Tobias Financial Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Tobias Financial Advisors, Inc. reported 113 stock positions worth $514.9 million. Its top holding was SS SPDR P Agg Bond ETF (SPAB) at 16.4% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 6.8%) and iShares MSCI International Q (IQLT, 6.6%). Compared with Q4 2024, it opened 6 new positions, sold out of 3, added to 54 and reduced 38. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +6520%) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- Plantation, FL
- CIK
- 0001802080
- Portfolio Value
- $514.9M (Q1 2025)
- SEC Filing
- 0001172661-25-002269 ↗ filed May 15, 2025
Holdings Value
Holdings 113 stocks · $514.9M
| SPAB SS SPDR P Agg Bond ETF | 16.37% | 3,299,115 | $84.3M | Add +5.3% |
| BSV Vanguard Short-Term Bond ETF | 6.75% | 444,052 | $34.8M | Add +6519.7% |
| IQLT iShares MSCI International Q | 6.62% | 859,000 | $34.1M | Add +3.7% |
| QQQM Invesco Nasdaq 100 ETF | 6.04% | 161,094 | $31.1M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.38% | 74,673 | $27.7M | Reduce -0.1% |
| REZ Ishars Res and Multi Reales | 5.24% | 312,427 | $27.0M | Add +6.2% |
| USFR Wisdomtree Floating Rate Tre | 4.93% | 504,729 | $25.4M | Add +2.4% |
| QUAL iShares MSCI USA Quality Fac | 3.26% | 98,106 | $16.8M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 2.98% | 338,794 | $15.3M | Add +4.3% |
| DFIV Dimensional International Va | 2.94% | 384,135 | $15.1M | Add +12.7% |
| DFLV Dim US Large Cap Value ETF | 2.81% | 474,044 | $14.5M | Add +9.0% |
| DFIS Dimensional International SM | 2.08% | 413,753 | $10.7M | Add +20.6% |
| BND Vanguard Total Bond Market | 2.02% | 141,804 | $10.4M | Add +0.1% |
| IWO iShares Russell 2000 Growth | 1.87% | 37,684 | $9.6M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 1.81% | 25,873 | $9.3M | Reduce -2.8% |
| DFSV Dimensional US Small Cap Val | 1.81% | 330,468 | $9.3M | Add +11.7% |
| DFUV Dimensional US Marketwide Va | 1.69% | 211,648 | $8.7M | Reduce -1.7% |
| DLN Wisdomtree US Largecap Divid | 1.13% | 73,245 | $5.8M | Reduce -5.1% |
| CWI State Street SPDR MSCI Acwi | 1.12% | 195,618 | $5.8M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.12% | 71,732 | $5.8M | Add +16.1% |
| AGG iShares Core U.S. Aggregate | 1.11% | 57,927 | $5.7M | Add +0.7% |
| IVW iShares S&P 500 Growth ETF | 1.03% | 57,169 | $5.3M | Reduce -2.9% |
| AAPL Apple Inc. | 0.95% | 22,037 | $4.9M | Add +3.0% |
| SUB iShares Short-Term National | 0.94% | 45,946 | $4.9M | Add +30.6% |
| VIGI Vanguard Int Div App Indx FD | 0.89% | 55,075 | $4.6M | Reduce -5.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.71% | 21,311 | $3.7M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 0.71% | 34,611 | $3.6M | Add +15.7% |
| DWM Wisdomtree International Equ | 0.69% | 61,091 | $3.6M | Reduce -2.5% |
| GWX State Street SPDR S&P Intern | 0.67% | 108,332 | $3.5M | Reduce -2.0% |
| EEM iShares MSCI Emerging Market | 0.64% | 75,310 | $3.3M | Reduce -1.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.60% | 24,847 | $3.1M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 14,939 | $2.9M | Reduce -2.1% |
| IVE iShares S&P 500 Value ETF | 0.56% | 15,080 | $2.9M | Add +1.8% |
| EFA iShares MSCI Eafe ETF | 0.55% | 34,644 | $2.8M | Reduce -0.2% |
| IWN iShares Russell 2000 Value E | 0.55% | 18,585 | $2.8M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 0.45% | 12,183 | $2.3M | Add +15.5% |
| AMZN Amazon.com Inc. | 0.43% | 11,726 | $2.2M | Add +3.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.41% | 11,355 | $2.1M | Add +22.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 26,819 | $2.0M | Add +15.6% |
| PWB Invesco Large Cap Growth ETF | 0.38% | 20,624 | $2.0M | Reduce -0.0% |
| SPEM State Street SP PTF Em ETF | 0.37% | 48,083 | $1.9M | Reduce -1.9% |
| MSFT Microsoft Corp. | 0.34% | 4,664 | $1.8M | Add +7.5% |
| IEMG iShares Core MSCI Emerging | 0.33% | 31,668 | $1.7M | Add +5.5% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.32% | 36,865 | $1.6M | Reduce -8.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.31% | 18,943 | $1.6M | Reduce -0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.30% | 25,765 | $1.6M | Add +5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 2,651 | $1.5M | New |
| NVDA Nvidia Corp. | 0.27% | 12,706 | $1.4M | Add +8.3% |
| DFAT Dimensional US Target Value | 0.27% | 26,730 | $1.4M | Reduce -0.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.27% | 14,001 | $1.4M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 23,995 | $1.2M | Reduce -1.0% |
| AOA iShares Core 80/20 Aggressiv | 0.24% | 15,938 | $1.2M | Reduce -7.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 4,821 | $1.2M | Add +75.4% |
| EFV iShares MSCI Eafe Value ETF | 0.22% | 19,334 | $1.1M | Reduce -0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.20% | 20,243 | $1.0M | Reduce -0.8% |
| VTWV Vanguard Russell 2000 Value | 0.20% | 7,661 | $1.0M | No change |
| VYM Vanguard High DVD Yield ETF | 0.18% | 7,318 | $944K | Reduce -1.6% |
| V Visa Inc. Class A | 0.18% | 2,638 | $924K | Add +6.2% |
| JNJ Johnson & Johnson | 0.17% | 5,223 | $866K | Add +5.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.17% | 13,584 | $863K | Reduce -0.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.16% | 4,398 | $810K | No change |
| META Meta Platforms Inc. Class A | 0.15% | 1,302 | $750K | Add +1.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.14% | 6,020 | $696K | Add +5.0% |
| VTWO Vanguard Russell 2000 ETF | 0.13% | 8,300 | $669K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.12% | 3,998 | $625K | Add +0.8% |
| SPG Simon Property Group Inc. | 0.12% | 3,730 | $619K | Add +1.0% |
| JPST JPMorgan Ultra-Short Income | 0.11% | 11,290 | $572K | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.11% | 987 | $555K | Add +3.1% |
| GLD SPDR Gold Shares | 0.11% | 1,900 | $547K | Reduce -10.9% |
| XOM Exxon Mobil Corp. | 0.10% | 4,446 | $529K | Add +9.1% |
| NFLX Netflix Inc. | 0.10% | 563 | $525K | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.10% | 3,266 | $505K | Add +9.2% |
| IEF iShares 7-10 Year Treasury B | 0.10% | 5,177 | $494K | Reduce -98.5% |
| LLY Eli Lilly & Co. | 0.09% | 577 | $477K | Add +88.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,687 | $464K | Reduce -4.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.08% | 17,910 | $423K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 868 | $407K | Add +6.9% |
| WMT Walmart Inc. | 0.08% | 4,520 | $397K | Reduce -4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 736 | $392K | Add +9.5% |
| COST Costco Wholesale Corp. | 0.07% | 407 | $384K | Add +5.2% |
| SCHX Schwab US Large-Cap ETF | 0.07% | 16,881 | $373K | Add +41.9% |
| UNH Unitedhealth Group Inc. | 0.07% | 708 | $371K | Add +9.8% |
| BANK MONTREAL QUE | 0.07% | 1,000 | $360K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 1,442 | $354K | No change |
| HD Home Depot Inc. | 0.07% | 913 | $335K | Add +0.3% |
| VONV Vanguard Russell 1000 Value | 0.06% | 3,833 | $316K | No change |
| KIM Kimco Realty Corp. | 0.06% | 14,790 | $314K | Add +0.7% |
| AIZ Assurant Inc. | 0.06% | 1,423 | $298K | No change |
| AVGO Broadcom Inc. | 0.06% | 1,757 | $294K | Add +1.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.06% | 3,674 | $288K | Reduce -6.4% |
| TT Trane Technologies PLC | 0.05% | 816 | $275K | Add +0.5% |
| BOND PIMCO Active Bond Exchange-T | 0.05% | 2,815 | $260K | Add +1.3% |
| KO The Coca-Cola Co. | 0.05% | 3,567 | $255K | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 2,944 | $250K | Reduce -15.0% |
| SYK Stryker Corp. | 0.05% | 669 | $249K | No change |
| NEE Nextera Energy Inc. | 0.05% | 3,489 | $247K | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.05% | 451 | $247K | Add +3.9% |
| LDUR PIMCO Enhanced Low Duration | 0.05% | 2,566 | $246K | Reduce -0.8% |
| DGRO iShares Core Dividend Growth | 0.05% | 3,919 | $242K | Add +0.4% |
| PGR Progressive Corp. | 0.05% | 854 | $242K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IEF iShares 7-10 Year Treasury B | Reduce -98.5% | 0.10% | −6.50 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 5.38% | −0.79 |
| IWF iShares Russell 1000 Growth | Reduce -2.8% | 1.81% | −0.33 |
| IWO iShares Russell 2000 Growth | Reduce -0.2% | 1.87% | −0.32 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.1% | 3.26% | −0.30 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.9% | 1.03% | −0.17 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -1.1% | 0.60% | −0.08 |
| DLN Wisdomtree US Largecap Divid | Reduce -5.1% | 1.13% | −0.08 |
| DFUV Dimensional US Marketwide Va | Reduce -1.7% | 1.69% | −0.08 |
| IWN iShares Russell 2000 Value E | Reduce -0.2% | 0.55% | −0.07 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.05 |
| VIGI Vanguard Int Div App Indx FD | Reduce -5.3% | 0.89% | −0.05 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -0.9% | 0.31% | −0.04 |
| ITB iShares U.S. Home Constructi | Sold out | 0.00% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.1% | 0.27% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.1% | 0.56% | −0.04 |
| PWB Invesco Large Cap Growth ETF | Reduce -0.0% | 0.38% | −0.04 |
| DFAT Dimensional US Target Value | Reduce -0.8% | 0.27% | −0.03 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -8.6% | 0.32% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -7.8% | 0.24% | −0.03 |
| ALDX Aldeyra Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| GWX State Street SPDR S&P Intern | Reduce -2.0% | 0.67% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -15.0% | 0.05% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -6.4% | 0.06% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.3% | 0.09% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 0.71% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -1.9% | 0.37% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.8% | 0.20% | −0.01 |
| WMT Walmart Inc. | Reduce -4.3% | 0.08% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.6% | 0.18% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -10.9% | 0.04% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.3% | 0.11% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.05% | −0.00 |
| LDUR PIMCO Enhanced Low Duration | Reduce -0.8% | 0.05% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -1.1% | 0.64% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.5% | 0.17% | +0.00 |
| GLD SPDR Gold Shares | Reduce -10.9% | 0.11% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.0% | 0.24% | +0.00 |
| EFV iShares MSCI Eafe Value ETF | Reduce -0.4% | 0.22% | +0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 0.55% | +0.02 |
| DWM Wisdomtree International Equ | Reduce -2.5% | 0.69% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| BSV Vanguard Short-Term Bond ETF | Add +6519.7% | 6.75% | +6.65 |
| SPAB SS SPDR P Agg Bond ETF | Add +5.3% | 16.37% | +0.62 |
| DFIV Dimensional International Va | Add +12.7% | 2.94% | +0.51 |
| REZ Ishars Res and Multi Reales | Add +6.2% | 5.24% | +0.45 |
| IQLT iShares MSCI International Q | Add +3.7% | 6.62% | +0.44 |
| DFIS Dimensional International SM | Add +20.6% | 2.08% | +0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.29% | +0.29 |
| SUB iShares Short-Term National | Add +30.6% | 0.94% | +0.20 |
| DFLV Dim US Large Cap Value ETF | Add +9.0% | 2.81% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +4.3% | 2.98% | +0.10 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +75.4% | 0.24% | +0.08 |
| MUB iShares National Muni Bond E | Add +15.7% | 0.71% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +15.6% | 0.39% | +0.07 |
| IWD iShares Russell 1000 Value E | Add +15.5% | 0.45% | +0.05 |
| VOO Vanguard S&P 500 ETF | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +88.0% | 0.09% | +0.04 |
| IJR iShares Core S&P Small-Cap E | New | 0.04% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +22.1% | 0.41% | +0.04 |
| VXUS Vanguard Total Intl Stock | New | 0.04% | +0.04 |
| WFC Wells Fargo & Co. | New | 0.04% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +16.1% | 1.12% | +0.03 |
| JNJ Johnson & Johnson | Add +5.7% | 0.17% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.8% | 0.30% | +0.02 |
| CRGX Cargo Therapeutics Inc. | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +6.2% | 0.18% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +41.9% | 0.07% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +5.5% | 0.33% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.5% | 0.08% | +0.01 |
| XOM Exxon Mobil Corp. | Add +9.1% | 0.10% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +9.8% | 0.07% | +0.01 |
| KO The Coca-Cola Co. | Add +0.1% | 0.05% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.2% | 0.07% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Add +5.0% | 0.14% | +0.00 |
| NFLX Netflix Inc. | Add +1.4% | 0.10% | +0.00 |
| MA Mastercard Inc. Class A | Add +3.9% | 0.05% | +0.00 |
| BOND PIMCO Active Bond Exchange-T | Add +1.3% | 0.05% | 0.00 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.04% | −0.00 |
| DGRO iShares Core Dividend Growth | Add +0.4% | 0.05% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.9% | 0.08% | −0.00 |
| META Meta Platforms Inc. Class A | Add +1.7% | 0.15% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +3.1% | 0.11% | −0.01 |
| HD Home Depot Inc. | Add +0.3% | 0.07% | −0.01 |
| TT Trane Technologies PLC | Add +0.5% | 0.05% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 1.11% | −0.01 |
| SPG Simon Property Group Inc. | Add +1.0% | 0.12% | −0.01 |
| KIM Kimco Realty Corp. | Add +0.7% | 0.06% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +1.8% | 0.56% | −0.01 |
| ORCL Oracle Corp. | Add +0.7% | 0.04% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +9.2% | 0.10% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +0.1% | 0.13% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 147 | $787.3M | SPAB, IQLT, QQQM, BSV, RLY |
| Q1 2026 | 143 | $718.3M | SPAB, IQLT, BSV, RLY, QQQM |
| Q4 2025 | 146 | $707.9M | SPAB, IQLT, BSV, QQQM, VUG |
| Q3 2025 | 132 | $658.2M | SPAB, IQLT, QQQM, BSV, VUG |
| Q2 2025 | 123 | $584.2M | SPAB, IQLT, BSV, QQQM, VUG |
| Q1 2025 | 113 | $514.9M | SPAB, BSV, IQLT, QQQM, VUG |
| Q4 2024 | 110 | $497.4M | SPAB, QQQM, IEF, IQLT, VUG |
| Q3 2024 | 108 | $498.9M | SPAB, USFR, IEF, IQLT, QQQM |
| Q2 2024 | 104 | $463.8M | SPAB, USFR, IQLT, QQQM, IEF |
| Q1 2024 | 102 | $441.4M | SPAB, IQLT, IEF, QQQM, USFR |