13F Insight
DOSSIER · 13F-HR · Q1 2026

TOBIAS FINANCIAL ADVISORS, INC.

$718M in tracked AUM across 143 positions as of Q1 2026.

TF
CIK 0001802080 · last filed Mar 31, 2026
Total AUM
$718M
as of Q1 2026
Holdings
143
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

TOBIAS FINANCIAL ADVISORS, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPAB
SPDR SERIES TRUST
$107M4.2M14.9%02
IQLT
ISHARES TR
$48M1.0M6.6%03
BSV
VANGUARD BD INDEX FDS
$43M543K5.9%04
RLY
SSGA ACTIVE ETF TR
$39M1.1M5.4%05
QQQM
INVESCO EXCH TRADED FD TR II
$37M155K5.1%06
DFIV
DIMENSIONAL ETF TRUST
$31M596K4.4%07
VUG
VANGUARD INDEX FDS
$30M69K4.2%08
IEMG
ISHARES INC
$28M401K3.9%09
DFLV
DIMENSIONAL ETF TRUST
$25M691K3.4%10
VWO
VANGUARD INTL EQUITY INDEX F
$21M395K3.0%

Filing history

2026Q1Mar 31
$718M▲ 1.5%
143 positionsView →2025Q4Dec 31
$708M▲ 7.5%
146 positionsView →2025Q3Sep 30
$658M▲ 12.7%
132 positionsView →2025Q2Jun 30
$584M▲ 13.5%
123 positionsLocked2025Q1Mar 31
$515M▲ 3.5%
113 positionsLocked2024Q4Dec 31
$497M▼ 0.3%
110 positionsLocked2024Q3Sep 30
$499M▲ 7.6%
108 positionsLocked2024Q2Jun 30
$464M▲ 5.1%
104 positionsLocked2024Q1Mar 31
$441M▲ 7.5%
102 positionsLocked2023Q4Dec 31
$411M▲ 7.8%
96 positionsLocked2023Q3Sep 30
$381M▲ 2.7%
90 positionsLocked2023Q2Jun 30
$371M▲ 8.9%
96 positionsLocked
Showing 12 of 26