§ 13F · FUND PROFILE
Moisand Fitzgerald Tamayo, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $849M (13F)Positions · 577Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$239K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 3.60M | $140M | 15.1% | −1% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 1.36M | $110M | 11.8% | +19% |
| 3 | SCHR | SCHWAB STRATEGIC TR | 3.90M | $97M | 10.4% | +7% |
| 4 | SCHO | SCHWAB STRATEGIC TR | 3.92M | $95M | 10.2% | +7% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 633K | $70M | 7.5% | −2% |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 970K | $69M | 7.4% | ±0% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 378K | $38M | 4.1% | −5% |
| 8 | DFAR | DIMENSIONAL ETF TRUST | 1.44M | $34M | 3.7% | +6% |
| 9 | AVMV | AMERICAN CENTY ETF TR | 445K | $33M | 3.5% | ±0% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 545K | $26M | 2.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOISAND SIGNAL
AC read
Moisand Fitzgerald Tamayo, LLC is a Other fund managing $849 million in assets. The fund runs a broad portfolio of 577 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed