What does Moisand Fitzgerald Tamayo, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Moisand Fitzgerald Tamayo, LLC

1. Portfolio Overview

The most striking feature of this filing is the dramatic expansion in portfolio size. Moisand Fitzgerald Tamayo, LLC reported a total portfolio value of $885.55 million as of December 31, 2025, representing a massive +159.8% increase from the previous quarter's value of $340.89 million. This growth suggests a significant influx of new client assets or capital deployment rather than merel...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DFAI

DIMENSIONAL ETF TRUST

$140M3.6M15.1%

AVLV

AMERICAN CENTY ETF TR

$110M1.4M11.8%

SCHR

SCHWAB STRATEGIC TR

$97M3.9M10.4%

SCHO

SCHWAB STRATEGIC TR

$95M3.9M10.2%

AVUV

AMERICAN CENTY ETF TR

$70M633K7.5%

DFAS

DIMENSIONAL ETF TRUST

$69M970K7.4%

AVDV

AMERICAN CENTY ETF TR

$38M378K4.1%

DFAR

DIMENSIONAL ETF TRUST

$34M1.4M3.7%

AVMV

AMERICAN CENTY ETF TR

$33M445K3.5%

DFUV

DIMENSIONAL ETF TRUST

$26M545K2.8%

Filing history

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