Tobias Financial Advisors, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Tobias Financial Advisors, Inc. reported 143 stock positions worth $718.3 million. Its top holding was SS SPDR P Agg Bond ETF (SPAB) at 14.9% of the portfolio, followed by iShares MSCI International Q (IQLT, 6.6%) and Vanguard Short-Term Bond ETF (BSV, 5.9%). Compared with Q4 2025, it opened 11 new positions, sold out of 14, added to 38 and reduced 78. The biggest buy was SS Multi-Asset Real Ret ETF (RLY, shares +3%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −6%).

Most Recent 13F
Q2 2026
Location
Plantation, FL
CIK
0001802080
Portfolio Value
$718.3M (Q1 2026)
SEC Filing
0001172661-26-001774 ↗ filed May 13, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $441.4M Q1 2024 Q2 2024: $463.8M Q2 2024 Q3 2024: $498.9M Q3 2024 Q4 2024: $497.4M Q4 2024 Q1 2025: $514.9M Q1 2025 Q2 2025: $584.2M Q2 2025 Q3 2025: $658.2M Q3 2025 Q4 2025: $707.9M Q4 2025 Q1 2026: $718.3M $718.3M Q1 2026 Q2 2026: $787.3M Q2 2026

Holdings 143 stocks · $718.3M
SPAB SS SPDR P Agg Bond ETF 14.90% 4,178,789 $107.1M Add +7.0%
IQLT iShares MSCI International Q 6.62% 1,027,916 $47.5M Reduce -1.3%
BSV Vanguard Short-Term Bond ETF 5.93% 543,467 $42.6M Add +7.5%
RLY SS Multi-Asset Real Ret ETF 5.39% 1,071,026 $38.7M Add +2.7%
QQQM Invesco Nasdaq 100 ETF 5.14% 155,379 $36.9M Reduce -0.3%
DFIV Dimensional International Va 4.38% 596,017 $31.5M Add +7.9%
VUG Vanguard Mrngstar GR ETF-Sui 4.21% 69,198 $30.2M Reduce -6.2%
IEMG iShares Core MSCI Emerging 3.89% 400,843 $28.0M Add +0.8%
DFLV Dim US Large Cap Value ETF 3.44% 691,191 $24.7M Add +15.2%
VWO Vanguard Ftse Emerging Marke 2.97% 394,503 $21.3M Reduce -1.1%
DFIS Dimensional International SM 2.89% 615,738 $20.7M Add +7.8%
QUAL iShares MSCI USA Quality Fac 2.82% 105,698 $20.3M Add +1.8%
JEPI JPMorgan Equity Premium Inco 2.41% 305,680 $17.3M Add +5.7%
VNQ Vanguard Real Estate ETF 2.32% 187,509 $16.6M Add +6.8%
DFSV Dimensional US Small Cap Val 2.19% 447,931 $15.7M Add +8.0%
IWO iShares Russell 2000 Growth 1.85% 42,405 $13.3M Reduce -2.4%
IWF iShares Russell 1000 Growth 1.52% 25,548 $10.9M Reduce -0.3%
DFUV Dimensional US Marketwide Va 1.38% 205,269 $9.9M Reduce -2.1%
BND Vanguard Total Bond Market 1.38% 134,412 $9.9M Add +0.4%
SPYG SS SPDR P S&P 500 Growth ETF 1.15% 84,347 $8.3M Add +4.8%
SUB iShares Short-Term National 1.05% 70,943 $7.6M Add +29.3%
CWI State Street SPDR MSCI Acwi 0.93% 183,477 $6.7M Reduce -3.6%
AAPL Apple Inc. 0.87% 24,568 $6.2M Reduce -7.6%
IVW iShares S&P 500 Growth ETF 0.80% 50,836 $5.8M Reduce -3.9%
AGG iShares Core U.S. Aggregate 0.78% 56,457 $5.6M Reduce -1.1%
DLN Wisdomtree US Largecap Divid 0.76% 61,414 $5.5M Reduce -8.2%
SPEM State Street SP PTF Em ETF 0.67% 102,313 $4.8M Add +48.4%
VSS Vanguard Ftse All Wo X-US SC 0.66% 32,700 $4.8M Add +33.9%
QQQ Invesco QQQ Trust Series 1 0.58% 7,271 $4.2M Add +0.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.56% 20,522 $4.0M Reduce -5.2%
GWX State Street SPDR S&P Intern 0.53% 90,669 $3.8M Reduce -8.5%
VIGI Vanguard Int Div App Indx FD 0.52% 42,089 $3.7M Reduce -20.0%
IWD iShares Russell 1000 Value E 0.49% 16,455 $3.5M Reduce -4.0%
NVDA Nvidia Corp. 0.48% 19,862 $3.5M Reduce -4.7%
IWN iShares Russell 2000 Value E 0.47% 17,844 $3.4M Reduce -7.8%
IEFA iShares Core MSCI Eafe ETF 0.46% 36,750 $3.3M Add +23.0%
IUSV iShares Core S&P U.S. Value 0.45% 31,906 $3.3M Reduce -0.4%
EEM iShares MSCI Emerging Market 0.45% 56,366 $3.2M Reduce -15.5%
IJT iShares S&P Small-Cap 600 GR 0.43% 21,356 $3.1M Reduce -10.6%
AMZN Amazon.com Inc. 0.40% 13,939 $2.9M Reduce -3.7%
VIG Vanguard Dividend Apprec ETF 0.39% 13,025 $2.8M Reduce -13.3%
DWM Wisdomtree International Equ 0.38% 39,140 $2.7M Reduce -25.9%
EFA iShares MSCI Eafe ETF 0.36% 26,719 $2.6M Reduce -7.1%
VEU Vanguard Ftse All-World Ex-U 0.31% 29,950 $2.2M Add +13.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.31% 7,336 $2.2M Add +4.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.28% 9,346 $2.0M Reduce -5.5%
IVV iShares Core S&P 500 ETF 0.27% 3,009 $2.0M Reduce -9.6%
IVE iShares S&P 500 Value ETF 0.27% 9,058 $1.9M Reduce -37.9%
MSFT Microsoft Corp. 0.26% 5,045 $1.9M Reduce -27.9%
AOA iShares Core 80/20 Aggressiv 0.25% 20,425 $1.8M Add +8.6%
PWB Invesco Large Cap Growth ETF 0.24% 13,467 $1.7M Reduce -17.0%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.23% 3,519 $1.6M Reduce -1.4%
IJS iShares S&P Small-Cap 600 Va 0.23% 13,743 $1.6M Reduce -0.1%
SLYG SS SPDR S&P 600 SC GR ETF 0.22% 16,017 $1.5M Reduce -10.8%
GOOGL Alphabet Inc. Class A 0.21% 5,351 $1.5M Reduce -8.4%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.21% 33,026 $1.5M Reduce -3.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 2,288 $1.5M Reduce -26.1%
WMT Walmart Inc. 0.19% 11,241 $1.4M Reduce -5.0%
EFV iShares MSCI Eafe Value ETF 0.19% 18,440 $1.4M Reduce -3.3%
SPYV SS SPDR P S&P 500 Value ETF 0.19% 23,868 $1.4M Add +19.7%
GSLC Goldman Activebeta US LC ETF 0.19% 10,687 $1.3M No change
DFAT Dimensional US Target Value 0.19% 21,364 $1.3M Reduce -17.6%
VYM Vanguard High DVD Yield ETF 0.18% 8,660 $1.3M Add +0.8%
VTWV Vanguard Russell 2000 Value 0.17% 7,494 $1.3M Reduce -2.2%
AVGO Broadcom Inc. 0.17% 4,022 $1.2M Reduce -3.9%
V Visa Inc. Class A 0.16% 3,843 $1.2M Reduce -8.2%
VEA Vanguard Ftse Developed ETF 0.15% 17,121 $1.1M Add +3.6%
JNJ Johnson & Johnson 0.15% 4,361 $1.1M Reduce -25.1%
TSPA T Rowe Price US Eqy Research 0.14% 25,346 $1.0M No change
GOOG Alphabet Inc. Class C 0.14% 3,518 $1.0M Reduce -16.7%
SCZ iShares MSCI Eafe Small-Cap 0.14% 12,653 $992K Reduce -2.1%
GLD SPDR Gold Shares 0.13% 2,165 $932K Reduce -7.0%
JPM JPMorgan Chase & Co. 0.13% 3,109 $914K Reduce -12.0%
VOOV Vanguard S&P 500 Value ETF 0.13% 4,423 $901K No change
META Meta Platforms Inc. Class A 0.12% 1,544 $883K Reduce -9.6%
VTWO Vanguard Russell 2000 ETF 0.12% 8,315 $833K Add +0.0%
VXUS Vanguard Total Intl Stock 0.11% 10,454 $806K Reduce -1.4%
HIG Hartford Insurance Group Inc. 0.11% 5,716 $773K Reduce -16.3%
HD Home Depot Inc. 0.11% 2,350 $773K Add +4.0%
VTI VG Morningstar TS MKT ETF-US 0.10% 2,336 $749K Reduce -6.3%
SPG Simon Property Group Inc. 0.10% 3,781 $705K Reduce -0.6%
XOM Exxon Mobil Corp. 0.09% 3,765 $639K Reduce -16.4%
COST Costco Wholesale Corp. 0.08% 608 $606K Reduce -18.5%
AIZ Assurant Inc. 0.08% 2,529 $551K Reduce -14.5%
IYW iShares Ustechnology ETF 0.08% 3,032 $550K No change
VOO Vanguard S&P 500 ETF 0.07% 843 $504K Add +26.8%
FNDX Schwab Fndmntl US LRG Co. ETF 0.07% 17,910 $499K No change
JPST JPMorgan Ultra-Short Income 0.07% 9,267 $469K Reduce -16.4%
MA Mastercard Inc. Class A 0.07% 938 $468K Reduce -25.2%
LLY Eli Lilly & Co. 0.06% 495 $456K Reduce -15.8%
MUB iShares National Muni Bond E 0.06% 4,263 $453K Reduce -0.3%
NEE Nextera Energy Inc. 0.06% 4,828 $448K Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.06% 930 $446K Reduce -25.1%
MSI Motorola Solutions Inc. 0.06% 1,018 $442K New
SCHX Schwab US Large-Cap ETF 0.06% 16,881 $433K No change
NFLX Netflix Inc. 0.06% 4,263 $410K Reduce -10.8%
IWR iShares Russell Mid-Cap ETF 0.05% 3,966 $386K Add +1.3%
SCHD Schwab US DVD Equity ETF 0.05% 12,367 $379K Reduce -0.3%
KO The Coca-Cola Co. 0.05% 4,769 $363K Reduce -6.9%
VONV Vanguard Russell 1000 Value 0.05% 3,833 $359K No change
CVX Chevron Corp. 0.05% 1,667 $345K Reduce -16.0%
XLE SS Energy Select Sector 0.05% 5,602 $343K Reduce -2.9%
GS Goldman Sachs Group Inc. 0.05% 403 $341K No change
TT Trane Technologies PLC 0.05% 797 $332K Reduce -6.6%
RTX RTX Corp. 0.05% 1,689 $326K Reduce -23.0%
SLYV SS SPDR S&P 600 SC Val ETF 0.04% 3,376 $319K Reduce -2.5%
SOXX iShares Semiconductor ETF 0.04% 967 $318K New
CSCO Cisco Systems Inc. 0.04% 4,044 $314K Reduce -12.4%
COWZ Pacer US Cash Cows 100 ETF 0.04% 4,636 $290K New
IYR iShares US Real Estate ETF 0.04% 3,051 $289K New
TSLA Tesla Inc. 0.04% 765 $284K Add +22.0%
IJR iShares Core S&P Small-Cap E 0.04% 2,283 $284K Add +0.0%
AIRR First Trust Rba American Ind 0.04% 2,536 $281K No change
IAU iShares Gold Trust 0.04% 3,172 $280K New
WFC Wells Fargo & Co. 0.04% 3,499 $279K Reduce -14.7%
VB Vanguard Most SM-Cap ETF-Usd 0.04% 1,062 $278K Add +2.2%
BOND PIMCO Active Bond Exchange-T 0.04% 2,964 $274K Add +1.3%
KIM Kimco Realty Corp. 0.04% 11,750 $264K Add +0.8%
NOC Northrop Grumman Corp. 0.04% 379 $259K No change
TSM Taiwan Semiconductor-SP ADR 0.04% 760 $257K Reduce -2.3%
RSP Invesco S&P 500 Equal Weight 0.04% 1,330 $255K No change
ITA iShares U.S. Aerospace & Def 0.04% 1,155 $253K Add +7.6%
ABBV Abbvie Inc. 0.04% 1,161 $253K Reduce -23.8%
GEV GE Vernova Inc. 0.04% 289 $252K New
PGR Progressive Corp. 0.03% 1,261 $250K Reduce -8.9%
IWM iShares Russell 2000 ETF 0.03% 1,003 $249K Add +4.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 1,545 $247K New
AZN Astrazeneca PLC 0.03% 1,251 $247K Reduce -5.4%
IEI iShares 3-7 Year Treasury Bo 0.03% 2,037 $242K No change
PH Parker Hannifin Corp. 0.03% 269 $241K Reduce -9.1%
IBIT iShares Bitcoin Trust ETF 0.03% 6,262 $241K Add +45.5%
GLDM SPDR Gold Minishares Trust 0.03% 2,520 $234K Add +4.5%
AOR iShares Core 60/40 Balanced 0.03% 3,341 $215K Reduce -5.6%
SYK Stryker Corp. 0.03% 650 $214K Reduce -2.3%
VRT Vertiv Holdings Co. Class A 0.03% 850 $213K New
MESO Mesoblast Ltd.- Spon ADR 0.03% 13,828 $213K No change
SLV iShares Silver Trust 0.03% 3,033 $207K New
ORCL Oracle Corp. 0.03% 1,401 $206K Reduce -5.3%
PWR Quanta Services Inc. 0.03% 368 $202K New
VTEC Vanguard Ca Tax-Ex Bond 0.03% 2,038 $202K New
ESRT Empire State Realty Trust-A 0.01% 14,188 $74K No change
ECOR Electrocore Inc. 0.01% 10,000 $60K No change
SKYX SKYX Platforms Corp. 0.00% 16,545 $19K No change

Portfolio Sells Q4 2025 → Q1 2026
VUG Vanguard Mrngstar GR ETF-Sui Reduce -6.2% 4.21% −0.87
QQQM Invesco Nasdaq 100 ETF Reduce -0.3% 5.14% −0.43
MSFT Microsoft Corp. Reduce -27.9% 0.26% −0.22
IWF iShares Russell 1000 Growth Reduce -0.3% 1.52% −0.20
IVE iShares S&P 500 Value ETF Reduce -37.9% 0.27% −0.17
VIGI Vanguard Int Div App Indx FD Reduce -20.0% 0.52% −0.16
AAPL Apple Inc. Reduce -7.6% 0.87% −0.15
DWM Wisdomtree International Equ Reduce -25.9% 0.38% −0.13
IWO iShares Russell 2000 Growth Reduce -2.4% 1.85% −0.13
IVW iShares S&P 500 Growth ETF Reduce -3.9% 0.80% −0.12
SPY SS SPDR S&P 500 ETF Trust-US Reduce -26.1% 0.21% −0.09
VIG Vanguard Dividend Apprec ETF Reduce -13.3% 0.39% −0.08
EEM iShares MSCI Emerging Market Reduce -15.5% 0.45% −0.07
DLN Wisdomtree US Largecap Divid Reduce -8.2% 0.76% −0.07
IQLT iShares MSCI International Q Reduce -1.3% 6.62% −0.07
AMZN Amazon.com Inc. Reduce -3.7% 0.40% −0.07
NVDA Nvidia Corp. Reduce -4.7% 0.48% −0.07
VWO Vanguard Ftse Emerging Marke Reduce -1.1% 2.97% −0.06
PWB Invesco Large Cap Growth ETF Reduce -17.0% 0.24% −0.06
IVV iShares Core S&P 500 ETF Reduce -9.6% 0.27% −0.05
PANW Palo Alto Networks Inc. Sold out 0.00% −0.05
GOOG Alphabet Inc. Class C Reduce -16.7% 0.14% −0.05
IJT iShares S&P Small-Cap 600 GR Reduce -10.6% 0.43% −0.05
V Visa Inc. Class A Reduce -8.2% 0.16% −0.05
GOOGL Alphabet Inc. Class A Reduce -8.4% 0.21% −0.04
ABT Abbott Laboratories Sold out 0.00% −0.04
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.04
PG The Procter & Gamble Co. Sold out 0.00% −0.04
GWX State Street SPDR S&P Intern Reduce -8.5% 0.53% −0.04
META Meta Platforms Inc. Class A Reduce -9.6% 0.12% −0.04
BLK BlackRock Inc. Sold out 0.00% −0.04
MA Mastercard Inc. Class A Reduce -25.2% 0.07% −0.04
LDUR PIMCO Enhanced Low Duration Sold out 0.00% −0.04
IBM Intl Business Machines Corp. Sold out 0.00% −0.03
REZ Ishars Res and Multi Reales Sold out 0.00% −0.03
ETN Eaton Corp. PLC Sold out 0.00% −0.03
JPM JPMorgan Chase & Co. Reduce -12.0% 0.13% −0.03
DFAT Dimensional US Target Value Reduce -17.6% 0.19% −0.03
CWI State Street SPDR MSCI Acwi Reduce -3.6% 0.93% −0.03
PNC PNC Financial Services Group Sold out 0.00% −0.03
AVGO Broadcom Inc. Reduce -3.9% 0.17% −0.03
AMGN Amgen Inc. Sold out 0.00% −0.03
DIS The Walt Disney Co. Sold out 0.00% −0.03
EFA iShares MSCI Eafe ETF Reduce -7.1% 0.36% −0.03
BAC Bank of America Corp. Sold out 0.00% −0.03
GE General Electric Sold out 0.00% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -25.1% 0.06% −0.03
LLY Eli Lilly & Co. Reduce -15.8% 0.06% −0.03
HIG Hartford Insurance Group Inc. Reduce -16.3% 0.11% −0.03
AGG iShares Core U.S. Aggregate Reduce -1.1% 0.78% −0.02

Portfolio Buys Q4 2025 → Q1 2026
RLY SS Multi-Asset Real Ret ETF Add +2.7% 5.39% +0.76
SPAB SS SPDR P Agg Bond ETF Add +7.0% 14.90% +0.70
DFLV Dim US Large Cap Value ETF Add +15.2% 3.44% +0.54
DFIV Dimensional International Va Add +7.9% 4.38% +0.48
BSV Vanguard Short-Term Bond ETF Add +7.5% 5.93% +0.30
DFSV Dimensional US Small Cap Val Add +8.0% 2.19% +0.26
DFIS Dimensional International SM Add +7.8% 2.89% +0.23
SUB iShares Short-Term National Add +29.3% 1.05% +0.23
SPEM State Street SP PTF Em ETF Add +48.4% 0.67% +0.21
VSS Vanguard Ftse All Wo X-US SC Add +33.9% 0.66% +0.17
VNQ Vanguard Real Estate ETF Add +6.8% 2.32% +0.12
IEMG iShares Core MSCI Emerging Add +0.8% 3.89% +0.12
IEFA iShares Core MSCI Eafe ETF Add +23.0% 0.46% +0.09
JEPI JPMorgan Equity Premium Inco Add +5.7% 2.41% +0.07
MSI Motorola Solutions Inc. New 0.06% +0.06
SOXX iShares Semiconductor ETF New 0.04% +0.04
COWZ Pacer US Cash Cows 100 ETF New 0.04% +0.04
IYR iShares US Real Estate ETF New 0.04% +0.04
IAU iShares Gold Trust New 0.04% +0.04
VEU Vanguard Ftse All-World Ex-U Add +13.4% 0.31% +0.04
GEV GE Vernova Inc. New 0.04% +0.04
TJX TJX Companies Inc. New 0.03% +0.03
VRT Vertiv Holdings Co. Class A New 0.03% +0.03
SLV iShares Silver Trust New 0.03% +0.03
PWR Quanta Services Inc. New 0.03% +0.03
VTEC Vanguard Ca Tax-Ex Bond New 0.03% +0.03
SPYV SS SPDR P S&P 500 Value ETF Add +19.7% 0.19% +0.03
AOA iShares Core 80/20 Aggressiv Add +8.6% 0.25% +0.01
VOO Vanguard S&P 500 ETF Add +26.8% 0.07% +0.01
NEE Nextera Energy Inc. Add +0.1% 0.06% +0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Add +4.0% 0.31% +0.01
VEA Vanguard Ftse Developed ETF Add +3.6% 0.15% +0.01
VYM Vanguard High DVD Yield ETF Add +0.8% 0.18% +0.00
KIM Kimco Realty Corp. Add +0.8% 0.04% +0.00
GLDM SPDR Gold Minishares Trust Add +4.5% 0.03% +0.00
IBIT iShares Bitcoin Trust ETF Add +45.5% 0.03% +0.00
ITA iShares U.S. Aerospace & Def Add +7.6% 0.04% +0.00
IWM iShares Russell 2000 ETF Add +4.4% 0.03% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +2.2% 0.04% +0.00
IJR iShares Core S&P Small-Cap E Add +0.0% 0.04% +0.00
IWR iShares Russell Mid-Cap ETF Add +1.3% 0.05% +0.00
TSLA Tesla Inc. Add +22.0% 0.04% −0.00
BOND PIMCO Active Bond Exchange-T Add +1.3% 0.04% −0.00
VTWO Vanguard Russell 2000 ETF Add +0.0% 0.12% −0.00
HD Home Depot Inc. Add +4.0% 0.11% −0.00
BND Vanguard Total Bond Market Add +0.4% 1.38% −0.02
QQQ Invesco QQQ Trust Series 1 Add +0.9% 0.58% −0.04
SPYG SS SPDR P S&P 500 Growth ETF Add +4.8% 1.15% −0.06
QUAL iShares MSCI USA Quality Fac Add +1.8% 2.82% −0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 147$787.3MSPAB, IQLT, QQQM, BSV, RLY
Q1 2026 143$718.3MSPAB, IQLT, BSV, RLY, QQQM
Q4 2025 146$707.9MSPAB, IQLT, BSV, QQQM, VUG
Q3 2025 132$658.2MSPAB, IQLT, QQQM, BSV, VUG
Q2 2025 123$584.2MSPAB, IQLT, BSV, QQQM, VUG
Q1 2025 113$514.9MSPAB, BSV, IQLT, QQQM, VUG
Q4 2024 110$497.4MSPAB, QQQM, IEF, IQLT, VUG
Q3 2024 108$498.9MSPAB, USFR, IEF, IQLT, QQQM
Q2 2024 104$463.8MSPAB, USFR, IQLT, QQQM, IEF
Q1 2024 102$441.4MSPAB, IQLT, IEF, QQQM, USFR