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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, RLY, QQQM, and represent 37.98% of Tobias Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPAB (+$7.0M), DFLV, BSV, DFIV, SUB, SPEM, DFIS, VSS, DFSV, VNQ.
Started 12 new stock positions in COWZ, VRT, AZN, SOXX, IAU, MSI, PWR, IYR, GEV, SLV. TJX, VTEC.
Reduced shares in these 10 stocks: VUG, IVE, DWM, VIGI, MSFT, IQLT, EEM, SPY, AAPL, DLN.
Sold out of its positions in ABT, AMGN, AstraZeneca, BAC, BLK, DIS, GE, IBM, REZ, PNC. PANW, LDUR, PG, TMO, ETN.
Tobias Financial Advisors was a net buyer of stock by $12M.
Tobias Financial Advisors has $718M in assets under management (AUM), dropping by 1.47%.
Central Index Key (CIK): 0001802080

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Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 143 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPAB)	14.9	$107M	+7%	4.2M	25.62	View chart
Ishares Tr Msci Intl Qualty (IQLT)	6.6	$48M		1.0M	46.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.9	$43M	+7%	544k	78.41	View chart
Ssga Active Etf Tr State Street Mul (RLY)	5.4	$39M	+2%	1.1M	36.15	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.1	$37M		155k	237.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.4	$32M	+7%	596k	52.78	View chart
Vanguard Index Fds Growth Etf (VUG)	4.2	$30M	-6%	69k	436.79	View chart
Ishares Core Msci Emkt (IEMG)	3.9	$28M		401k	69.75	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	3.4	$25M	+15%	691k	35.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$21M		395k	54.05	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.9	$21M	+7%	616k	33.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$20M		106k	191.81	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.4	$17M	+5%	306k	56.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.3	$17M	+6%	188k	88.70	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.2	$16M	+8%	448k	35.04	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.9	$13M	-2%	42k	313.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$11M		26k	426.40	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.4	$9.9M	-2%	205k	48.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$9.9M		134k	73.64	View chart
Spdr Series Trust State Street Spd (SPYG)	1.1	$8.3M	+4%	84k	97.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$7.6M	+29%	71k	106.50	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.9	$6.7M	-3%	184k	36.59	View chart
Apple (AAPL)	0.9	$6.2M	-7%	25k	253.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$5.8M	-3%	51k	113.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$5.6M		57k	99.27	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.8	$5.5M	-8%	61k	89.33	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.7	$4.8M	+48%	102k	46.91	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$4.8M	+33%	33k	145.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$4.2M		7.3k	577.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$4.0M	-5%	21k	196.20	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.5	$3.8M	-8%	91k	42.23	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$3.7M	-20%	42k	88.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$3.5M	-4%	17k	213.67	View chart
NVIDIA Corporation (NVDA)	0.5	$3.5M	-4%	20k	174.40	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$3.4M	-7%	18k	189.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$3.3M	+22%	37k	90.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$3.3M		32k	102.25	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$3.2M	-15%	56k	56.79	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$3.1M	-10%	21k	144.71	View chart
Amazon (AMZN)	0.4	$2.9M	-3%	14k	208.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.8M	-13%	13k	215.07	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.4	$2.7M	-25%	39k	69.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$2.6M	-7%	27k	97.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.2M	+13%	30k	75.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$2.2M	+4%	7.3k	302.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.0M	-5%	9.3k	217.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.0M	-9%	3.0k	653.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.9M	-37%	9.1k	211.15	View chart
Microsoft Corporation (MSFT)	0.3	$1.9M	-27%	5.0k	370.15	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$1.8M	+8%	20k	88.49	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$1.7M	-16%	14k	125.93	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.6M		3.5k	463.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.6M		14k	118.45	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$1.5M	-10%	16k	96.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.5M	-8%	5.4k	287.57	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$1.5M	-3%	33k	45.52	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.5M	-26%	2.3k	650.39	View chart
Wal-Mart Stores (WMT)	0.2	$1.4M	-4%	11k	124.29	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.4M	-3%	18k	74.35	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$1.4M	+19%	24k	56.58	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.3M		11k	125.13	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.3M	-17%	21k	62.45	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.3M		8.7k	148.10	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.2	$1.3M	-2%	7.5k	167.22	View chart
Broadcom (AVGO)	0.2	$1.2M	-3%	4.0k	309.49	View chart
Visa Com Cl A (V)	0.2	$1.2M	-8%	3.8k	302.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M	+3%	17k	64.08	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M	-25%	4.4k	244.43	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$1.0M		25k	40.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.0M	-16%	3.5k	286.87	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$992k	-2%	13k	78.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$932k	-6%	2.2k	430.29	View chart
JPMorgan Chase & Co. (JPM)	0.1	$915k	-12%	3.1k	294.14	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$901k		4.4k	203.79	View chart
Meta Platforms Cl A (META)	0.1	$883k	-9%	1.5k	572.00	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$833k		8.3k	100.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$806k		11k	77.11	View chart
Hartford Financial Services (HIG)	0.1	$773k	-16%	5.7k	135.23	View chart
Home Depot (HD)	0.1	$773k	+4%	2.4k	328.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$750k	-6%	2.3k	320.84	View chart
Simon Property (SPG)	0.1	$705k		3.8k	186.52	View chart
Exxon Mobil Corporation (XOM)	0.1	$639k	-16%	3.8k	169.66	View chart
Costco Wholesale Corporation (COST)	0.1	$606k	-18%	608.00	997.03	View chart
Assurant (AIZ)	0.1	$551k	-14%	2.5k	217.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$550k		3.0k	181.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$504k	+26%	843.00	597.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$499k		18k	27.85	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$469k	-16%	9.3k	50.61	View chart
Mastercard Incorporated Cl A (MA)	0.1	$469k	-25%	938.00	499.42	View chart
Eli Lilly & Co. (LLY)	0.1	$456k	-15%	495.00	920.32	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$453k		4.3k	106.15	View chart
Nextera Energy (NEE)	0.1	$449k		4.8k	92.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$446k	-25%	930.00	479.24	View chart
Motorola Solutions Com New (MSI)	0.1	$442k	NEW	1.0k	433.97	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$433k		17k	25.64	View chart
Netflix (NFLX)	0.1	$410k	-10%	4.3k	96.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$386k		4.0k	97.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$379k		12k	30.68	View chart
Coca-Cola Company (KO)	0.1	$363k	-6%	4.8k	76.05	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$359k		3.8k	93.74	View chart
Chevron Corporation (CVX)	0.0	$345k	-16%	1.7k	206.93	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$343k	-2%	5.6k	61.26	View chart
Goldman Sachs (GS)	0.0	$341k		403.00	846.96	View chart
Trane Technologies SHS (TT)	0.0	$332k	-6%	797.00	416.65	View chart
Raytheon Technologies Corp (RTX)	0.0	$326k	-23%	1.7k	192.90	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$319k	-2%	3.4k	94.59	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$318k	NEW	967.00	328.52	View chart
Cisco Systems (CSCO)	0.0	$314k	-12%	4.0k	77.59	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$290k	NEW	4.6k	62.56	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$289k	NEW	3.1k	94.56	View chart
Tesla Motors (TSLA)	0.0	$284k	+22%	765.00	371.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$284k		2.3k	124.30	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$281k		2.5k	110.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$280k	NEW	3.2k	88.16	View chart
Wells Fargo & Company (WFC)	0.0	$279k	-14%	3.5k	79.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$278k	+2%	1.1k	261.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$274k		3.0k	92.28	View chart
Kimco Realty Corporation (KIM)	0.0	$264k		12k	22.47	View chart
Northrop Grumman Corporation (NOC)	0.0	$259k		379.00	682.24	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$257k	-2%	760.00	337.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$255k		1.3k	191.92	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$253k	+7%	1.2k	218.82	View chart
Abbvie (ABBV)	0.0	$253k	-23%	1.2k	217.50	View chart
Ge Vernova (GEV)	0.0	$252k	NEW	289.00	872.91	View chart
Progressive Corporation (PGR)	0.0	$250k	-8%	1.3k	198.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$249k	+4%	1.0k	248.00	View chart
TJX Companies (TJX)	0.0	$247k	NEW	1.5k	159.70	View chart
Astrazeneca Ord (AZN)	0.0	$247k	NEW	1.3k	197.22	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$242k		2.0k	118.60	View chart
Parker-Hannifin Corporation (PH)	0.0	$241k	-9%	269.00	895.24	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$241k	+45%	6.3k	38.42	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$234k	+4%	2.5k	92.69	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$215k	-5%	3.3k	64.36	View chart
Stryker Corporation (SYK)	0.0	$214k	-2%	650.00	328.59	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$213k	NEW	850.00	250.58	View chart
Mesoblast Spons Adr (MESO)	0.0	$213k		14k	15.38	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$207k	NEW	3.0k	68.14	View chart
Oracle Corporation (ORCL)	0.0	$206k	-5%	1.4k	147.11	View chart
Quanta Services (PWR)	0.0	$202k	NEW	368.00	549.02	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$202k	NEW	2.0k	99.08	View chart
Empire St Rlty Tr Cl A (ESRT)	0.0	$74k		14k	5.20	View chart
Electrocore Com New (ECOR)	0.0	$60k		10k	6.03	View chart
Sql Technologies Corporation (SKYX)	0.0	$19k		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 2026 Q1 filed May 13, 2026
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

View all past filings

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