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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $1.0B AUM 537 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 78 Added 46 Reduced 13 Exited
Page 12 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 V VISA INC Financial Services 128.0 $44K 0.00% $343.09 +6.4%
222 FMUN FIDELITY MERRIMACK STR TR 866.0 $44K 0.00% NEW $50.41 -1.6%
223 IEMG ISHARES INC 524.0 $43K 0.00% $82.84 -3.7%
224 SUB ISHARES TR 404.0 $43K 0.00% NEW $106.47 -0.2%
225 VOOG VANGUARD ADMIRAL FDS INC 516.0 $43K 0.00% +430.0 +500.0% $82.62 +1.7%
226 J JACOBS SOLUTIONS INC Industrials 336.0 $42K 0.00% $126.00 +14.2%
227 STRATEGY INC 716.0 $42K 0.00% +24.0 +3.5% $58.81
228 MRK MERCK & CO INC Healthcare 327.0 $42K 0.00% $128.50 +5.9%
229 BA BOEING CO Industrials 190.0 $41K 0.00% -25.0 -11.6% $216.47 +4.2%
230 PLTR PALANTIR TECHNOLOGIES INC Technology 350.0 $41K 0.00% +15.0 +4.5% $116.67 +47.3%
231 NBH NEUBERGER MUN FD INC Financial Services 3,736.0 $39K 0.00% $10.55 -2.7%
232 RJF RAYMOND JAMES FINL INC Financial Services 258.0 $39K 0.00% $152.03 +18.5%
233 VUG VANGUARD INDEX FDS 447.0 $39K 0.00% +373.0 +504.1% $86.14 +2.1%
234 MSTR STRATEGY INC Technology 441.0 $38K 0.00% $86.93 +9.6%
235 AFL AFLAC INC Financial Services 322.0 $38K 0.00% $117.25 +4.1%
236 SPTS SPDR SERIES TRUST 1,291.0 $37K 0.00% $29.01 -0.2%
237 VXUS VANGUARD STAR FDS 428.0 $37K 0.00% +414.0 +2957.1% $85.49 +1.2%
238 DFCF DIMENSIONAL ETF TRUST 856.0 $36K 0.00% +9.0 +1.1% $42.20 -1.8%
239 PXF INVESCO EXCH TRADED FD TR II 477.0 $36K 0.00% $75.64 +3.8%
240 DHR DANAHER CORP DEL Healthcare 188.0 $36K 0.00% $190.48 +5.3%
Page 12 of 27  ·  537 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 38.0%
Financial Services 15.1%
Industrials 12.1%
Consumer Cyclical 9.4%
Healthcare 6.1%
Energy 5.8%
Communication Services 4.4%
Consumer Defensive 4.0%
Utilities 3.4%
Basic Materials 1.2%