Tobias Financial Advisors

Tobias Financial Advisors as of June 30, 2026

Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 147 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str Aggre Etf (SPAB) 14.3 $113M 4.4M 25.52
Ishares Tr Msci Intl Qualty (IQLT) 6.7 $53M 1.1M 49.55
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.9 $46M 153k 302.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.6 $44M 567k 77.91
Ssga Active Etf Tr St Str Real Etf (RLY) 4.7 $37M 1.1M 34.51
Vanguard Index Fds Growth Etf (VUG) 4.5 $36M 414k 86.14
Ishares Core Msci Emkt (IEMG) 4.2 $34M 404k 82.84
Dimensional Etf Trust Internatnal Val (DFIV) 4.2 $33M 611k 54.02
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 3.6 $28M 715k 39.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $24M 404k 59.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $23M 107k 219.43
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.9 $23M 660k 35.03
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $18M 190k 96.43
Dimensional Etf Trust Us Small Cap Etf (DFSV) 2.3 $18M 461k 38.79
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.2 $18M 310k 56.48
Ishares Tr Rus 2000 Grw Etf (IWO) 2.1 $17M 43k 393.96
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $12M 98k 124.17
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.4 $11M 201k 55.01
Spdr Series Trust ST STR P500GRW (SPYG) 1.3 $10M 88k 118.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $9.7M 132k 73.41
Spdr Index Shs Fds St Str Acwi Etf (CWI) 0.9 $7.5M 184k 40.67
Apple (AAPL) 0.9 $7.1M 25k 289.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $6.9M 50k 137.53
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $6.3M 59k 106.47
NVIDIA Corporation (NVDA) 0.8 $6.0M 30k 200.09
Wisdomtree Tr Us Largecap Divd (DLN) 0.8 $5.9M 62k 96.32
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $5.4M 55k 98.98
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.7 $5.2M 101k 51.78
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.6 $4.9M 32k 154.29
Vanguard Index Fds Value Etf (VTV) 0.5 $4.3M 20k 217.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $4.0M 16k 242.43
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $3.9M 18k 221.20
Spdr Index Shs Fds St Intl Cap Etf (GWX) 0.5 $3.9M 90k 43.76
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $3.8M 21k 178.60
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $3.7M 40k 93.38
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $3.7M 53k 68.41
Ishares Tr Core Msci Eafe (IEFA) 0.5 $3.5M 37k 96.58
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $3.5M 32k 110.15
Amazon (AMZN) 0.4 $3.3M 14k 238.34
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $3.1M 13k 236.62
Wisdomtree Tr Intl Equity Fd (DWM) 0.4 $2.8M 38k 73.21
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.7M 7.3k 365.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.5M 29k 83.75
Ishares Tr Msci Eafe Etf (EFA) 0.3 $2.4M 23k 103.88
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB) 0.3 $2.3M 14k 168.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $2.2M 9.2k 242.98
Ishares Tr Core 80 20 Etf (AOA) 0.3 $2.1M 21k 97.60
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.0M 9.0k 227.06
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.0M 2.6k 748.93
Spdr Series Trust St Str Sp600grwo (SLYG) 0.2 $1.9M 16k 119.13
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $1.9M 14k 136.68
Microsoft Corporation (MSFT) 0.2 $1.9M 5.0k 373.05
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.8M 5.2k 357.38
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $1.8M 3.5k 522.39
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.6M 2.2k 746.83
Spdr Series Trust St Str Sp500div (SPYD) 0.2 $1.5M 33k 47.71
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $1.5M 11k 141.89
Broadcom (AVGO) 0.2 $1.5M 4.0k 377.74
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $1.5M 7.5k 195.44
Spdr Series Trust St Str P500val (SPYV) 0.2 $1.4M 24k 60.79
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.4M 18k 76.55
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.4M 8.7k 158.03
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.4M 20k 69.90
Visa Com Cl A (V) 0.2 $1.3M 3.7k 343.09
Wal-Mart Stores (WMT) 0.2 $1.3M 11k 113.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.2M 18k 71.25
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 3.5k 353.35
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA) 0.2 $1.2M 25k 47.53
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.0M 13k 82.27
JPMorgan Chase & Co. (JPM) 0.1 $1.0M 3.1k 327.33
Netflix (NFLX) 0.1 $1.0M 14k 71.40
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $1.0M 8.3k 121.42
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $933k 4.3k 219.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $888k 10k 85.49
Meta Platforms Cl A (META) 0.1 $870k 1.5k 563.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $866k 2.3k 370.06
Simon Property (SPG) 0.1 $852k 3.8k 223.64
Home Depot (HD) 0.1 $829k 2.4k 352.61
Spdr Gold Tr Gold Shs (GLD) 0.1 $798k 2.2k 368.38
Ishares Tr U.s. Tech Etf (IYW) 0.1 $763k 3.0k 252.23
Hartford Financial Services (HIG) 0.1 $758k 5.7k 132.52
Assurant (AIZ) 0.1 $679k 2.5k 268.53
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $620k 967.00 640.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $580k 845.00 686.86
Eli Lilly & Co. (LLY) 0.1 $579k 482.00 1200.16
Johnson & Johnson (JNJ) 0.1 $576k 2.3k 253.97
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $557k 18k 31.10
Costco Wholesale Corporation (COST) 0.1 $553k 591.00 936.17
Exxon Mobil Corporation (XOM) 0.1 $515k 3.8k 136.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $496k 17k 29.43
Cisco Systems (CSCO) 0.1 $475k 4.0k 117.46
Sandisk Corp (SNDK) 0.1 $473k 208.00 2273.73
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $467k 9.2k 50.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $460k 919.00 500.50
Western Digital (WDC) 0.1 $436k 683.00 638.72
Mastercard Incorporated Cl A (MA) 0.1 $422k 822.00 513.52
Nextera Energy (NEE) 0.1 $419k 4.8k 87.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $411k 3.7k 110.32
Goldman Sachs (GS) 0.1 $408k 403.00 1012.61
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $393k 12k 31.71
Trane Technologies SHS (TT) 0.0 $392k 798.00 490.90
Coca-Cola Company (KO) 0.0 $388k 4.8k 81.27
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $385k 3.6k 106.31
Ishares Tr National Mun Etf (MUB) 0.0 $372k 3.5k 107.62
Spdr Series Trust ST STR SP600SM C (SLYV) 0.0 $368k 3.4k 109.10
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $363k 760.00 477.57
Kla Corp Com New (KLAC) 0.0 $362k 1.2k 301.71
Micron Technology (MU) 0.0 $349k 302.00 1154.29
Ge Vernova (GEV) 0.0 $340k 289.00 1174.87
Intel Corporation (INTC) 0.0 $339k 2.4k 139.63
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $338k 2.5k 133.25
Tesla Motors (TSLA) 0.0 $328k 780.00 420.62
Vanguard Index Fds Small Cp Etf (VB) 0.0 $320k 1.1k 303.05
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $312k 3.1k 102.25
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $304k 2.1k 148.29
Ishares Tr Russell 2000 Etf (IWM) 0.0 $301k 1.0k 300.45
Kimco Realty Corporation (KIM) 0.0 $300k 12k 25.35
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $294k 5.5k 53.11
Wells Fargo & Company (WFC) 0.0 $289k 3.5k 82.63
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $288k 1.7k 170.85
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $288k 4.6k 62.20
Vertiv Holdings Com Cl A (VRT) 0.0 $285k 850.00 334.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $283k 1.3k 212.77
Abbvie (ABBV) 0.0 $280k 1.1k 251.73
Ishares Tr Us Aer Def Etf (ITA) 0.0 $280k 1.2k 242.51
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $277k 3.0k 92.22
Progressive Corporation (PGR) 0.0 $275k 1.3k 218.45
Parker-Hannifin Corporation (PH) 0.0 $263k 269.00 978.12
Caterpillar (CAT) 0.0 $258k 242.00 1064.90
Marvell Technology (MRVL) 0.0 $253k 848.00 297.77
Vanguard World Inf Tech Etf (VGT) 0.0 $252k 2.1k 119.52
Chevron Corporation (CVX) 0.0 $244k 1.5k 165.76
Ishares Gold Tr Ishares New (IAU) 0.0 $240k 3.2k 75.51
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $239k 2.0k 117.45
Astrazeneca Ord (AZN) 0.0 $237k 1.3k 189.62
TJX Companies (TJX) 0.0 $234k 1.5k 151.50
Ishares Tr Core 60 Bala Etf (AOR) 0.0 $233k 3.4k 69.50
Eaton Corp SHS (ETN) 0.0 $228k 536.00 426.12
Ge Aerospace Com New (GE) 0.0 $223k 596.00 373.81
Spdr Series Trust St Str Sp Biot (XBI) 0.0 $214k 1.4k 158.25
Ishares Tr Us Home Cons Etf (ITB) 0.0 $211k 2.0k 104.50
Stryker Corporation (SYK) 0.0 $204k 647.00 314.84
PNC Financial Services (PNC) 0.0 $203k 824.00 246.22
Oracle Corporation (ORCL) 0.0 $200k 1.4k 146.55
Mesoblast Spons Adr (MESO) 0.0 $135k 10k 13.53
Electrocore Com New (ECOR) 0.0 $86k 10k 8.64
Empire St Rlty Tr Cl A (ESRT) 0.0 $77k 14k 5.41