Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo reported 674 stocks worth $995M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are DFAI (15.7%), AVLV (12.5%) and SCHO (10.6%). Compared with Q2 2026, the fund opened new positions in XOM, added to DFAI, AVLV and SCHO, trimmed DFUV, IVV and VOO and sold out of XOM, FMUN and SUB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAI Dimensional Intern Core | $156M | 15.7% | 3.8M | +79K (+2%) | 8 of 8 | |
| 2 |  AVLV American Centy ETF TR | $124M | 12.5% | 1.4M | +18K (+1%) | 8 of 8 | |
| 3 |  SCHO Schwab Short-Term US Treasury ETF | $105M | 10.6% | 4.4M | +330K (+8%) | 8 of 8 | |
| 4 |  SCHR Schwab Strategic TR | $105M | 10.6% | 4.4M | +356K (+9%) | 8 of 8 | |
| 5 | DIMENSIONAL U S SMALL CAP ETF | $77M | 7.7% | 995K | +15K (+2%) | 8 of 8 | |
| 6 |  AVUV American Centy ETF TR | $75.4M | 7.6% | 640K | +8,301 (+1%) | 8 of 8 | |
| 7 |  AVDV Avantis International Small Cap Value ETF | $43.8M | 4.4% | 401K | +16K (+4%) | 8 of 8 | |
| 8 |  AVMV American Centy ETF TR | $36M | 3.6% | 471K | +18K (+4%) | 8 of 8 | |
| 9 |  DFUV Dimensional US Marketwide Value ETF | $28.6M | 2.9% | 520K | −15K (−3%) | 8 of 8 | |
| 10 |  DFAE Dimensional Emerg Core | $23.8M | 2.4% | 605K | +15K (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL US REAL | $38.1M | 1.5M |
DIMENSIONAL ETF TRUST | $2.4M | 62K |
 XOM Exxon Mobil Corp | $1.2M | 8,545 |
 FMUN Fidelity Merrimack Str TR | $44K | 866 |
 SUB Ishares Short Term Ntnl | $43K | 404 |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Moisand Fitzgerald Tamayo 13F FAQ
What does Moisand Fitzgerald Tamayo own?
Moisand Fitzgerald Tamayo reported 674 stocks worth $995M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are DFAI (15.7%), AVLV (12.5%) and SCHO (10.6%). The table above lists every position in the filing (the top 10 without an account).
What did Moisand Fitzgerald Tamayo buy and sell in Q3 2026?
Compared with Q2 2026: 161 new positions, 150 added to, 80 trimmed and 23 sold out. New positions include XOM. It sold all of XOM, FMUN and SUB.
When will Moisand Fitzgerald Tamayo file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Moisand Fitzgerald Tamayo's portfolio worth?
The Q3 2026 filing reports $995M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.