Moisand Fitzgerald Tamayo
$995M 13F equity value
695 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Moisand Fitzgerald Tamayo covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 3,772,461 | $156M | 15.7% |
| AVLV | AMERICAN CENTY ETF TR | 1,374,353 | $124M | 12.5% |
| SCHO | SCHWAB STRATEGIC TR | 4,412,615 | $105M | 10.6% |
| SCHR | SCHWAB STRATEGIC TR | 4,430,741 | $105M | 10.5% |
| DFAS | DIMENSIONAL ETF TRUST | 994,747 | $77M | 7.7% |
| AVUV | AMERICAN CENTY ETF TR | 639,896 | $75M | 7.6% |
| AVDV | AMERICAN CENTY ETF TR | 400,502 | $44M | 4.4% |
| AVMV | AMERICAN CENTY ETF TR | 471,184 | $36M | 3.6% |
| DFUV | DIMENSIONAL ETF TRUST | 519,604 | $29M | 2.9% |
| DFAE | DIMENSIONAL ETF TRUST | 604,724 | $24M | 2.4% |
Track Moisand Fitzgerald Tamayo's 13F portfolio: $995M in reported holdings, 695 positions. Top holdings and quarterly changes on SentiSense.
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