Moisand Fitzgerald Tamayo Portfolio Analysis: Q2 2026 Investment Activity
Detailed review of Moisand Fitzgerald Tamayo's portfolio changes and holdings for the quarter ending June 30, 2026.
As reported in this filing dated June 30, 2026, Moisand Fitzgerald Tamayo LLC has shown active investment behavior during Q2. The portfolio's total value stands at $986,684,186.
The Dimensional ETF Trust (DFAI) remains the largest holding in their portfolio with a significant increase of 369,3307 shares from previous periods, representing a DIMENSIONAL ETF TRUST allocation of 14.88%. This specific fund saw an impressive share growth of just over 939k units and its value increased by approximately $15 million.
The investor also significantly boosted their position in Vanguard's VO (VANGUARD INDEX FDS) during this quarter, adding a substantial number of shares. The VANGUARD INDEX FDS allocation now stands at 0.41%, indicating its importance in their strategy.
In the realm of cryptocurrency, Moisand Fitzgerald Tamayo added a new position with Fidelity's FBTC (FIDELITY WISE ORIGIN BITCOIN), investing $145k or so into this fund which now represents 0.01% of their portfolio. This move suggests interest in Bitcoin exposure through institutional channels.
Meanwhile, the Schwab Strategic Trust funds continue to be major components but saw slight decreases from prior periods. SCHM experienced a reduction of about $9k (though its share count decreased by 259k shares), and SCHF also showed a small decrease in value despite an increase in shares.
The investor divested some Dimensional ETF Trust holdings, specifically DFUV which saw a slight decrease in allocation percentage. They also sold off the SPDR SPLG fund completely during this period. Furthermore, they reduced their position in IJT significantly (though not listed directly here) and exited positions like SCHM and SCHF.
Overall, Moisand Fitzgerald Tamayo demonstrated selective buying and selling patterns throughout Q2 2026, favoring established ETF structures while also incorporating newer asset classes like Bitcoin. Their portfolio remains heavily concentrated in Dimensional funds at this time.