Moisand Fitzgerald Tamayo, LLC
•CIK: 1649107•Filing: Q4 2025
Moisand Fitzgerald Tamayo, LLC manages $885M across a diversified portfolio of 512 positions. The fund maintains significant exposure to core holdings, notably DFAI at $138.3M and SCHR at $91.7M. Further concentration is evident in SCHO ($89.5M) and AVLV ($86.3M), indicating a strategic focus across several key sectors. This allocation profile suggests a systematic, multi-asset approach to capital deployment.
Total AUM
$885.5M
QoQ Performance
+4.3%
Positions
372
Top 10 Concentration
75.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAI
SCHR
SCHO
AVLV
DFAS
AVUV
DFAI15.6%
SCHR10.4%
SCHO10.1%
AVLV9.7%
DFAS7.6%
AVUV7.4%
AVDV4.2%
AVMV3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.5%
ETF3.6%
Technology1.5%
Consumer0.3%
Financial0.3%
Healthcare0.2%
Energy0.2%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+367 more exited positions
Changes from Q3 2025
↑34 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023