Moisand Fitzgerald Tamayo, LLC

Q1 2026 13F-HR Holdings

Location
Orlando, FL
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
518
Total value ($000)
$930,581
Net value change ($000)
+45,029 (5.1%)
New positions
15
Sold out positions
15
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVLV 23,216 26.9%
SCHO 5,711 6.4%
SCHR 5,381 5.9%
AVUV 4,078 6.2%
DFAR 3,052 9.8%
DFAI 1,978 1.4%
DFAS 1,684 2.5%
AVMV 1,378 4.4%
BOXX 1,027 21.0%
DFUV 460 1.8%
Top Reduces (Value $000, Stocks/ETFs)
VOO -1,174 -8.5%
IVV -971 -6.1%
MSFT -561 -23.4%
SPYM -410 -6.9%
VTI -358 -6.2%
AVDE -300 -6.6%
IWB -251 -5.1%
AAPL -227 -6.4%
ORCL -210 -29.9%
BIV -195 -8.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 98 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type