Moisand Fitzgerald Tamayo, LLC - Portfolio Stock Holdings
Moisand Fitzgerald Tamayo, LLC disclosed 538 stock positions in a recent SEC 13F filing. $1,023,891,917 of stock holdings were filed, with the largest holdings including DFAI, AVLV, and SCHR. This filing represented positions held on June 30, 2026, and was filed on July 13, 2026.We estimate the fund has a total AUM of $1,350,217,545 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
538Est. Stock Holding Value:
$1,023,891,917Top Stock Holdings By Sector
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Portfolio Stock Holdings - Moisand Fitzgerald Tamayo, LLC
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