TOBIAS FINANCIAL ADVISORS, INC.
CIK 1802080
13F filing for Q2 2026・No. 2,984
- Holdings
- US$787.35M
- Quarter change
- +US$69.05M
- Entries
- 148
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
147 stocks worth US$787.34M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR AGGRE ETF | — | 4,428,126 | US$113.01M | 14.35% |
| ISHARES TRMSCI INTL QUALTY | — | 1,061,444 | US$52.59M | 6.68% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | — | 153,000 | US$46.35M | 5.89% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | — | 566,494 | US$44.14M | 5.61% |
| SSGA ACTIVE ETF TRST STR REAL ETF | — | 1,079,223 | US$37.24M | 4.73% |
| VUGVANGUARD INDEX FDSGROWTH ETF | — | 414,195 | US$35.68M | 4.53% |
| IEMGISHARES INCCORE MSCI EMKT | — | 404,155 | US$33.48M | 4.25% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | — | 610,701 | US$32.99M | 4.19% |
| DIMENSIONAL ETF TRUSTUS LARG VALU ETF | — | 715,031 | US$28.27M | 3.59% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | — | 403,971 | US$24.11M | 3.06% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 25, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.