Moisand Fitzgerald Tamayo, LLC
CIK 0001649107 · ORLANDO, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗
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
Top Holdings
DFAI
DIMENSIONAL ETF TRUST
14.9%
AVLV
AMERICAN CENTY ETF TR
12.1%
SCHR
SCHWAB STRATEGIC TR
9.8%
SCHO
SCHWAB STRATEGIC TR
9.6%
DFAS
DIMENSIONAL ETF TRUST
7.9%
AVUV
AMERICAN CENTY ETF TR
7.7%
AVDV
AMERICAN CENTY ETF TR
3.9%
DFAR
DIMENSIONAL ETF TRUST
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.