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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $886M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 517 New
Page 11 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XBI SPDR SERIES TRUST 400.0 $49K 0.01% NEW $121.93 +7.8%
202 AVGO BROADCOM INC Technology 140.0 $49K 0.01% NEW $346.61 +20.7%
203 WM WASTE MGMT INC DEL Industrials 219.0 $48K 0.01% NEW $219.71 +0.1%
204 IUSG ISHARES TR 284.0 $48K 0.01% NEW $167.94 +10.5%
205 BA BOEING CO Industrials 215.0 $47K 0.01% NEW $217.12 +2.1%
206 IXUS ISHARES TR 547.0 $46K 0.01% NEW $84.64 +11.5%
207 VHT VANGUARD WORLD FD 160.0 $46K 0.01% NEW $287.85 -4.9%
208 LMT LOCKHEED MARTIN CORP Industrials 95.0 $46K 0.01% NEW $483.67 +7.2%
209 V VISA INC Financial Services 129.0 $45K 0.01% NEW $350.95 -6.1%
210 J JACOBS SOLUTIONS INC Industrials 336.0 $45K 0.01% NEW $132.46 -14.2%
211 CGGR CAPITAL GROUP GROWTH ETF 1,000.0 $44K 0.01% NEW $44.47 +2.9%
212 DHR DANAHER CORPORATION Healthcare 188.0 $43K 0.01% NEW $228.92 -26.2%
213 SCHG SCHWAB STRATEGIC TR 1,304.0 $43K 0.01% NEW $32.62 +4.9%
214 IBIT ISHARES BITCOIN TRUST ETF Financial Services 856.0 $43K 0.01% NEW $49.65 -11.9%
215 SYY SYSCO CORP Consumer Defensive 570.0 $42K 0.01% NEW $73.66 +2.4%
216 GEV GE VERNOVA INC Utilities 64.0 $42K 0.01% NEW $653.58 +58.4%
217 CRWV COREWEAVE INC Technology 584.0 $42K 0.01% NEW $71.61 +41.9%
218 RJF RAYMOND JAMES FINL INC Financial Services 258.0 $41K 0.01% NEW $160.59 -5.3%
219 FDL FIRST TR EXCHANGE-TRADED FD 925.0 $41K 0.01% NEW $44.34 +13.5%
220 IWR ISHARES TR 418.0 $40K 0.01% NEW $96.27 +8.3%
Page 11 of 26  ·  517 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 16.5%
Industrials 12.1%
Consumer Cyclical 9.2%
Healthcare 6.3%
Communication Services 5.6%
Energy 5.4%
Consumer Defensive 4.3%
Utilities 3.1%
Basic Materials 1.2%