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TOBIAS FINANCIAL ADVISORS, INC. — 13F Holdings & Portfolio

CIK 1802080 · latest 13F-HR filed 2026-08-25

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TOBIAS FINANCIAL ADVISORS, INC. manages $787.3M in 13F-reported U.S. long-equity assets across 148 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPAB (14.35%), IQLT (6.68%), QQQM (5.89%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1000 S. PINE ISLAND ROAD
SUITE 450
PLANTATION, FL 33324
Phone
(954) 424-1660
Filing Manager
TOBIAS FINANCIAL ADVISORS, INC.
Plantation, FL
Signatory
Edgar Collado
Chief Compliance Officer
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AUM

$787.3M

Long-equity book

Holdings

148

Distinct positions

Period

2026-06-30

Filed 2026-08-25

Q/Q Activity

+0 / −0 / ↑0 / ↓0

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
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Top Trims

  • No decreased positions.
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New Positions

  • No new positions this quarter.
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Exited Positions

  • No exits this quarter.
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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPAB 78464A649 $113.0M 14.35% 4,428,126 SH
2 ISHARES TR IQLT 46434V456 $52.6M 6.68% 1,061,444 SH
3 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $46.4M 5.89% 153,000 SH
4 VANGUARD BD INDEX FDS BSV 921937827 $44.1M 5.61% 566,494 SH
5 SSGA ACTIVE ETF TR RLY 78467V103 $37.2M 4.73% 1,079,223 SH
6 VANGUARD INDEX FDS VUG 922908736 $35.7M 4.53% 414,195 SH
7 ISHARES INC IEMG 46434G103 $33.5M 4.25% 404,155 SH
8 DIMENSIONAL ETF TRUST DFIV 25434V807 $33.0M 4.19% 610,701 SH
9 DIMENSIONAL ETF TRUST DFLV 25434V666 $28.3M 3.59% 715,031 SH
10 VANGUARD INTL EQUITY INDEX F VWO 922042858 $24.1M 3.06% 403,971 SH
11 ISHARES TR QUAL 46432F339 $23.4M 2.98% 106,768 SH
12 DIMENSIONAL ETF TRUST DFIS 25434V773 $23.1M 2.93% 659,583 SH
13 VANGUARD INDEX FDS VNQ 922908553 $18.3M 2.33% 190,223 SH
14 DIMENSIONAL ETF TRUST DFSV 25434V815 $17.9M 2.27% 461,103 SH
15 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $17.5M 2.23% 310,180 SH
16 ISHARES TR IWO 464287648 $16.8M 2.13% 42,656 SH
17 ISHARES TR IWF 464287614 $12.2M 1.55% 98,443 SH
18 DIMENSIONAL ETF TRUST DFUV 25434V724 $11.1M 1.41% 201,189 SH
19 SPDR SERIES TRUST SPYG 78464A409 $10.4M 1.33% 87,770 SH
20 VANGUARD BD INDEX FDS BND 921937835 $9.7M 1.23% 132,223 SH
21 SPDR INDEX SHS FDS XCNY 78463X848 $7.5M 0.95% 183,600 SH
22 APPLE INC AAPL 037833100 $7.1M 0.90% 24,509 SH
23 ISHARES TR IVW 464287309 $6.9M 0.88% 50,150 SH
24 ISHARES TR SUB 464288158 $6.3M 0.80% 59,096 SH
25 NVIDIA CORPORATION NVDA 67066G104 $6.0M 0.76% 29,786 SH
26 WISDOMTREE TR DLN 97717W307 $5.9M 0.76% 61,735 SH
27 ISHARES TR AGG 464287226 $5.4M 0.69% 54,577 SH
28 SPDR INDEX SHS FDS SPEM 78463X509 $5.2M 0.66% 100,682 SH
29 VANGUARD INTL EQUITY INDEX F VSS 922042718 $4.9M 0.62% 31,747 SH
30 VANGUARD INDEX FDS VTV 922908744 $4.3M 0.54% 19,650 SH
31 ISHARES TR IWD 464287598 $4.0M 0.50% 16,320 SH
32 ISHARES TR IWN 464287630 $3.9M 0.50% 17,727 SH
33 SPDR INDEX SHS FDS GWX 78463X871 $3.9M 0.50% 89,497 SH
34 ISHARES TR IJT 464287887 $3.8M 0.48% 21,232 SH
35 VANGUARD WHITEHALL FDS VIGI 921946810 $3.7M 0.47% 39,684 SH
36 ISHARES TR EEM 464287234 $3.7M 0.46% 53,373 SH
37 ISHARES TR IEFA 46432F842 $3.5M 0.45% 36,735 SH
38 ISHARES TR IUSV 464287663 $3.5M 0.45% 31,906 SH
39 AMAZON COM INC AMZN 023135106 $3.3M 0.42% 13,953 SH
40 VANGUARD SPECIALIZED FUNDS VIG 921908844 $3.1M 0.39% 13,006 SH
41 WISDOMTREE TR DWM 97717W703 $2.8M 0.35% 38,077 SH
42 VANGUARD INDEX FDS VBK 922908595 $2.7M 0.34% 7,312 SH
43 VANGUARD INTL EQUITY INDEX F VEU 922042775 $2.5M 0.31% 29,359 SH
44 ISHARES TR EFA 464287465 $2.4M 0.30% 22,933 SH
45 INVESCO EXCHANGE TRADED FD T PWB 46137V746 $2.3M 0.29% 13,465 SH
46 VANGUARD INDEX FDS VBR 922908611 $2.2M 0.28% 9,216 SH
47 ISHARES TR AOA 464289859 $2.1M 0.27% 21,399 SH
48 ISHARES TR IVE 464287408 $2.0M 0.26% 9,022 SH
49 ISHARES TR IVV 464287200 $2.0M 0.25% 2,630 SH
50 SPDR SERIES TRUST SLYG 78464A201 $1.9M 0.24% 15,860 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $787.3M 148 0001172661-26-003338
2026-06-30 2026-08-25 $787.3M 148 0001172661-26-004020
2026-03-31 2026-05-13 $718.3M 143 0001172661-26-001774
2025-12-31 2026-02-13 $707.9M 146 0001172661-26-000762
2025-09-30 2025-11-03 $658.2M 132 0001172661-25-004533