Moisand Fitzgerald Tamayo, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$930.6M
Q ending 2026-03-31
Prior quarter
$885.6M
Q ending 2025-12-31
Change
+5.1% QoQ · +28.7% YoY
Positions
518
reported holdings
Largest positions
Top 100 of 518 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAI | Shares | $140.2M | 3.6M |
| American Centy Etf Tr | AVLV | Shares | $109.5M | 1.4M |
| Schwab Strategic Tr | SCHR | Shares | $97.1M | 3.9M |
| Schwab Strategic Tr | SCHO | Shares | $95.2M | 3.9M |
| American Centy Etf Tr | AVUV | Shares | $69.9M | 633K |
| Dimensional Etf Trust | DFAS | Shares | $69.0M | 970K |
| American Centy Etf Tr | AVDV | Shares | $37.8M | 378K |
| Dimensional Etf Trust | DFAR | Shares | $34.2M | 1.4M |
| American Centy Etf Tr | AVMV | Shares | $33.0M | 445K |
| Dimensional Etf Trust | DFUV | Shares | $26.4M | 545K |
| Dimensional Etf Trust | DFAE | Shares | $19.9M | 588K |
| Ishares Tr | IVV | Shares | $15.0M | 23K |
| Vanguard Index Fds | VOO | Shares | $12.6M | 21K |
| Dimensional Etf Trust | DFAT | Shares | $11.9M | 190K |
| Dimensional Etf Trust | DFAX | Shares | $10.0M | 294K |
| Schwab Strategic Tr | SCHM | Shares | $8.2M | 264K |
| Ea Series Trust | BOXX | Shares | $5.9M | 51K |
| Spdr Series Trust | SPYM | Shares | $5.6M | 73K |
| Vanguard Index Fds | VTI | Shares | $5.4M | 17K |
| Dimensional Etf Trust | DFIC | Shares | $4.7M | 133K |
| Dimensional Etf Trust | DFIV | Shares | $4.7M | 89K |
| Ishares Tr | IWB | Shares | $4.6M | 13K |
| American Centy Etf Tr | AVDE | Shares | $4.3M | 50K |
| Vanguard Index Fds | VTV | Shares | $3.9M | 20K |
| Vanguard Index Fds | VO | Shares | $3.7M | 13K |
| Schwab Strategic Tr | SCHH | Shares | $3.7M | 170K |
| Apple Inc | AAPL | Shares | $3.3M | 13K |
| Dimensional Etf Trust | DFUS | Shares | $2.9M | 41K |
| Schwab Strategic Tr | SCHF | Shares | $2.8M | 115K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.6M | 35K |
| Nvidia Corporation | NVDA | Shares | $2.6M | 15K |
| Spdr Series Trust | SPMD | Shares | $2.4M | 40K |
| Vanguard Index Fds | VB | Shares | $2.3M | 9K |
| Dimensional Etf Trust | DFSV | Shares | $2.2M | 62K |
| Vanguard Bd Index Fds | BSV | Shares | $2.1M | 27K |
| Vanguard Bd Index Fds | BIV | Shares | $2.1M | 27K |
| Schwab Strategic Tr | SCHA | Shares | $2.0M | 70K |
| Ishares Tr | IWV | Shares | $2.0M | 6K |
| Schwab Strategic Tr | SCHX | Shares | $2.0M | 79K |
| Lam Research Corp | LRCX | Shares | $1.9M | 9K |
| Schwab Strategic Tr | SCHV | Shares | $1.8M | 61K |
| Microsoft Corp | MSFT | Shares | $1.8M | 5K |
| L3Harris Technologies Inc | LHX | Shares | $1.7M | 5K |
| Dimensional Etf Trust | DISV | Shares | $1.7M | 43K |
| American Centy Etf Tr | AVSC | Shares | $1.7M | 27K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.5M | 2K |
| Ishares Tr | IVE | Shares | $1.5M | 7K |
| Exxon Mobil Corp | XOM | Shares | $1.4M | 8K |
| Ishares Tr | IWC | Shares | $1.4M | 9K |
| Spdr Series Trust | SLYV | Shares | $1.3M | 14K |
| Vanguard Index Fds | VBR | Shares | $1.1M | 5K |
| Ishares Tr | IWM | Shares | $1.1M | 4K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 5K |
| Ishares Tr | IJR | Shares | $986K | 8K |
| Deere & Co | DE | Shares | $942K | 2K |
| Vanguard Index Fds | VV | Shares | $927K | 3K |
| Ishares Tr | USRT | Shares | $872K | 15K |
| Schwab Strategic Tr | SCHC | Shares | $867K | 19K |
| Ishares Tr | IJH | Shares | $848K | 13K |
| Ishares Tr | SGOV | Shares | $839K | 8K |
| Woodward Inc | WWD | Shares | $818K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $806K | 2K |
| Ishares Tr | EFA | Shares | $779K | 8K |
| American Express Co | AXP | Shares | $722K | 2K |
| Vanguard Index Fds | VNQ | Shares | $698K | 8K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $639K | 2K |
| Valero Energy Corp | VLO | Shares | $636K | 3K |
| Dimensional Etf Trust | DFEV | Shares | $631K | 18K |
| Coca Cola Co | KO | Shares | $611K | 8K |
| American Centy Etf Tr | AVIV | Shares | $609K | 8K |
| Truist Finl Corp | TFC | Shares | $574K | 12K |
| Wec Energy Group Inc | WEC | Shares | $566K | 5K |
| Ishares Tr | SCZ | Shares | $547K | 7K |
| Dimensional Etf Trust | DFAC | Shares | $532K | 14K |
| Tjx Cos Inc New | TJX | Shares | $506K | 3K |
| Texas Instrs Inc | TXN | Shares | $506K | 3K |
| Wisdomtree Tr | DLN | Shares | $506K | 6K |
| Oracle Corp | ORCL | Shares | $492K | 3K |
| Crh Plc | Shares | $483K | 5K | |
| Disney Walt Co | DIS | Shares | $478K | 5K |
| Walmart Inc | WMT | Shares | $466K | 4K |
| Northrop Grumman Corp | NOC | Shares | $461K | 675 |
| Nextera Energy Inc | NEE | Shares | $437K | 5K |
| Royal Caribbean Group | Shares | $423K | 2K | |
| Ishares Tr | IVW | Shares | $414K | 4K |
| Spdr Index Shs Fds | SPDW | Shares | $407K | 9K |
| Home Depot Inc | HD | Shares | $398K | 1K |
| Spdr Series Trust | RWR | Shares | $379K | 4K |
| Ionis Pharmaceuticals Inc | IONS | Shares | $375K | 5K |
| Vanguard Intl Equity Index F | VSS | Shares | $373K | 3K |
| American Centy Etf Tr | AVEM | Shares | $334K | 4K |
| Ishares Tr | IWN | Shares | $333K | 2K |
| Southern Copper Corp | SCCO | Shares | $304K | 2K |
| Vanguard Index Fds | VBK | Shares | $301K | 996 |
| At&T Inc | T | Shares | $298K | 10K |
| American Centy Etf Tr | AVUS | Shares | $293K | 3K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $276K | 1K |
| Starbucks Corp | SBUX | Shares | $273K | 3K |
| Jabil Inc | JBL | Shares | $272K | 1K |
| Conocophillips | COP | Shares | $266K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.