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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 5 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 3,751.0 $466K 0.05% $124.28 +5.8%
82 NOC NORTHROP GRUMMAN CORP Industrials 675.0 $461K 0.05% $682.24 -20.7%
83 NEE NEXTERA ENERGY INC Utilities 4,708.0 $437K 0.05% $92.88 +0.5%
84 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,537.0 $423K 0.04% $275.18 -5.4%
85 IVW ISHARES TR 3,658.0 $414K 0.04% $113.11 +20.1%
86 SPDW SPDR INDEX SHS FDS 8,921.0 $407K 0.04% -215.0 -2.4% $45.65 +8.5%
87 HD HOME DEPOT INC Consumer Cyclical 1,209.0 $398K 0.04% -25.0 -2.0% $328.89 -9.5%
88 RWR SPDR SERIES TRUST 3,752.0 $379K 0.04% $100.98 +8.2%
89 IONS IONIS PHARMACEUTICALS INC Healthcare 5,000.0 $375K 0.04% $75.09 -1.1%
90 VSS VANGUARD INTL EQUITY INDEX F 2,556.0 $373K 0.04% $145.79 +8.4%
91 AVEM AMERICAN CENTY ETF TR 4,140.0 $334K 0.04% $80.58 +13.5%
92 IWN ISHARES TR 1,757.0 $333K 0.04% $189.59 +8.7%
93 SCCO SOUTHERN COPPER CORP Basic Materials 1,765.0 $304K 0.03% +14.0 +0.8% $172.06 +2.7%
94 VBK VANGUARD INDEX FDS 996.0 $301K 0.03% $302.25 +10.7%
95 T AT&T INC Communication Services 10,274.0 $298K 0.03% +466.0 +4.8% $28.99 -17.1%
96 AVUS AMERICAN CENTY ETF TR 2,631.0 $293K 0.03% -129.0 -4.7% $111.18 +11.7%
97 PNC PNC FINL SVCS GROUP INC Financial Services 1,326.0 $276K 0.03% $208.09 +2.3%
98 SBUX STARBUCKS CORP Consumer Cyclical 3,046.0 $273K 0.03% $89.60 +19.2%
99 JBL JABIL INC Technology 1,023.0 $272K 0.03% $265.63 +27.9%
100 COP CONOCOPHILLIPS Energy 2,016.0 $266K 0.03% $132.02 -7.3%
Page 5 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%