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Moisand Fitzgerald Tamayo, LLC

Moisand Fitzgerald Tamayo, LLC is an Investment Adviser institutional filer with the SEC under CIK 1649107, reporting 672 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: FL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-15

Top 10 portfolio positions

The largest reported holdings in Moisand Fitzgerald Tamayo, LLC's most recent 13F filing, ranked by reported market value.

  1. DIMENSIONAL ETF TRUST (DFAI)
  2. AMERICAN CENTY ETF TR (AVLV)
  3. SCHWAB STRATEGIC TR (SCHO)
  4. SCHWAB STRATEGIC TR (SCHR)
  5. DIMENSIONAL ETF TRUST (DFAS)
  6. AMERICAN CENTY ETF TR (AVUV)
  7. AMERICAN CENTY ETF TR (AVDV)
  8. AMERICAN CENTY ETF TR (AVMV)
  9. DIMENSIONAL ETF TRUST (DFUV)
  10. DIMENSIONAL ETF TRUST (DFAE)
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