SEC Form 13F · Q3 2026

Moisand Fitzgerald Tamayo, LLC

Institutional Holdings Report

13F-HRFL
$995.4M
Portfolio Value
677
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Moisand Fitzgerald Tamayo, LLC
CIK
1649107
Accession No.
0001649107-26-000005
Location
ORLANDO, FL
Form Type
13F-HR
Portfolio Value
$995.4M
Holdings Reported
677
Reporting Period
Q3 2026
Filed
October 15, 2026

About this Filing

Moisand Fitzgerald Tamayo, LLC is an institutional investment manager based in ORLANDO, FL reporting approximately $995.4M in 13(f) securities across 677 positions as of Q3 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.