Moisand Fitzgerald Tamayo, LLC
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 995,374
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 677 | 995,374 | 13F-HR | Moisand Fitzgerald Tamayo, LLC |
| Q2 2026 | 7/13/2026 | 537 | 1,023,990 | 13F-HR | Moisand Fitzgerald Tamayo, LLC |
| Q1 2026 | 4/14/2026 | 518 | 930,581 | 13F-HR | Moisand Fitzgerald Tamayo, LLC |
| Q4 2025 | 1/14/2026 | 517 | 885,552 | 13F-HR | Moisand Fitzgerald Tamayo, LLC |
| Q3 2025 | 10/23/2025 | 577 | 848,685 | 13F-HR | Moisand Fitzgerald Tamayo, LLC |
| Q2 2025 | 7/16/2025 | 582 | 790,720 | 13F-HR | Moisand Fitzgerald Tamayo, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
30
(0.0% of total reported value)
· QoQ Δ:
-5
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.86 K | 5.2% | 2.73 K | 0 | 2.73 K |
| ETFs | 941.7 K | 94.6% | 0 | 31.04 K | -31.04 K |
| Debt | 1.805 K | 0.2% | 0 | 319 | -319 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
995,374
Holdings
677
QoQ value change ($000)
-28,616
(-2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.