUSTSH$38.1M3.72%1,455,484
9AVMVAMERICAN CENTY ETF TRSH$36.5M3.57%453,485
10DFUVDIMENSIONAL ETF TRUSTSH$29.4M2.87%535,101

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Moisand Fitzgerald Tamayo, LLC hold as of Q2 2026?

Moisand Fitzgerald Tamayo, LLC reported 537 positions worth $1.02B in its Q2 2026 13F filing. Largest positions: DFAI (14.9%), AVLV (12.1%), SCHR (9.8%), SCHO (9.6%) and DFAS (7.9%).

What did Moisand Fitzgerald Tamayo, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Moisand Fitzgerald Tamayo, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.