TOBIAS FINANCIAL ADVISORS, INC.

CIK 0001802080 • 7 13F filings • May 15, 2025 – Aug 25, 2026

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Filer information

Filed by: TOBIAS FINANCIAL ADVISORS, INC., Chief Compliance Officer
Address: 1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
Phone: 954-424-1660
AUM: $707.9M

AUM over time

$787.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $584.2M123 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$608K	0.1%Prev: 0.2%	3,452 SH	Decreased-1,899 SH
ALPHABET INC	CAP STK CL C	$689K	0.1%Prev: 0.1%	3,883 SH	Decreased+365 SH
AMAZON COM INC	COM	$2.5M	0.4%Prev: 0.4%	11,502 SH	Decreased-2,437 SH
APPLE INC	COM	$4.5M	0.8%Prev: 0.9%	21,999 SH	Decreased-2,569 SH
ASSURANT INC	COM	$237K	0.0%Prev: 0.1%	1,200 SH	Decreased-1,329 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$352K	0.1%Prev: 0.1%	725 SH	Decreased-205 SH
BROADCOM INC	COM	$537K	0.1%Prev: 0.2%	1,946 SH	Decreased-2,076 SH
CARGO THERAPEUTICS INC	COM	$114K	0.0%	27,600 SH	New
COCA COLA CO	COM	$250K	0.0%Prev: 0.1%	3,538 SH	Decreased-1,231 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.2%	1,143 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$18.3M	3.1%Prev: 4.4%	426,593 SH	Decreased-169,424 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$12.5M	2.1%Prev: 2.9%	417,258 SH	Decreased-198,480 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$14.2M	2.4%Prev: 3.4%	457,843 SH	Decreased-233,348 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$8.9M	1.5%Prev: 1.4%	210,155 SH	Decreased+4,886 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$8.6M	1.5%Prev: 2.2%	290,788 SH	Decreased-157,143 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.2%Prev: 0.2%	26,024 SH	Increased+4,660 SH
DISNEY WALT CO	COM	$207K	0.0%	1,669 SH	New
EATON CORP PLC	SHS	$227K	0.0%	636 SH	New
ELECTROCORE INC	COM NEW	$53K	0.0%Prev: 0.0%	10,000 SH	Decreased
ELI LILLY & CO	COM	$448K	0.1%Prev: 0.1%	574 SH	Decreased+79 SH
EMPIRE ST RLTY TR INC	CL A	$115K	0.0%Prev: 0.0%	14,188 SH	Increased
EXXON MOBIL CORP	COM	$443K	0.1%Prev: 0.1%	4,105 SH	Decreased+340 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.3M	0.2%Prev: 0.2%	10,687 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$204K	0.0%Prev: 0.0%	288 SH	Decreased-115 SH
HOME DEPOT INC	COM	$343K	0.1%Prev: 0.1%	935 SH	Decreased-1,415 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$35.6M	6.1%Prev: 5.1%	156,811 SH	Decreased+1,432 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$2.4M	0.4%Prev: 0.2%	20,624 SH	Increased+7,157 SH
INVESCO QQQ TR	UNIT SER 1	$3.3M	0.6%Prev: 0.6%	5,991 SH	Decreased-1,280 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$339K	0.1%Prev: 0.0%	5,538 SH	Increased-724 SH
ISHARES INC	CORE MSCI EMKT	$2.0M	0.3%Prev: 3.9%	33,195 SH	Decreased-367,648 SH
ISHARES TR	3 7 YR TREAS BD	$243K	0.0%Prev: 0.0%	2,037 SH	Increased
ISHARES TR	7-10 YR TRSY BD	$227K	0.0%	2,370 SH	New
ISHARES TR	CORE 80/20 AGGRE	$1.5M	0.3%Prev: 0.3%	17,640 SH	Decreased-2,785 SH
ISHARES TR	CORE DIV GRWTH	$232K	0.0%	3,634 SH	New
ISHARES TR	CORE MSCI EAFE	$2.3M	0.4%Prev: 0.5%	28,142 SH	Decreased-8,608 SH
ISHARES TR	CORE S&P US VLU	$3.0M	0.5%Prev: 0.5%	32,038 SH	Decreased+132 SH
ISHARES TR	CORE S&P500 ETF	$2.8M	0.5%Prev: 0.3%	4,459 SH	Increased+1,450 SH
ISHARES TR	CORE US AGGBD ET	$5.7M	1.0%Prev: 0.8%	57,961 SH	Increased+1,504 SH
ISHARES TR	EAFE SML CP ETF	$983K	0.2%Prev: 0.1%	13,524 SH	Decreased+871 SH
ISHARES TR	EAFE VALUE ETF	$1.2M	0.2%Prev: 0.2%	19,021 SH	Decreased+581 SH
ISHARES TR	MSCI EAFE ETF	$2.8M	0.5%Prev: 0.4%	31,476 SH	Increased+4,757 SH
ISHARES TR	MSCI EMG MKT ETF	$3.3M	0.6%Prev: 0.4%	68,827 SH	Increased+12,461 SH
ISHARES TR	MSCI INTL QUALTY	$39.1M	6.7%Prev: 6.6%	903,708 SH	Decreased-124,208 SH
ISHARES TR	MSCI USA QLT FCT	$18.0M	3.1%Prev: 2.8%	98,336 SH	Decreased-7,362 SH
ISHARES TR	NATIONAL MUN ETF	$3.5M	0.6%Prev: 0.1%	33,768 SH	Increased+29,505 SH
ISHARES TR	RESIDENTIAL MULT	$14.8M	2.5%	179,376 SH	New
ISHARES TR	RUS 1000 GRW ETF	$11.1M	1.9%Prev: 1.5%	26,073 SH	Increased+525 SH
ISHARES TR	RUS 1000 VAL ETF	$3.3M	0.6%Prev: 0.5%	17,140 SH	Decreased+685 SH
ISHARES TR	RUS 2000 GRW ETF	$11.1M	1.9%Prev: 1.9%	38,853 SH	Decreased-3,552 SH
ISHARES TR	RUS 2000 VAL ETF	$3.2M	0.5%Prev: 0.5%	20,348 SH	Decreased+2,504 SH
ISHARES TR	RUS MID CAP ETF	$271K	0.0%Prev: 0.1%	2,944 SH	Decreased-1,022 SH
ISHARES TR	S&P 500 GRWT ETF	$6.1M	1.0%Prev: 0.8%	55,668 SH	Increased+4,832 SH
ISHARES TR	S&P 500 VAL ETF	$2.9M	0.5%Prev: 0.3%	15,072 SH	Increased+6,014 SH
ISHARES TR	S&P SML 600 GWT	$3.3M	0.6%Prev: 0.4%	24,571 SH	Increased+3,215 SH
ISHARES TR	SHRT NAT MUN ETF	$5.5M	0.9%Prev: 1.1%	51,373 SH	Decreased-19,570 SH
ISHARES TR	SP SMCP600VL ETF	$1.4M	0.2%Prev: 0.2%	14,011 SH	Decreased+268 SH
ISHARES TR	U.S. TECH ETF	$525K	0.1%Prev: 0.1%	3,032 SH	Decreased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$14.8M	2.5%Prev: 2.4%	260,970 SH	Decreased-44,710 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$576K	0.1%Prev: 0.1%	11,359 SH	Increased+2,092 SH
JOHNSON & JOHNSON	COM	$745K	0.1%Prev: 0.1%	4,879 SH	Decreased+518 SH
JPMORGAN CHASE & CO.	COM	$601K	0.1%	2,073 SH	New
KIMCO RLTY CORP	COM	$313K	0.1%	14,890 SH	New
MASTERCARD INCORPORATED	CL A	$539K	0.1%Prev: 0.1%	960 SH	Increased+22 SH
MESOBLAST LTD	SPONS ADR	$109K	0.0%Prev: 0.0%	10,000 SH	Decreased-3,828 SH
META PLATFORMS INC	CL A	$896K	0.2%Prev: 0.1%	1,213 SH	Increased-331 SH
MICROSOFT CORP	COM	$2.7M	0.5%Prev: 0.3%	5,478 SH	Increased+433 SH
NETFLIX INC	COM	$619K	0.1%	462 SH	New
NEXTERA ENERGY INC	COM	$230K	0.0%Prev: 0.1%	3,320 SH	Decreased-1,508 SH
NVIDIA CORPORATION	COM	$2.5M	0.4%Prev: 0.5%	15,529 SH	Decreased-4,333 SH
ORACLE CORP	COM	$385K	0.1%Prev: 0.0%	1,760 SH	Increased+359 SH
PIMCO ETF TR	ACTIVE BD ETF	$263K	0.0%Prev: 0.0%	2,852 SH	Decreased-112 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$249K	0.0%	2,594 SH	New
PROGRESSIVE CORP	COM	$228K	0.0%Prev: 0.0%	854 SH	Decreased-407 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$440K	0.1%Prev: 0.1%	17,910 SH	Decreased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$413K	0.1%Prev: 0.1%	16,882 SH	Decreased+1 SH
SIMON PPTY GROUP INC NEW	COM	$607K	0.1%Prev: 0.1%	3,776 SH	Decreased-5 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.5M	0.3%	3,510 SH	New
SPDR GOLD TR	GOLD SHS	$546K	0.1%Prev: 0.1%	1,791 SH	Decreased-374 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$6.3M	1.1%	191,704 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.9M	0.5%	68,461 SH	New
SPDR INDEX SHS FDS	S&P INTL SMLCP	$3.8M	0.6%	101,156 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.6M	0.3%	2,651 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$89.1M	15.2%	3,479,793 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$8.2M	1.4%	86,541 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$1.5M	0.3%	35,617 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$1.0M	0.2%	19,784 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$1.6M	0.3%	18,571 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$282K	0.0%	3,537 SH	New
STRYKER CORPORATION	COM	$265K	0.0%Prev: 0.0%	669 SH	Increased+19 SH
T ROWE PRICE ETF INC	US EQUITY RESEAR	$972K	0.2%Prev: 0.1%	24,988 SH	Decreased-358 SH
TESLA INC	COM	$225K	0.0%Prev: 0.0%	707 SH	Decreased-58 SH
TRANE TECHNOLOGIES PLC	SHS	$357K	0.1%Prev: 0.0%	816 SH	Increased+19 SH
UNITEDHEALTH GROUP INC	COM	$240K	0.0%	768 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$830K	0.1%Prev: 0.1%	4,398 SH	Decreased-25 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$37.0M	6.3%Prev: 5.9%	470,019 SH	Decreased-73,448 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$10.2M	1.8%Prev: 1.4%	139,198 SH	Increased+4,786 SH
VANGUARD INDEX FDS	GROWTH ETF	$32.9M	5.6%Prev: 4.2%	75,157 SH	Increased+5,959 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$215K	0.0%	754 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$309K	0.1%Prev: 0.1%	543 SH	Decreased-300 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	0.3%Prev: 0.3%	10,159 SH	Decreased+813 SH
VANGUARD INDEX FDS	SMALL CP ETF	$271K	0.0%Prev: 0.0%	1,142 SH	Decreased+80 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.0M	0.3%Prev: 0.3%	7,169 SH	Decreased-167 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$689K	0.1%Prev: 0.1%	2,267 SH	Decreased-69 SH
VANGUARD INDEX FDS	VALUE ETF	$3.8M	0.6%Prev: 0.6%	21,285 SH	Decreased+763 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.7M	0.3%Prev: 0.3%	25,894 SH	Decreased-4,056 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$17.5M	3.0%Prev: 3.0%	354,584 SH	Decreased-39,919 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.1M	0.5%Prev: 0.7%	23,212 SH	Decreased-9,488 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$221K	0.0%	3,758 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$327K	0.1%Prev: 0.1%	3,833 SH	Decreased
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$724K	0.1%Prev: 0.1%	8,303 SH	Decreased-12 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$1.1M	0.2%Prev: 0.2%	7,661 SH	Decreased+167 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.1M	0.5%Prev: 0.4%	14,912 SH	Increased+1,887 SH
VANGUARD STAR FDS	VG TL INTL STK F	$235K	0.0%Prev: 0.1%	3,402 SH	Decreased-7,052 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.2%Prev: 0.2%	23,351 SH	Increased+6,230 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$975K	0.2%Prev: 0.2%	7,314 SH	Decreased-1,346 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$4.5M	0.8%Prev: 0.5%	50,061 SH	Increased+7,972 SH
VANGUARD WORLD FD	CONSUM STP ETF	$802K	0.1%	3,664 SH	New
VISA INC	COM CL A	$1.3M	0.2%Prev: 0.2%	3,629 SH	Increased-214 SH
WALMART INC	COM	$925K	0.2%Prev: 0.2%	9,456 SH	Decreased-1,785 SH
WELLS FARGO CO NEW	COM	$242K	0.0%	3,022 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$28.7M	4.9%	570,886 SH	New
WISDOMTREE TR	INTL EQUITY FD	$3.7M	0.6%Prev: 0.4%	57,475 SH	Increased+18,335 SH
WISDOMTREE TR	US LARGECAP DIVD	$5.6M	1.0%Prev: 0.8%	67,872 SH	Increased+6,458 SH

Sold (vs prior filing)

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COSTCO WHOLESALE CORPORATION — $606K
FIRST TR EXCHANGE TRADED FD — $281K
GE VERNOVA INC — $252K
HARTFORD INSURANCE GROUP INC — $773K
INVESCO EXCHANGE TRADED FD T — $255K
ISHARES GOLD TR — $280K
ISHARES SILVER TR — $207K
ISHARES TR — $215K
ISHARES TR — $284K
ISHARES TR — $318K
ISHARES TR — $249K
ISHARES TR — $289K
ISHARES TR — $253K
JPMORGAN CHASE & CO — $914K
KIMCO REALTY CORP — $264K
MOTOROLA SOLUTIONS INC — $442K
… and 21 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001172661-26-000762	$707.9M	View
Nov 3, 2025	Q3 2025	13F-HR	0001172661-25-004533	$658.2M	View
Aug 25, 2026	Q2 2026