CIK 1649107
Moisand Fitzgerald Tamayo, LLC
Institutional 13F holdings & portfolio
Holdings
515
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 515
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 8K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IJR | ISHARES TR | 8K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| USRT | ISHARES TR | 15K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| SGOV | ISHARES TR | 8K | $500K+ | SH |
| IJH | ISHARES TR | 13K | $500K+ | SH |
| EFA | ISHARES TR | 8K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 8K | $500K+ | SH |
| WWD | WOODWARD INC | 2K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 14K | $500K+ | SH |
| AVIV | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $500K+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| CRH | CRH PLC | 5K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| SCZ | ISHARES TR | 7K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 5K | $500K+ | SH |
| DLN | WISDOMTREE TR | 6K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| IVW | ISHARES TR | 4K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 3K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 3K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 9K | $100K–$500K | SH |
| IONS | IONIS PHARMACEUTICALS INC | 5K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 675 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| SPTI | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| RWR | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| BITB | BITWISE BITCOIN ETF TR | 7K | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 288 | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 996 | $100K–$500K | SH |
| META | META PLATFORMS INC | 432 | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 1K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 549 | $100K–$500K | SH |