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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, BSV, QQQM, VUG, and represent 37.17% of Tobias Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VNQ (+$16M), SPAB (+$5.5M), DFIV, IQLT, DFIS, DFLV, RLY, IEMG, DFSV, BSV.
Started 21 new stock positions in XLE, DIS, HIG, PANW, BLK, AMGN, SCHD, CSCO, AIRR, GE. TSM, TMO, PG, PNC, ITA, ABT, PH, AstraZeneca, RSP, VNQ, GLDM.
Reduced shares in these 10 stocks: REZ (-$15M), , QQQM, BND, PWB, SPYG, COST, VEA, VUG, VZ.
Sold out of its positions in ITB, DGRO, UNH, VDC, VOT, VZ, USFR.
Tobias Financial Advisors was a net buyer of stock by $39M.
Tobias Financial Advisors has $708M in assets under management (AUM), dropping by 7.54%.
Central Index Key (CIK): 0001802080

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Positions held by Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 146 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPAB)	14.2	$101M	+5%	3.9M	25.75	View chart
Ishares Tr Msci Intl Qualty (IQLT)	6.7	$47M	+9%	1.0M	45.45	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.6	$40M	+3%	506k	78.81	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.6	$39M		156k	252.92	View chart
Vanguard Index Fds Growth Etf (VUG)	5.1	$36M		74k	487.86	View chart
Ssga Active Etf Tr State Street Mul (RLY)	4.6	$33M	+8%	1.0M	31.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.9	$28M	+17%	553k	49.90	View chart
Ishares Core Msci Emkt (IEMG)	3.8	$27M	+7%	398k	67.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$22M	+5%	399k	53.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.9	$21M	+2%	104k	198.62	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.9	$21M	+14%	600k	34.21	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.7	$19M	+24%	571k	32.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.3	$17M	+8%	289k	57.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.2	$16M	NEW	176k	88.49	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.0	$14M		43k	323.01	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.9	$14M	+13%	415k	32.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$12M		26k	473.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$9.9M	-4%	134k	74.07	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.4	$9.8M		210k	46.59	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$8.6M	-4%	81k	106.70	View chart
Apple (AAPL)	1.0	$7.2M	+14%	27k	271.86	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	1.0	$6.8M		190k	35.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$6.5M	-4%	53k	123.26	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.8	$5.9M		67k	88.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$5.9M	+17%	55k	106.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$5.7M	-2%	57k	99.88	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.7	$4.8M	+5%	53k	91.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$4.4M	+3%	7.2k	614.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$4.1M		22k	190.99	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.6	$4.0M		99k	40.86	View chart
NVIDIA Corporation (NVDA)	0.5	$3.9M	+20%	21k	186.50	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$3.6M		67k	54.71	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.5	$3.6M	-5%	53k	68.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$3.6M		17k	210.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$3.5M	-3%	19k	181.21	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$3.5M	+4%	24k	143.33	View chart
Microsoft Corporation (MSFT)	0.5	$3.4M	+15%	7.0k	483.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$3.4M		24k	141.16	View chart
Amazon (AMZN)	0.5	$3.3M	+18%	15k	230.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$3.3M		15k	219.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$3.3M		32k	102.54	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$3.2M	+2%	69k	46.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$3.1M		15k	212.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$2.8M	-7%	29k	96.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.7M	+4%	30k	89.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.3M	-6%	3.3k	685.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$2.1M		7.1k	302.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.1M		3.1k	681.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.1M		9.9k	211.79	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.3	$2.1M	-19%	16k	127.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.9M	+2%	26k	73.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.8M	+59%	5.8k	313.01	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.7M		3.6k	480.57	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$1.7M	-2%	18k	94.19	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$1.7M	-4%	19k	89.56	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.6M		14k	113.72	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.5M		26k	59.54	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$1.5M	-2%	34k	43.25	View chart
Visa Com Cl A (V)	0.2	$1.5M	+12%	4.2k	350.69	View chart
Broadcom (AVGO)	0.2	$1.4M	+52%	4.2k	346.07	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.4M		11k	132.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.4M		19k	71.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M	+3%	4.2k	313.81	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M	+19%	12k	111.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.2M	+11%	8.6k	143.52	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.2	$1.2M		7.7k	159.93	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M	+10%	5.8k	206.96	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.1M	+47%	3.5k	322.19	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$1.1M	-6%	20k	56.81	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	+23%	1.7k	659.92	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.2	$1.1M		25k	42.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.0M	-26%	17k	62.47	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.0M		13k	77.53	View chart
Hartford Financial Services (HIG)	0.1	$942k	NEW	6.8k	137.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$922k	+28%	2.3k	396.31	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$906k		4.4k	204.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$836k	+9%	2.5k	335.28	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$827k		8.3k	99.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$800k	+211%	11k	75.44	View chart
Home Depot (HD)	0.1	$777k	+14%	2.3k	344.08	View chart
Mastercard Incorporated Cl A (MA)	0.1	$716k	+16%	1.3k	570.99	View chart
Assurant (AIZ)	0.1	$712k	+141%	3.0k	240.85	View chart
Simon Property (SPG)	0.1	$704k		3.8k	185.13	View chart
Costco Wholesale Corporation (COST)	0.1	$644k	-37%	746.00	862.69	View chart
Eli Lilly & Co. (LLY)	0.1	$632k	-13%	588.00	1075.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$624k	+57%	1.2k	502.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$605k		3.0k	199.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$561k	+6%	11k	50.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$542k	+8%	4.5k	120.35	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$487k		18k	27.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$458k		4.3k	107.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$454k		17k	26.91	View chart
Netflix (NFLX)	0.1	$448k	+856%	4.8k	93.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$417k	+12%	665.00	626.77	View chart
Raytheon Technologies Corp (RTX)	0.1	$402k	+63%	2.2k	183.40	View chart
Nextera Energy (NEE)	0.1	$387k	+37%	4.8k	80.28	View chart
Wells Fargo & Company (WFC)	0.1	$382k	+20%	4.1k	93.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$377k		3.9k	96.27	View chart
Coca-Cola Company (KO)	0.1	$358k	+36%	5.1k	69.91	View chart
Cisco Systems (CSCO)	0.1	$356k	NEW	4.6k	77.03	View chart
Goldman Sachs (GS)	0.1	$355k	+39%	403.00	879.60	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$354k		3.8k	92.30	View chart
Abbvie (ABBV)	0.0	$348k	-6%	1.5k	228.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$340k	NEW	12k	27.43	View chart
Palo Alto Networks (PANW)	0.0	$336k	NEW	1.8k	184.20	View chart
Trane Technologies SHS (TT)	0.0	$332k	-10%	853.00	389.25	View chart
Progressive Corporation (PGR)	0.0	$315k	+47%	1.4k	227.72	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$315k	-2%	3.5k	90.97	View chart
Chevron Corporation (CVX)	0.0	$303k	+4%	2.0k	152.43	View chart
Abbott Laboratories (ABT)	0.0	$298k	NEW	2.4k	125.31	View chart
Oracle Corporation (ORCL)	0.0	$288k	-11%	1.5k	194.91	View chart
Thermo Fisher Scientific (TMO)	0.0	$285k	NEW	492.00	579.46	View chart
Tesla Motors (TSLA)	0.0	$282k	-27%	627.00	449.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$274k	+24%	2.3k	120.20	View chart
Procter & Gamble Company (PG)	0.0	$274k	NEW	1.9k	143.28	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$272k		2.9k	93.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$268k		1.0k	257.89	View chart
Parker-Hannifin Corporation (PH)	0.0	$260k	NEW	296.00	878.96	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$258k	NEW	5.8k	44.71	View chart
Blackrock (BLK)	0.0	$255k	NEW	238.00	1070.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$255k	NEW	1.3k	191.56	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$254k		2.6k	95.95	View chart
Mesoblast Spons Adr (MESO)	0.0	$250k	+38%	14k	18.04	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$249k	NEW	2.5k	98.32	View chart
International Business Machines (IBM)	0.0	$247k	-11%	833.00	296.13	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$243k		2.0k	119.35	View chart
Astrazeneca Sponsored Adr	0.0	$243k	NEW	2.6k	91.93	View chart
Ishares Tr Residential Mult (REZ)	0.0	$238k	-98%	2.9k	82.65	View chart
Eaton Corp SHS (ETN)	0.0	$238k	+19%	746.00	318.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$237k		961.00	246.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$236k	NEW	778.00	303.89	View chart
Kimco Realty Corporation (KIM)	0.0	$236k		12k	20.27	View chart
Stryker Corporation (SYK)	0.0	$234k	-2%	665.00	351.47	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$230k	NEW	1.1k	214.75	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$230k	+8%	3.5k	65.02	View chart
PNC Financial Services (PNC)	0.0	$221k	NEW	1.1k	208.73	View chart
Northrop Grumman Corporation (NOC)	0.0	$216k	+4%	379.00	570.21	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$214k	+4%	4.3k	49.65	View chart
Amgen (AMGN)	0.0	$213k	NEW	651.00	327.56	View chart
Walt Disney Company (DIS)	0.0	$207k	NEW	1.8k	113.78	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$206k	NEW	2.4k	85.37	View chart
Bank of America Corporation (BAC)	0.0	$205k	-9%	3.7k	55.00	View chart
Ge Aerospace Com New (GE)	0.0	$204k	NEW	663.00	308.08	View chart
Empire St Rlty Tr Cl A (ESRT)	0.0	$93k		14k	6.52	View chart
Electrocore Com New (ECOR)	0.0	$45k		10k	4.49	View chart
Sql Technologies Corporation (SKYX)	0.0	$36k		17k	2.17	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 Q4 filed Feb. 13, 2026
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

View all past filings

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