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

TOBIAS FINANCIAL ADVISORS, INC.

TOBIAS FINANCIAL's holding co. based in New York, NY — $718M in tracked AUM across 143 positions as of Q1 2026.

TF
TOBIAS FINANCIAL·New York, NY·Holding Co.
CIK 0001802080 · last filed Mar 31, 2026
Total AUM
$718M
▲ 18.4%
vs prior
Holdings
143
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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

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