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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $930.6B AUM 518 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 28 Added 79 Reduced 16 Exited
Page 4 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WWD WOODWARD INC Industrials 2,286.0 $818K 0.09% $357.93 -2.4%
62 BERKSHIRE HATHAWAY INC DEL 1,681.0 $806K 0.09% -131.0 -7.2% $479.20
63 EFA ISHARES TR 8,024.0 $779K 0.08% -179.0 -2.2% $97.13 +5.7%
64 AXP AMERICAN EXPRESS CO Financial Services 2,388.0 $722K 0.08% -50.0 -2.0% $302.48 +3.2%
65 VNQ VANGUARD INDEX FDS 7,869.0 $698K 0.07% $88.70 +7.1%
66 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,103.0 $639K 0.07% $304.08 +4.0%
67 VLO VALERO ENERGY CORP Energy 2,572.0 $636K 0.07% $247.12 +1.5%
68 DFEV DIMENSIONAL ETF TRUST 17,641.0 $631K 0.07% $35.78 +13.6%
69 KO COCA COLA CO Consumer Defensive 8,033.0 $611K 0.07% $76.05 +6.3%
70 AVIV AMERICAN CENTY ETF TR 8,135.0 $609K 0.07% -684.0 -7.8% $74.83 +5.1%
71 TFC TRUIST FINL CORP Financial Services 12,491.0 $574K 0.06% -2K -10.8% $45.97 +2.2%
72 WEC WEC ENERGY GROUP INC Utilities 4,893.0 $566K 0.06% $115.77 -5.7%
73 SCZ ISHARES TR 6,972.0 $547K 0.06% $78.41 +7.9%
74 DFAC DIMENSIONAL ETF TRUST 13,687.0 $532K 0.06% +286.0 +2.1% $38.86 +10.6%
75 TJX TJX COS INC NEW Consumer Cyclical 3,170.0 $506K 0.05% $159.70 -7.7%
76 TXN TEXAS INSTRS INC Technology 2,607.0 $506K 0.05% $194.14 +55.9%
77 DLN WISDOMTREE TR 5,664.0 $506K 0.05% $89.33 +6.5%
78 ORCL ORACLE CORP Technology 3,345.0 $492K 0.05% -258.0 -7.2% $147.11 +31.2%
79 CRH PLC 4,590.0 $483K 0.05% $105.12
80 DIS DISNEY WALT CO Communication Services 4,956.0 $478K 0.05% -922.0 -15.7% $96.39 +6.6%
Page 4 of 26  ·  518 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%