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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $931M AUM 518 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 28 Added 79 Reduced 16 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STRATEGY INC 692.0 $49K 0.01% +19.0 +2.8% $70.70
22 DFCF DIMENSIONAL ETF TRUST 847.0 $36K 0.00% +6.0 +0.7% $42.24 -1.4%
23 LUV SOUTHWEST AIRLS CO Industrials 520.0 $20K 0.00% +7.0 +1.4% $37.54 +2.2%
24 FITB FIFTH THIRD BANCORP Financial Services 377.0 $18K 0.00% +268.0 +245.9% $46.46 +3.2%
25 ARKK ARK ETF TR 250.0 $17K 0.00% +25.0 +11.1% $67.59 +9.2%
26 RWX SPDR INDEX SHS FDS 311.0 $8K 0.00% +2.0 +0.7% $26.60 +2.7%
27 NKE NIKE INC Consumer Cyclical 139.0 $7K 0.00% +1.0 +0.7% $52.73 -19.3%
28 SF STIFEL FINL CORP Financial Services 37.0 $3K +12.0 +48.0% $73.95 +0.1%
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Financial Services 14.6%
Industrials 13.6%
Consumer Cyclical 8.9%
Energy 7.5%
Healthcare 6.5%
Communication Services 5.1%
Consumer Defensive 4.5%
Utilities 3.8%
Basic Materials 1.4%