TOBIAS FINANCIAL ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, TOBIAS FINANCIAL ADVISORS, INC. held in its portfolio 141 assets valued at $707,857,024 (i.e. $707.86M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($113.76M), ISHARES TR ($47.31M), and VANGUARD BD INDEX FDS ($39.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 141 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
TOBIAS FINANCIAL ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 4060965 | 113754880 | STATE STREET SPD |
| ISHARES TR | 1040991 | 47313049 | MSCI INTL QUALTY |
| VANGUARD BD INDEX FDS | 505694 | 39853707 | SHORT TRM BOND |
| INVESCO EXCH TRADED FD TR II | 155847 | 39416919 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 73738 | 35973875 | GROWTH ETF |
| SSGA ACTIVE ETF TR | 1043052 | 32803980 | STATE STREET MUL |
| DIMENSIONAL ETF TRUST | 552462 | 27567855 | INTERNATNAL VAL |
| ISHARES INC | 397556 | 26723719 | CORE MSCI EMKT |
| VANGUARD INTL EQUITY INDEX F | 399062 | 21453588 | FTSE EMR MKT ETF |
| ISHARES TR | 103800 | 20616711 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 599978 | 20525234 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 571198 | 18815272 | INTL SMALL CAP E |
| J P MORGAN EXCHANGE TRADED F | 289257 | 16557071 | EQUITY PREMIUM |
| VANGUARD INDEX FDS | 175612 | 15539906 | REAL ESTATE ETF |
| ISHARES TR | 43449 | 14034553 | RUS 2000 GRW ETF |
| DIMENSIONAL ETF TRUST | 414592 | 13635920 | US SMALL CAP VAL |
| ISHARES TR | 25622 | 12126886 | RUS 1000 GRW ETF |
| VANGUARD BD INDEX FDS | 133851 | 9914350 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 209709 | 9770342 | US MKTWIDE VALUE |
| APPLE INC | 26584 | 7227029 | COM |
| SPDR INDEX SHS FDS | 190435 | 6840425 | MSCI ACWI EXUS |
| ISHARES TR | 52877 | 6517619 | S&P 500 GRWT ETF |
| WISDOMTREE TR | 66885 | 5891235 | US LARGECAP DIVD |
| ISHARES TR | 54849 | 5852388 | SHRT NAT MUN ETF |
| ISHARES TR | 57054 | 5698531 | CORE US AGGBD ET |
| VANGUARD WHITEHALL FDS | 52622 | 4812245 | INTL DVD ETF |
| INVESCO QQQ TR | 7205 | 4426021 | UNIT SER 1 |
| VANGUARD INDEX FDS | 21652 | 4135223 | VALUE ETF |
| SPDR INDEX SHS FDS | 99058 | 4047496 | S&P INTL SMLCP |
| NVIDIA CORPORATION | 20839 | 3886560 | COM |
| ISHARES TR | 66684 | 3648284 | MSCI EMG MKT ETF |
| WISDOMTREE TR | 52794 | 3630126 | INTL EQUITY FD |
| ISHARES TR | 17147 | 3606607 | RUS 1000 VAL ETF |
| ISHARES TR | 19351 | 3506510 | RUS 2000 VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 24420 | 3500072 | FTSE SMCAP ETF |
| MICROSOFT CORP | 6998 | 3384526 | COM |
| ISHARES TR | 23875 | 3370256 | S&P SML 600 GWT |
| AMAZON COM INC | 14481 | 3342486 | COM |
| VANGUARD SPECIALIZED FUNDS | 15024 | 3301865 | DIV APP ETF |
| ISHARES TR | 32038 | 3285177 | CORE S&P US VLU |
| SPDR INDEX SHS FDS | 68927 | 3226462 | PORTFOLIO EMG MK |
| ISHARES TR | 14579 | 3091769 | S&P 500 VAL ETF |
| ISHARES TR | 28769 | 2762666 | MSCI EAFE ETF |
| ISHARES TR | 29881 | 2673154 | CORE MSCI EAFE |
| ISHARES TR | 3330 | 2281103 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 7053 | 2130756 | SML CP GRW ETF |
| SPDR S&P 500 ETF TR | 3098 | 2112677 | TR UNIT |
| VANGUARD INDEX FDS | 9885 | 2093572 | SM CP VAL ETF |
| INVESCO EXCHANGE TRADED FD T | 16217 | 2061384 | LARGE CAP GROWTH |
| VANGUARD INTL EQUITY INDEX F | 26406 | 1942431 | ALLWRLD EX US |
| ALPHABET INC | 5843 | 1828940 | CAP STK CL A |
| SPDR DOW JONES INDL AVERAGE | 3570 | 1715635 | UT SER 1 |
| ISHARES TR | 18807 | 1684316 | CORE 80/20 AGGRE |
| ISHARES TR | 13758 | 1564611 | SP SMCP600VL ETF |
| DIMENSIONAL ETF TRUST | 25922 | 1543396 | US TARGETED VLU |
| VISA INC | 4186 | 1467983 | COM CL A |
| BROADCOM INC | 4183 | 1447601 | COM |
| GOLDMAN SACHS ETF TR | 10687 | 1414638 | ACTIVEBETA US LG |
| ISHARES TR | 19074 | 1362076 | EAFE VALUE ETF |
| ALPHABET INC | 4223 | 1325226 | CAP STK CL C |
| WALMART INC | 11826 | 1317515 | COM |
| VANGUARD WHITEHALL FDS | 8591 | 1232980 | HIGH DIV YLD |
| VANGUARD SCOTTSDALE FDS | 7661 | 1225224 | VNG RUS2000VAL |
| JOHNSON & JOHNSON | 5822 | 1204918 | COM |
| JPMORGAN CHASE & CO. | 3534 | 1138617 | COM |
| META PLATFORMS INC | 1707 | 1126475 | CL A |
| T ROWE PRICE ETF INC | 25346 | 1084302 | US EQUITY RESEAR |
| VANGUARD TAX-MANAGED FDS | 16530 | 1032647 | VAN FTSE DEV MKT |
| ISHARES TR | 12931 | 1002517 | EAFE SML CP ETF |
| HARTFORD INSURANCE GROUP INC | 6832 | 941450 | COM |
| SPDR GOLD TR | 2327 | 922213 | GOLD SHS |
| VANGUARD ADMIRAL FDS INC | 4423 | 906052 | 500 VAL IDX FD |
| VANGUARD INDEX FDS | 2492 | 835508 | TOTAL STK MKT |
| VANGUARD SCOTTSDALE FDS | 8312 | 827190 | VNG RUS2000IDX |
| VANGUARD STAR FDS | 10600 | 799654 | VG TL INTL STK F |
| HOME DEPOT INC | 2259 | 777267 | COM |
| MASTERCARD INCORPORATED | 1254 | 716027 | CL A |
| ASSURANT INC | 2958 | 712434 | COM |
| SIMON PPTY GROUP INC NEW | 3804 | 704244 | COM |
| COSTCO WHSL CORP NEW | 746 | 643566 | COM |
| ELI LILLY & CO | 588 | 632228 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1241 | 623789 | CL B NEW |
| ISHARES TR | 3032 | 605430 | U.S. TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 11088 | 560936 | ULTRA SHRT ETF |
| EXXON MOBIL CORP | 4504 | 542047 | COM |
| SCHWAB STRATEGIC TR | 17910 | 487331 | FUNDAMENTAL US L |
| ISHARES TR | 4277 | 458109 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 16881 | 454267 | US LRG CAP ETF |
| NETFLIX INC | 4782 | 448386 | COM |
| VANGUARD INDEX FDS | 665 | 416802 | S&P 500 ETF SHS |
| RTX CORPORATION | 2194 | 402380 | COM |
| NEXTERA ENERGY INC | 4825 | 387375 | COM |
| WELLS FARGO CO NEW | 4101 | 382250 | COM |
| ISHARES TR | 3914 | 376801 | RUS MID CAP ETF |
| COCA COLA CO | 5124 | 358233 | COM |
| CISCO SYS INC | 4619 | 355802 | COM |
| GOLDMAN SACHS GROUP INC | 403 | 354478 | COM |
| VANGUARD SCOTTSDALE FDS | 3833 | 353786 | VNG RUS1000VAL |
| ABBVIE INC | 1523 | 347963 | COM |
| SCHWAB STRATEGIC TR | 12398 | 340069 | US DIVIDEND EQ |
| PALO ALTO NETWORKS INC | 1825 | 336165 | COM |
| TRANE TECHNOLOGIES PLC | 853 | 332029 | SHS |
| PROGRESSIVE CORP | 1385 | 315392 | COM |
| CHEVRON CORP NEW | 1985 | 302575 | COM |
| ABBOTT LABS | 2375 | 297612 | COM |
| ORACLE CORP | 1479 | 288272 | COM |
| THERMO FISHER SCIENTIFIC INC | 492 | 285094 | COM |
| TESLA INC | 627 | 281992 | COM |
| ISHARES TR | 2282 | 274306 | CORE S&P SCP ETF |
| PROCTER AND GAMBLE CO | 1912 | 273948 | COM |
| PIMCO ETF TR | 2926 | 272392 | ACTIVE BD ETF |
| VANGUARD INDEX FDS | 1039 | 267946 | SMALL CP ETF |
| PARKER-HANNIFIN CORP | 296 | 260172 | COM |
| SELECT SECTOR SPDR TR | 5768 | 257887 | STATE STREET ENE |
| BLACKROCK INC | 238 | 254808 | COM |
| INVESCO EXCHANGE TRADED FD T | 1330 | 254775 | S&P500 EQL WGT |
| PIMCO ETF TR | 2643 | 253592 | ENHNCD LW DUR AC |
| MESOBLAST LTD | 13828 | 249457 | SPONS ADR |
| FIRST TR EXCHANGE TRADED FD | 2536 | 249340 | RBA INDL ETF |
| INTERNATIONAL BUSINESS MACHS | 833 | 246680 | COM |
| ISHARES TR | 2037 | 243116 | 3 7 YR TREAS BD |
| ASTRAZENECA PLC | 2644 | 243063 | SPONSORED ADR |
| ISHARES TR | 2884 | 238352 | RESIDENTIAL MULT |
| EATON CORP PLC | 746 | 237608 | SHS |
| ISHARES TR | 961 | 236560 | RUSSELL 2000 ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 778 | 236426 | SPONSORED ADS |
| KIMCO RLTY CORP | 11651 | 236161 | COM |
| STRYKER CORPORATION | 665 | 233728 | COM |
| ISHARES TR | 1073 | 230428 | US AER DEF ETF |
| ISHARES TR | 3540 | 230166 | CORE 60/40 BALAN |
| PNC FINL SVCS GROUP INC | 1060 | 221254 | COM |
| NORTHROP GRUMMAN CORP | 379 | 216110 | COM |
| ISHARES BITCOIN TRUST ETF | 4304 | 213694 | SHS BEN INT |
| AMGEN INC | 651 | 213241 | COM |
| DISNEY WALT CO | 1815 | 206518 | COM |
| WORLD GOLD TR | 2412 | 205912 | SPDR GLD MINIS |
| BANK AMERICA CORP | 3720 | 204584 | COM |
| GE AEROSPACE | 663 | 204254 | COM NEW |
| EMPIRE ST RLTY TR INC | 14188 | 92506 | CL A |
| ELECTROCORE INC | 10000 | 44850 | COM NEW |
| SKYX PLATFORMS CORP | 16545 | 35903 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.