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Tobias Financial Advisors

Latest statistics and disclosures from Tobias Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPAB, IQLT, QQQM, BSV, VUG, and represent 38.13% of Tobias Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: RLY (+$30M), IEMG (+$22M), SPAB (+$5.5M), DFSV, DFLV, IQLT, DFIV, BSV, DFIS, IWO.
Started 14 new stock positions in NOC, IWM, ITB, BAC, RLY, VZ, VOT, RTX, IBM, CVX. IJR, ABBV, AOR, SKYX.
Reduced shares in these 10 stocks: USFR (-$28M), MUB, IVV, SUB, VUG, IEF, SPYG, , VV, DIS.
Sold out of its positions in CRGX, DIS, IEF, VGSH, VV.
Tobias Financial Advisors was a net buyer of stock by $45M.
Tobias Financial Advisors has $658M in assets under management (AUM), dropping by 12.67%.
Central Index Key (CIK): 0001802080

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Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 132 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio Agrgte (SPAB)	14.5	$96M	+6%	3.7M	25.85	View chart
Ishares Tr Msci Intl Qualty (IQLT)	6.4	$42M	+5%	954k	44.19	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.9	$39M		158k	247.12	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.9	$39M	+3%	489k	78.91	View chart
Vanguard Index Fds Growth Etf (VUG)	5.4	$36M		74k	479.61	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	4.5	$30M	NEW	963k	30.88	View chart
Ishares Core Msci Emkt (IEMG)	3.7	$24M	+1017%	371k	65.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.3	$22M	+10%	471k	46.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$20M	+6%	377k	54.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$20M	+2%	101k	194.50	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.6	$17M	+14%	525k	32.90	View chart
Ishares Tr Residential Mult (REZ)	2.3	$15M		181k	84.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.3	$15M		266k	57.10	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.2	$15M	+9%	457k	31.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.1	$14M	+10%	43k	320.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$12M		26k	468.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.8	$12M	+25%	364k	31.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$11M		141k	74.37	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.4	$9.4M		210k	44.69	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.3	$8.8M	-2%	84k	104.51	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	1.0	$6.7M		191k	34.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$6.7M		55k	120.72	View chart
Apple (AAPL)	0.9	$5.9M	+5%	23k	254.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$5.9M		58k	100.25	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.9	$5.8M		67k	87.03	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$5.0M	-9%	47k	106.78	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.7	$4.5M		50k	89.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$4.2M	+15%	6.9k	600.35	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.6	$4.0M		100k	40.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$4.0M		21k	186.49	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.6	$3.7M	-2%	56k	66.22	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$3.6M		68k	53.40	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$3.6M		20k	176.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$3.5M		17k	203.59	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$3.4M		24k	141.50	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$3.3M		23k	142.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$3.2M		15k	215.80	View chart
NVIDIA Corporation (NVDA)	0.5	$3.2M	+11%	17k	186.58	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$3.2M		32k	99.95	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$3.2M		67k	46.81	View chart
Microsoft Corporation (MSFT)	0.5	$3.1M	+10%	6.1k	517.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$3.0M	-3%	15k	206.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$2.9M		31k	93.37	View chart
Amazon (AMZN)	0.4	$2.7M	+6%	12k	219.57	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$2.5M	-2%	20k	125.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.5M		29k	87.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.4M	-20%	3.6k	669.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$2.1M		7.2k	297.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.1M		10k	208.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.0M	+15%	3.1k	666.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.8M		26k	71.37	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$1.7M	+12%	20k	88.14	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.3	$1.7M		18k	94.31	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$1.7M		3.6k	463.74	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.2	$1.5M		35k	44.00	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.5M		14k	110.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.5M		26k	58.21	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.4M		11k	130.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.3M	-3%	23k	59.92	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.3M		19k	67.83	View chart
Visa Com Cl A (V)	0.2	$1.3M	+2%	3.7k	341.36	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.2	$1.2M		7.7k	155.87	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$1.2M	+7%	21k	55.33	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M	+4%	1.2k	925.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.1M	+5%	7.7k	140.95	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.2	$1.1M		25k	41.91	View chart
Wal-Mart Stores (WMT)	0.2	$1.0M	+4%	9.9k	103.06	View chart
Meta Platforms Cl A (META)	0.2	$1.0M	+14%	1.4k	734.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$998k	-3%	13k	76.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$996k	+5%	4.1k	243.56	View chart
Johnson & Johnson (JNJ)	0.1	$975k	+7%	5.3k	185.42	View chart
Broadcom (AVGO)	0.1	$904k	+40%	2.7k	329.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$889k	+5%	3.7k	243.11	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$882k		4.4k	199.47	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$813k		8.3k	97.82	View chart
Home Depot (HD)	0.1	$798k	+110%	2.0k	405.13	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$783k		3.7k	213.73	View chart
JPMorgan Chase & Co. (JPM)	0.1	$756k	+15%	2.4k	315.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$745k		2.3k	328.16	View chart
Simon Property (SPG)	0.1	$703k		3.7k	187.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$643k		1.8k	355.47	View chart
Mastercard Incorporated Cl A (MA)	0.1	$613k	+12%	1.1k	568.81	View chart
Netflix (NFLX)	0.1	$600k	+8%	500.00	1199.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$594k		3.0k	195.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$528k	-8%	10k	50.73	View chart
Eli Lilly & Co. (LLY)	0.1	$521k	+18%	683.00	763.33	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$471k		18k	26.30	View chart
Exxon Mobil Corporation (XOM)	0.1	$468k		4.2k	112.74	View chart
Oracle Corporation (ORCL)	0.1	$468k	-5%	1.7k	281.24	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$456k	-87%	4.3k	106.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$445k		17k	26.34	View chart
Trane Technologies SHS (TT)	0.1	$401k	+16%	950.00	422.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$395k	+8%	786.00	502.74	View chart
Tesla Motors (TSLA)	0.1	$383k	+21%	862.00	444.74	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$380k	+33%	3.9k	96.55	View chart
Abbvie (ABBV)	0.1	$377k	NEW	1.6k	231.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$363k	+9%	593.00	611.89	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$343k		3.8k	89.37	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.0	$314k		3.5k	88.66	View chart
Chevron Corporation (CVX)	0.0	$295k	NEW	1.9k	155.29	View chart
Wells Fargo & Company (WFC)	0.0	$284k	+12%	3.4k	83.82	View chart
Verizon Communications (VZ)	0.0	$282k	NEW	6.4k	43.95	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$279k	-99%	5.5k	50.27	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$270k		2.9k	93.33	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$267k	-25%	4.1k	65.00	View chart
International Business Machines (IBM)	0.0	$267k	NEW	945.00	282.26	View chart
Assurant (AIZ)	0.0	$266k	+2%	1.2k	216.60	View chart
Nextera Energy (NEE)	0.0	$264k	+5%	3.5k	75.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$264k	-9%	1.0k	254.22	View chart
Kimco Realty Corporation (KIM)	0.0	$253k	-22%	12k	21.85	View chart
Stryker Corporation (SYK)	0.0	$253k	+2%	684.00	369.67	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$251k		2.6k	96.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$250k		3.4k	73.45	View chart
Coca-Cola Company (KO)	0.0	$250k	+6%	3.8k	66.32	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$249k		3.7k	68.08	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$243k		2.0k	119.51	View chart
Eaton Corp SHS (ETN)	0.0	$234k		625.00	374.25	View chart
Progressive Corporation (PGR)	0.0	$232k	+10%	941.00	246.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$231k	NEW	954.00	241.96	View chart
Goldman Sachs (GS)	0.0	$229k		288.00	796.69	View chart
Raytheon Technologies Corp (RTX)	0.0	$225k	NEW	1.3k	167.33	View chart
Northrop Grumman Corporation (NOC)	0.0	$221k	NEW	362.00	609.32	View chart
UnitedHealth (UNH)	0.0	$220k	-16%	638.00	345.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$218k	NEW	1.8k	118.85	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$212k	NEW	2.0k	107.27	View chart
Bank of America Corporation (BAC)	0.0	$211k	NEW	4.1k	51.59	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$210k	NEW	3.3k	64.39	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$207k	NEW	705.00	293.85	View chart
Mesoblast Spons Adr (MESO)	0.0	$161k		10k	16.11	View chart
Empire St Rlty Tr Cl A (ESRT)	0.0	$109k		14k	7.66	View chart
Electrocore Com New (ECOR)	0.0	$50k		10k	4.95	View chart
Sql Technologies Corporation (SKYX)	0.0	$19k	NEW	17k	1.12	View chart

Past Filings by Tobias Financial Advisors

SEC 13F filings are viewable for Tobias Financial Advisors going back to 2019

Tobias Financial Advisors 2025 Q3 filed Nov. 3, 2025
Tobias Financial Advisors 2025 Q2 filed Aug. 13, 2025
Tobias Financial Advisors 2025 Q1 filed May 15, 2025
Tobias Financial Advisors 2024 Q4 filed Feb. 13, 2025
Tobias Financial Advisors 2024 Q3 filed Oct. 30, 2024
Tobias Financial Advisors 2024 Q2 filed Aug. 13, 2024
Tobias Financial Advisors 2024 Q1 filed May 3, 2024
Tobias Financial Advisors 2023 Q3 filed Nov. 3, 2023
Tobias Financial Advisors 2023 Q2 filed Aug. 3, 2023
Tobias Financial Advisors 2023 Q1 filed April 24, 2023
Tobias Financial Advisors 2022 Q4 filed Feb. 13, 2023
Tobias Financial Advisors 2022 Q3 filed Nov. 14, 2022
Tobias Financial Advisors 2022 Q2 filed Aug. 12, 2022
Tobias Financial Advisors 2022 Q1 filed May 9, 2022
Tobias Financial Advisors 2021 Q4 filed Feb. 9, 2022
Tobias Financial Advisors 2021 Q3 filed Nov. 15, 2021

View all past filings

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