SEC Form 13F · Q2 2026

Moisand Fitzgerald Tamayo, LLC

Institutional Holdings Report

13F-HRFL
$1.0B
Portfolio Value
537
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Moisand Fitzgerald Tamayo, LLC
CIK
1649107
Accession No.
0001649107-26-000003
Location
ORLANDO, FL
Form Type
13F-HR
Portfolio Value
$1.0B
Holdings Reported
537
Reporting Period
Q2 2026
Filed
July 13, 2026

About this Filing

Moisand Fitzgerald Tamayo, LLC is an institutional investment manager based in ORLANDO, FL reporting approximately $1.0B in 13(f) securities across 537 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.