Moisand Fitzgerald Tamayo, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $760 Million distributed in 582 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $123M, Schwab Intermediate Term Us Tr with a value of $81.5M, Schwab Short Term Us Treasury with a value of $79.1M, American Centy ETF Tr Avantis with a value of $70M, and Dimensional ETF Tr U S Small C with a value of $60.8M.
Examining the 13F form we can see an increase of $63M in the current position value, from $697M to 760M.
Below you can find more details about Moisand Fitzgerald Tamayo, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$760 Million
ETFs: $647 Million
Technology: $11 Million
Industrials: $4.49 Million
Financial Services: $4.22 Million
Consumer Cyclical: $3.28 Million
Communication Services: $2.13 Million
Healthcare: $1.84 Million
Energy: $1.8 Million
Other: $3.27 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
