Institutions / Tobias Financial Advisors, Inc.
Tobias Financial Advisors, Inc.
CIK 1802080 · Institution · as of Dec 31, 2025
Portfolio value
$707.86M
Positions
146
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 146 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $100.55M | 14.2% |
| iShares Tr | $47.31M | 6.7% |
| Vanguard Bd Index Fds | $39.85M | 5.6% |
| Invesco Exch Traded Fd Tr II | $39.42M | 5.6% |
| Vanguard Index Fds | $35.97M | 5.1% |
| Ssga Active ETF Tr | $32.80M | 4.6% |
| Dimensional ETF Trust | $27.57M | 3.9% |
| iShares Inc | $26.72M | 3.8% |
| Vanguard Intl Equity Index F | $21.45M | 3.0% |
| iShares MSCI UAE ETF | $20.62M | 2.9% |
| Dimensional ETF Trust | $20.53M | 2.9% |
| Dimensional ETF Trust | $18.82M | 2.7% |
| J P Morgan Exchange Traded F | $16.56M | 2.3% |
| Vanguard Index Fds | $15.54M | 2.2% |
| iShares Tr | $14.03M | 2.0% |
| Dimensional ETF Trust | $13.64M | 1.9% |
| iShares Tr | $12.13M | 1.7% |
| Vanguard Bd Index Fds | $9.91M | 1.4% |
| Dimensional ETF Trust | $9.77M | 1.4% |
| SPDR Series Trust | $8.58M | 1.2% |
| Apple Inc. | $7.23M | 1.0% |
| SPDR Index Shs Fds | $6.84M | 1.0% |
| iShares Tr | $6.52M | 0.9% |
| WisdomTree Trust | $5.89M | 0.8% |
| iShares MSCI UAE ETF | $5.85M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.