13F Insight
DOSSIER · 13F-HR · Q2 2026

TOBIAS FINANCIAL ADVISORS, INC.

$787M in tracked AUM across 148 positions as of Q2 2026.

TF
CIK 0001802080 · last filed Jun 30, 2026
Total AUM
$787M
as of Q2 2026
Holdings
148
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

TOBIAS FINANCIAL ADVISORS, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPAB
SPDR SERIES TRUST
$113M4.4M14.4%02
IQLT
ISHARES TR
$53M1.1M6.7%03
QQQM
INVESCO EXCH TRADED FD TR II
$46M153K5.9%04
BSV
VANGUARD BD INDEX FDS
$44M566K5.6%05
RLY
SSGA ACTIVE ETF TR
$37M1.1M4.7%06
VUG
VANGUARD INDEX FDS
$36M414K4.5%07
IEMG
ISHARES INC
$33M404K4.3%08
DFIV
DIMENSIONAL ETF TRUST
$33M611K4.2%09
DFLV
DIMENSIONAL ETF TRUST
$28M715K3.6%10
VWO
VANGUARD INTL EQUITY INDEX F
$24M404K3.1%

Filing history

2026Q2Jun 30
$787M▲ 9.6%
148 positionsView →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 positionsLocked
Showing 12 of 27