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Latest Moisand Fitzgerald Tamayo, LLC Stock Portfolio

$1.02Billion | No. of Holdings #533

Moisand Fitzgerald Tamayo, LLC Performance

2026 Q2+7.47%
YTD+10.03%
2025+13.15%

About Moisand Fitzgerald Tamayo, LLC and 13F Hedge Fund Stock Holdings

Moisand Fitzgerald Tamayo, LLC is a hedge fund based in Orlando, FL. On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Moisand Fitzgerald Tamayo, LLC reported an equity portfolio of $1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Moisand Fitzgerald Tamayo, LLC are DFAC, AEMB, FNDA. The fund has invested 14.9% of it's portfolio in DIMENSIONAL ETF TRUST and 12.1% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off CBRE GROUP INC (CBRE), HONEYWELL INTL INC (HON) and CARNIVAL CORP (CCL) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), MERCADOLIBRE INC (MELI) and SELECT SECTOR SPDR TR (XLB). Moisand Fitzgerald Tamayo, LLC opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), FIDELITY WISE ORIGIN BITCOIN and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD STAR FDS (VXUS), TAIWAN SEMICONDUCTOR MANUFAC (TSM) and VANGUARD WORLD FD (VAW).
Moisand Fitzgerald Tamayo, LLC Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$1.02Billion
  as of Jul 13, 2026

Moisand Fitzgerald Tamayo, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Moisand Fitzgerald Tamayo, LLC made a return of 7.47% in the last quarter. In trailing 12 months, it's portfolio return was 18.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity covington trust639,881
fidelity wise origin bitcoin145,493
ishares tr105,955
fidelity merrimack str tr43,656
ishares tr43,014
carnival corp ltd34,284
space exploration techn corp27,338
welltower inc25,648
New stocks bought by Moisand Fitzgerald Tamayo, LLC

Additions

Ticker% Inc.
vanguard star fds2,957
taiwan semiconductor manufac2,250
vanguard world fd700
vanguard index fds504
vanguard admiral fds inc500
tesla inc355
prologis inc.328
franklin xrp trust303
Additions to existing portfolio by Moisand Fitzgerald Tamayo, LLC

Reductions

Ticker% Reduced
ishares tr-55.06
mercadolibre inc-33.33
select sector spdr tr-28.18
ford mtr co-26.99
goldman sachs etf tr-18.2
boeing co-11.63
american centy etf tr-9.26
apple inc-8.75
Moisand Fitzgerald Tamayo, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Moisand Fitzgerald Tamayo, LLC

Sector Distribution

Moisand Fitzgerald Tamayo, LLC has about 96.2% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others96.2
Technology1.6

Market Cap. Distribution

Moisand Fitzgerald Tamayo, LLC has about 3.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED96.2
MEGA-CAP2.3
LARGE-CAP1.4

Stocks belong to which Index?

About 3.5% of the stocks held by Moisand Fitzgerald Tamayo, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.4
S&P 5003.5
Top 5 Winners (%)%
AMD
advanced micro devices inc
185.6 %
MRAM
everspin technologies inc
174.9 %
YNDX
nebius group n.v.
166.2 %
OGN
organon & co
125.8 %
PANW
palo alto networks inc
112.7 %
Top 5 Winners ($)$
AEMB
american centy etf tr
14.4 M
DFAC
dimensional etf trust
10.9 M
AEMB
american centy etf tr
9.0 M
DFAC
dimensional etf trust
8.4 M
DFAC
dimensional etf trust
3.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
IVOG
vanguard admiral fds inc
-69.7 %
EMBC
embecta corp
-63.2 %
VB
vanguard index fds
-61.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-6.7 M
FNDA
schwab strategic tr
-1.0 M
VAW
vanguard world fd
-0.7 M
FNDA
schwab strategic tr
-0.5 M
XOM
exxon mobil corp
-0.3 M

Moisand Fitzgerald Tamayo, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Moisand Fitzgerald Tamayo, LLC

Moisand Fitzgerald Tamayo, LLC has 533 stocks in it's portfolio. About 76% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Moisand Fitzgerald Tamayo, LLC last quarter.

$1.02BTotal Value
498Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Moisand Fitzgerald Tamayo, LLC, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0.17%8,910
$1.78M
0.17%
decreased 0.08 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0.1%14,599
$970.1K
0.1%
decreased 0.94 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0.06%6,981
$574.4K
0.06%
increased 0.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0.02%2,930
$224.3K
0.02%
decreased 0.64 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0.01%1,393
$149.9K
0.01%
increased 41.28 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0.01%1,060
$131.9K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0.01%774
$76.1K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0.01%461
$65.6K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0%404
$43.0K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0%1,046
$31.9K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0%48.00
$11.6K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0%25.00
$3.9K
0%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Moisand Fitzgerald Tamayo, LLC's holding in Alps Etf Tr over time
0%500
$19.1K
0%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Moisand Fitzgerald Tamayo, LLC's holding in Alps Etf Tr over time
0%206
$10.7K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Moisand Fitzgerald Tamayo, LLC's holding in Ishares Tr over time
0%386
$8.7K
0%
unchanged 0 percentunchanged