StockDriftsStockDriftsTop 50 Moisand Fitzgerald Tamayo, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 14.88% | 3.69M | $152.3M | +2.61%(+93.98K) | $28.04(+54.63%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 12.08% | 1.36M | $123.7M | -0.14%(-1.88K) | $62.40(+52.30%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 9.81% | 4.07M | $100.5M | +4.55%(+177.21K) | $25.15(-2.83%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 9.62% | 4.08M | $98.5M | +4.12%(+161.41K) | $24.32(-0.87%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 7.88% | 979.6K | $80.7M | +0.95%(+9.18K) | $54.15(+55.41%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 7.7% | 631.6K | $78.8M | -0.20%(-1.25K) | $75.28(+70.24%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.86% | 384.0K | $39.6M | +1.53%(+5.78K) | $61.39(+80.90%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.72% | 1.46M | $38.1M | +0.75%(+10.89K) | $22.53(+18.05%) | 2026-06-30 | |
| AVMV | AMERICAN CENTY ETF TR | 3.57% | 453.5K | $36.5M | +1.97%(+8.76K) | $62.60(+33.65%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.87% | 535.1K | $29.4M | -1.74%(-9.48K) | $31.60(+82.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.80% | +43.54% | +6.33% | +35.93% |
| Top 20 Holdings Unweighted | +13.95% | +47.97% | +6.83% | +39.15% |
Moisand Fitzgerald Tamayo, LLC reports $1.02B in US-listed equity holdings across 535 positions in its most recent 13F filing. Its largest disclosed positions are DFAI (14.9%), AVLV (12.1%) and SCHR (9.8%). The top 20 holdings account for 86.96% of reported assets. Its disclosed equity book has returned +43.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Moisand Fitzgerald Tamayo, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1649107). View Moisand Fitzgerald Tamayo, LLC’s 13F filings on SEC