Moisand Fitzgerald Tamayo, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $813 Million distributed in 578 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $131M, Schwab Intermediate Term Us Tr with a value of $86.8M, Schwab Short Term Us Treasury with a value of $84M, American Centy ETF Tr Avantis with a value of $78.9M, and Dimensional ETF Tr U S Small C with a value of $65.3M.
Examining the 13F form we can see an increase of $53M in the current position value, from $760M to 813M.
Below you can find more details about Moisand Fitzgerald Tamayo, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$813 Million
ETFs: $688 Million
Technology: $12.3 Million
Industrials: $4.42 Million
Financial Services: $4.27 Million
Consumer Cyclical: $3.47 Million
Healthcare: $2.12 Million
Communication Services: $2.11 Million
Energy: $1.99 Million
Other: $3.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
