Moisand Fitzgerald Tamayo, LLC Portfolio Holdings

Moisand Fitzgerald Tamayo, LLC

  • $813 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.54T
$250,000 0.03% of portfolio
1,142
Q3 2025 Added 18.71%
$939B
$219,000 0.03% of portfolio
288
Q3 2025 Added 16.13%
$0
$254,000 0.03% of portfolio
549
Q1 2024 Reduced 4.36%
$0
$213,000 0.03% of portfolio
1,500
Q2 2025 Added 7.14%
$0
$212,000 0.03% of portfolio
4,596
Q3 2025 Reduced 1.54%
$28.4B
$222,000 0.03% of portfolio
1,023
Q1 2025 Added 4,347.83%
$0
$204,000 0.03% of portfolio
3,693
Q1 2025 Reduced 1.49%
$153B
$240,000 0.03% of portfolio
975
Q1 2024 Reduced 8.45%
$99.2B
$257,000 0.03% of portfolio
3,046
Q1 2024 Reduced 0.91%
$0
$226,000 0.03% of portfolio
3,344
Q4 2024 Added 0.36%
$107B
$210,000 0.03% of portfolio
1,737
Q3 2025 Added 10.36%
$1.78T
$207,000 0.03% of portfolio
850
Q3 2025 Reduced 6.28%
$27.7B
$123,000 0.02% of portfolio
2,451
Q3 2025 Reduced 45.06%
$1.74T
$150,000 0.02% of portfolio
621
Q3 2025 Reduced 2.36%
$0
$179,000 0.02% of portfolio
676
Q3 2024 New
$281B
$124,000 0.02% of portfolio
443
Q2 2025 Reduced 1.34%
$0
$186,000 0.02% of portfolio
250
Q3 2022 Reduced 3.1%
$0
$144,000 0.02% of portfolio
652
Q2 2022 New
$171B
$155,000 0.02% of portfolio
3,537
Q2 2025 Reduced 23.11%
$0
$125,000 0.02% of portfolio
688
Q2 2025 Reduced 4.04%
$0
$155,000 0.02% of portfolio
763
Q1 2025 Reduced 13.3%
$926B
$156,000 0.02% of portfolio
496
Q1 2025 Reduced 4.06%
$0
$142,000 0.02% of portfolio
800
Q4 2022 New
$0
$159,000 0.02% of portfolio
1,502
Q3 2025 Reduced 10.75%
$0
$175,000 0.02% of portfolio
2,936
Q2 2025 Reduced 22.41%
$306B
$160,000 0.02% of portfolio
1,035
Q1 2025 Reduced 20.63%
$0
$129,000 0.02% of portfolio
3,213
Q2 2025 Reduced 2.49%
$21B
$138,000 0.02% of portfolio
730
Q2 2025 Reduced 65.52%
$352B
$136,000 0.02% of portfolio
890
Q1 2025 Reduced 18.05%
$0
$126,000 0.02% of portfolio
1,447
Q3 2025 Reduced 0.75%
$1.39T
$149,000 0.02% of portfolio
337
Q3 2025 Reduced 2.03%
$115B
$190,000 0.02% of portfolio
2,018
Q1 2025 Added 130.1%
$2.16B
$142,000 0.02% of portfolio
441
Q3 2025 Added 98.65%
$143B
$197,000 0.02% of portfolio
7,751
Q3 2025 Reduced 1.9%
$0
$50,000 0.01% of portfolio
505
Q3 2024 New
$0
$46,000 0.01% of portfolio
284
Q3 2024 New
$83.4B
$48,000 0.01% of portfolio
219
Q4 2022 Added 36.88%
$56B
$47,000 0.01% of portfolio
2,445
Q1 2025 Added 2.3%
$0
$120,000 0.01% of portfolio
1,060
Q2 2025 Reduced 5.61%
$110B
$42,000 0.01% of portfolio
300
Q3 2025 Reduced 4.76%
$263B
$78,000 0.01% of portfolio
469
Q2 2024 Reduced 17.86%
$0
$58,000 0.01% of portfolio
461
Q3 2025 Reduced 0.22%
$3.08B
$59,000 0.01% of portfolio
1,000
Q1 2025 New
$327B
$67,000 0.01% of portfolio
804
Q1 2025 Reduced 16.68%
$340B
$78,000 0.01% of portfolio
262
Q1 2025 Added 91.24%
$99.2B
$58,000 0.01% of portfolio
617
Q3 2024 Reduced 33.44%
$0
$56,000 0.01% of portfolio
434
Q4 2024 Reduced 65.85%
$277B
$71,000 0.01% of portfolio
90
Q3 2025 Added 50.0%
$0
$109,000 0.01% of portfolio
3,249
Q4 2017 Added 200.0%

Summary

  • Portfolio
  • No. of Stocks 578
  • Current Value $813 Million
  • Prior Value $760 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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