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Tobias Financial Advisors, Inc.
CIK:0001802080
Investment Adviser
$892M AUM
123 holdings
Plantation, FL, United States
A fee-only investment advisor providing financial planning, consulting, and investment management services to individuals and entities.
Investment Strategy
Focuses on fee-only services with various charging methods including percentage of assets under management
Latest 13F Filing Activity
Tobias Financial Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 123 equity positions with a total 13F market value of $584M. The fund increased holdings in J P Morgan Exchange Traded F, Vanguard Index FDS, Ishares TR among other positions. Tobias Financial Advisors, Inc. reduced exposure to Ishares TR, Dimensional Etf Trust, Apple Inc. among others.
Top Buys
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPAB | SPDR SERIES TRUST | 15.25% | $89.1M | 3,479,793 | $25.90 | $25.60 | +$4.8M |
I IQLT | ISHARES TR | 6.69% | $39.1M | 903,708 | $35.52 | $43.22 | +$5.0M |
B BSV | VANGUARD BD INDEX FDS | 6.33% | $37.0M | 470,019 | $78.27 | $78.70 | +$2.2M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 6.10% | $35.6M | 156,811 | $129.77 | $227.10 | +$4.5M |
V VUG | VANGUARD INDEX FDS | 5.64% | $32.9M | 75,157 | $286.11 | $438.40 | +$5.3M |
Industry Allocation
ELECTRONIC COMPUTERS
+0.9%
SEMICONDUCTORS & RELATED DEVICES
+0.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.6%
SERVICES-PREPACKAGED SOFTWARE
+0.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+0.4%
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