Moisand Fitzgerald Tamayo, LLC
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,023,990
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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):
35
(0.0% of total reported value)
· QoQ Δ:
-63
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 49.13 K | 4.8% | 5.479 K | 0 | 5.479 K |
| ETFs | 972.7 K | 95.0% | 88.01 K | 0 | 88.01 K |
| Debt | 2.124 K | 0.2% | 0 | 4 | -4 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
1,023,990
Holdings
537
QoQ value change ($000)
93,409
(10.0%)
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.