Moisand Fitzgerald Tamayo, LLC
CIK 1649107
13F filing for Q2 2026・No. 2,546
- Holdings
- US$1.02B
- Quarter change
- +US$93.41M
- Entries
- 537
- Net bought (estimate)
- +US$14.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 32
- Sold out 10
- Cut 60
- Added 86
- Corporate actions 0
- Unchanged 356
Largest holdings
534 stocks worth US$1.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 3,693,307 | US$152.35M | 14.88% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Cut | 1,356,674 | US$123.74M | 12.08% |
| SCHWAB STRATEGIC TRINT-TRM U.S TRES | Added | 4,074,314 | US$100.47M | 9.81% |
| SCHWAB STRATEGIC TRSHT TM US TRES | Added | 4,082,346 | US$98.55M | 9.62% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 979,623 | US$80.66M | 7.88% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 631,595 | US$78.8M | 7.70% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 384,008 | US$39.57M | 3.86% |
| DIMENSIONAL ETF TRUSTUS REAL ESTA ETF | Added | 1,455,484 | US$38.08M | 3.72% |
| AMERICAN CENTY ETF TRAVAN US VALU ETF | Added | 453,485 | US$36.52M | 3.57% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 535,101 | US$29.44M | 2.87% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.