Tobias Financial Advisors

Tobias Financial Advisors as of March 31, 2026

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 4.2M 25.62
Ishares Tr Msci Intl Qualty (IQLT) 6.6 $48M 1.0M 46.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.9 $43M 544k 78.41
Ssga Active Etf Tr State Street Mul (RLY) 5.4 $39M 1.1M 36.15
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.1 $37M 155k 237.62
Dimensional Etf Trust Internatnal Val (DFIV) 4.4 $32M 596k 52.78
Vanguard Index Fds Growth Etf (VUG) 4.2 $30M 69k 436.79
Ishares Core Msci Emkt (IEMG) 3.9 $28M 401k 69.75
Dimensional Etf Trust Us Large Cap Val (DFLV) 3.4 $25M 691k 35.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $21M 395k 54.05
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.9 $21M 616k 33.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.8 $20M 106k 191.81
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.4 $17M 306k 56.68
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $17M 188k 88.70
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.2 $16M 448k 35.04
Ishares Tr Rus 2000 Grw Etf (IWO) 1.9 $13M 42k 313.81
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $11M 26k 426.40
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.4 $9.9M 205k 48.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $9.9M 134k 73.64
Spdr Series Trust State Street Spd (SPYG) 1.1 $8.3M 84k 97.91
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $7.6M 71k 106.50
Spdr Index Shs Fds State Street Spd (CWI) 0.9 $6.7M 184k 36.59
Apple (AAPL) 0.9 $6.2M 25k 253.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $5.8M 51k 113.11
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $5.6M 57k 99.27
Wisdomtree Tr Us Largecap Divd (DLN) 0.8 $5.5M 61k 89.33
Spdr Index Shs Fds State Street Spd (SPEM) 0.7 $4.8M 102k 46.91
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $4.8M 33k 145.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $4.2M 7.3k 577.19
Vanguard Index Fds Value Etf (VTV) 0.6 $4.0M 21k 196.20
Spdr Index Shs Fds State Street Spd (GWX) 0.5 $3.8M 91k 42.23
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $3.7M 42k 88.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $3.5M 17k 213.67
NVIDIA Corporation (NVDA) 0.5 $3.5M 20k 174.40
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $3.4M 18k 189.59
Ishares Tr Core Msci Eafe (IEFA) 0.5 $3.3M 37k 90.53
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $3.3M 32k 102.25
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $3.2M 56k 56.79
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $3.1M 21k 144.71
Amazon (AMZN) 0.4 $2.9M 14k 208.27
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $2.8M 13k 215.07
Wisdomtree Tr Intl Equity Fd (DWM) 0.4 $2.7M 39k 69.89
Ishares Tr Msci Eafe Etf (EFA) 0.4 $2.6M 27k 97.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.2M 30k 75.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.2M 7.3k 302.25
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $2.0M 9.3k 217.26
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.0M 3.0k 653.26
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.9M 9.1k 211.15
Microsoft Corporation (MSFT) 0.3 $1.9M 5.0k 370.15
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $1.8M 20k 88.49
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.2 $1.7M 14k 125.93
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $1.6M 3.5k 463.19
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $1.6M 14k 118.45
Spdr Series Trust State Street Spd (SLYG) 0.2 $1.5M 16k 96.62
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M 5.4k 287.57
Spdr Series Trust State Street Spd (SPYD) 0.2 $1.5M 33k 45.52
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.5M 2.3k 650.39
Wal-Mart Stores (WMT) 0.2 $1.4M 11k 124.29
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.4M 18k 74.35
Spdr Series Trust State Street Spd (SPYV) 0.2 $1.4M 24k 56.58
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $1.3M 11k 125.13
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.3M 21k 62.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.3M 8.7k 148.10
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $1.3M 7.5k 167.22
Broadcom (AVGO) 0.2 $1.2M 4.0k 309.49
Visa Com Cl A (V) 0.2 $1.2M 3.8k 302.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.1M 17k 64.08
Johnson & Johnson (JNJ) 0.1 $1.1M 4.4k 244.43
T Rowe Price Etf Us Equity Resear (TSPA) 0.1 $1.0M 25k 40.90
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.0M 3.5k 286.87
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $992k 13k 78.41
Spdr Gold Tr Gold Shs (GLD) 0.1 $932k 2.2k 430.29
JPMorgan Chase & Co. (JPM) 0.1 $915k 3.1k 294.14
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $901k 4.4k 203.79
Meta Platforms Cl A (META) 0.1 $883k 1.5k 572.00
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $833k 8.3k 100.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $806k 11k 77.11
Hartford Financial Services (HIG) 0.1 $773k 5.7k 135.23
Home Depot (HD) 0.1 $773k 2.4k 328.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $750k 2.3k 320.84
Simon Property (SPG) 0.1 $705k 3.8k 186.52
Exxon Mobil Corporation (XOM) 0.1 $639k 3.8k 169.66
Costco Wholesale Corporation (COST) 0.1 $606k 608.00 997.03
Assurant (AIZ) 0.1 $551k 2.5k 217.81
Ishares Tr U.s. Tech Etf (IYW) 0.1 $550k 3.0k 181.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $504k 843.00 597.37
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $499k 18k 27.85
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $469k 9.3k 50.61
Mastercard Incorporated Cl A (MA) 0.1 $469k 938.00 499.42
Eli Lilly & Co. (LLY) 0.1 $456k 495.00 920.32
Ishares Tr National Mun Etf (MUB) 0.1 $453k 4.3k 106.15
Nextera Energy (NEE) 0.1 $449k 4.8k 92.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $446k 930.00 479.24
Motorola Solutions Com New (MSI) 0.1 $442k 1.0k 433.97
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $433k 17k 25.64
Netflix (NFLX) 0.1 $410k 4.3k 96.16
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $386k 4.0k 97.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $379k 12k 30.68
Coca-Cola Company (KO) 0.1 $363k 4.8k 76.05
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $359k 3.8k 93.74
Chevron Corporation (CVX) 0.0 $345k 1.7k 206.93
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $343k 5.6k 61.26
Goldman Sachs (GS) 0.0 $341k 403.00 846.96
Trane Technologies SHS (TT) 0.0 $332k 797.00 416.65
Raytheon Technologies Corp (RTX) 0.0 $326k 1.7k 192.90
Spdr Series Trust State Street Spd (SLYV) 0.0 $319k 3.4k 94.59
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $318k 967.00 328.52
Cisco Systems (CSCO) 0.0 $314k 4.0k 77.59
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $290k 4.6k 62.56
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $289k 3.1k 94.56
Tesla Motors (TSLA) 0.0 $284k 765.00 371.77
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $284k 2.3k 124.30
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $281k 2.5k 110.78
Ishares Gold Tr Ishares New (IAU) 0.0 $280k 3.2k 88.16
Wells Fargo & Company (WFC) 0.0 $279k 3.5k 79.61
Vanguard Index Fds Small Cp Etf (VB) 0.0 $278k 1.1k 261.86
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $274k 3.0k 92.28
Kimco Realty Corporation (KIM) 0.0 $264k 12k 22.47
Northrop Grumman Corporation (NOC) 0.0 $259k 379.00 682.24
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $257k 760.00 337.95
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $255k 1.3k 191.92
Ishares Tr Us Aer Def Etf (ITA) 0.0 $253k 1.2k 218.82
Abbvie (ABBV) 0.0 $253k 1.2k 217.50
Ge Vernova (GEV) 0.0 $252k 289.00 872.91
Progressive Corporation (PGR) 0.0 $250k 1.3k 198.24
Ishares Tr Russell 2000 Etf (IWM) 0.0 $249k 1.0k 248.00
TJX Companies (TJX) 0.0 $247k 1.5k 159.70
Astrazeneca Ord (AZN) 0.0 $247k 1.3k 197.22
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $242k 2.0k 118.60
Parker-Hannifin Corporation (PH) 0.0 $241k 269.00 895.24
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $241k 6.3k 38.42
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $234k 2.5k 92.69
Ishares Tr Core 60/40 Balan (AOR) 0.0 $215k 3.3k 64.36
Stryker Corporation (SYK) 0.0 $214k 650.00 328.59
Vertiv Holdings Com Cl A (VRT) 0.0 $213k 850.00 250.58
Mesoblast Spons Adr (MESO) 0.0 $213k 14k 15.38
Ishares Silver Tr Ishares (SLV) 0.0 $207k 3.0k 68.14
Oracle Corporation (ORCL) 0.0 $206k 1.4k 147.11
Quanta Services (PWR) 0.0 $202k 368.00 549.02
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $202k 2.0k 99.08
Empire St Rlty Tr Cl A (ESRT) 0.0 $74k 14k 5.20
Electrocore Com New (ECOR) 0.0 $60k 10k 6.03
Sql Technologies Corporation (SKYX) 0.0 $19k 17k 1.12