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: $658.2M132 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$377K	0.1%Prev: 0.0%	1,629 SH	Increased+515 SH
ALPHABET INC	CAP STK CL A	$889K	0.1%Prev: 0.2%	3,656 SH	Decreased-1,495 SH
ALPHABET INC	CAP STK CL C	$996K	0.2%Prev: 0.2%	4,091 SH	Decreased+640 SH
AMAZON COM INC	COM	$2.7M	0.4%Prev: 0.4%	12,198 SH	Decreased-1,755 SH
APPLE INC	COM	$5.9M	0.9%Prev: 0.9%	23,129 SH	Decreased-1,380 SH
ASSURANT INC	COM	$266K	0.0%Prev: 0.1%	1,226 SH	Decreased-1,303 SH
BANK AMERICA CORP	COM	$211K	0.0%	4,091 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$395K	0.1%Prev: 0.1%	786 SH	Decreased-133 SH
BROADCOM INC	COM	$904K	0.1%Prev: 0.2%	2,741 SH	Decreased-1,271 SH
CHEVRON CORP NEW	COM	$295K	0.0%	1,897 SH	New
COCA COLA CO	COM	$250K	0.0%Prev: 0.0%	3,767 SH	Decreased-1,002 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.2%	1,200 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$21.7M	3.3%Prev: 4.2%	470,709 SH	Decreased-139,992 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$14.5M	2.2%Prev: 2.9%	457,377 SH	Decreased-202,206 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$17.3M	2.6%	524,775 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$9.4M	1.4%Prev: 1.4%	209,997 SH	Decreased+8,808 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$11.6M	1.8%	363,976 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	0.2%Prev: 0.2%	25,987 SH	Increased+6,456 SH
EATON CORP PLC	SHS	$234K	0.0%Prev: 0.0%	625 SH	Increased+89 SH
ELECTROCORE INC	COM NEW	$50K	0.0%Prev: 0.0%	10,000 SH	Decreased
ELI LILLY & CO	COM	$521K	0.1%Prev: 0.1%	683 SH	Decreased+201 SH
EMPIRE ST RLTY TR INC	CL A	$109K	0.0%Prev: 0.0%	14,188 SH	Increased
EXXON MOBIL CORP	COM	$468K	0.1%Prev: 0.1%	4,153 SH	Decreased+388 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.4M	0.2%Prev: 0.2%	10,687 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$229K	0.0%Prev: 0.1%	288 SH	Decreased-115 SH
HOME DEPOT INC	COM	$798K	0.1%Prev: 0.1%	1,969 SH	Decreased-383 SH
INTERNATIONAL BUSINESS MACHS	COM	$267K	0.0%	945 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$39.2M	5.9%Prev: 5.9%	158,431 SH	Decreased+5,431 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$2.5M	0.4%	20,153 SH	New
INVESCO QQQ TR	UNIT SER 1	$4.2M	0.6%	6,942 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$267K	0.0%	4,104 SH	New
ISHARES INC	CORE MSCI EMKT	$24.4M	3.7%Prev: 4.3%	370,867 SH	Decreased-33,288 SH
ISHARES TR	3 7 YR TREAS BD	$243K	0.0%Prev: 0.0%	2,037 SH	Increased
ISHARES TR	CORE 60/40 BALAN	$210K	0.0%	3,257 SH	New
ISHARES TR	CORE 80/20 AGGRE	$1.7M	0.3%	19,781 SH	New
ISHARES TR	CORE DIV GRWTH	$249K	0.0%	3,653 SH	New
ISHARES TR	CORE MSCI EAFE	$2.5M	0.4%Prev: 0.5%	28,529 SH	Decreased-8,206 SH
ISHARES TR	CORE S&P SCP ETF	$217K	0.0%Prev: 0.0%	1,830 SH	Decreased-223 SH
ISHARES TR	CORE S&P US VLU	$3.2M	0.5%Prev: 0.4%	32,038 SH	Decreased+132 SH
ISHARES TR	CORE S&P500 ETF	$2.4M	0.4%Prev: 0.3%	3,563 SH	Increased+933 SH
ISHARES TR	CORE US AGGBD ET	$5.9M	0.9%Prev: 0.7%	58,405 SH	Increased+3,828 SH
ISHARES TR	EAFE SML CP ETF	$998K	0.2%Prev: 0.1%	13,008 SH	Decreased+363 SH
ISHARES TR	EAFE VALUE ETF	$1.3M	0.2%Prev: 0.2%	19,050 SH	Decreased+724 SH
ISHARES TR	MSCI EAFE ETF	$2.9M	0.4%Prev: 0.3%	30,986 SH	Increased+8,053 SH
ISHARES TR	MSCI EMG MKT ETF	$3.6M	0.6%Prev: 0.5%	67,884 SH	Decreased+14,511 SH
ISHARES TR	MSCI INTL QUALTY	$42.1M	6.4%Prev: 6.7%	953,460 SH	Decreased-107,984 SH
ISHARES TR	MSCI USA QLT FCT	$19.6M	3.0%Prev: 3.0%	100,935 SH	Decreased-5,833 SH
ISHARES TR	NATIONAL MUN ETF	$455K	0.1%Prev: 0.0%	4,277 SH	Increased+821 SH
ISHARES TR	RESIDENTIAL MULT	$15.4M	2.3%	181,105 SH	New
ISHARES TR	RUS 1000 GRW ETF	$12.1M	1.8%Prev: 1.6%	25,910 SH	Decreased-72,533 SH
ISHARES TR	RUS 1000 VAL ETF	$3.5M	0.5%Prev: 0.5%	17,388 SH	Decreased+1,068 SH
ISHARES TR	RUS 2000 GRW ETF	$13.7M	2.1%Prev: 2.1%	42,815 SH	Decreased+159 SH
ISHARES TR	RUS 2000 VAL ETF	$3.6M	0.5%Prev: 0.5%	20,148 SH	Decreased+2,421 SH
ISHARES TR	RUS MID CAP ETF	$380K	0.1%Prev: 0.1%	3,931 SH	Decreased+209 SH
ISHARES TR	RUSSELL 2000 ETF	$231K	0.0%Prev: 0.0%	954 SH	Decreased-49 SH
ISHARES TR	S&P 500 GRWT ETF	$6.7M	1.0%Prev: 0.9%	55,114 SH	Decreased+4,964 SH
ISHARES TR	S&P 500 VAL ETF	$3.0M	0.5%Prev: 0.3%	14,585 SH	Increased+5,563 SH
ISHARES TR	S&P SML 600 GWT	$3.4M	0.5%Prev: 0.5%	24,225 SH	Decreased+2,993 SH
ISHARES TR	SHRT NAT MUN ETF	$5.0M	0.8%Prev: 0.8%	46,730 SH	Decreased-12,366 SH
ISHARES TR	SP SMCP600VL ETF	$1.5M	0.2%Prev: 0.2%	13,759 SH	Decreased+54 SH
ISHARES TR	U.S. TECH ETF	$594K	0.1%Prev: 0.1%	3,032 SH	Decreased+7 SH
ISHARES TR	US HOME CONS ETF	$212K	0.0%Prev: 0.0%	1,976 SH	Increased-40 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$15.2M	2.3%Prev: 2.2%	265,724 SH	Decreased-44,456 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$528K	0.1%Prev: 0.1%	10,402 SH	Increased+1,167 SH
JOHNSON & JOHNSON	COM	$975K	0.1%Prev: 0.1%	5,256 SH	Increased+2,990 SH
JPMORGAN CHASE & CO.	COM	$756K	0.1%	2,397 SH	New
KIMCO RLTY CORP	COM	$253K	0.0%	11,595 SH	New
MASTERCARD INCORPORATED	CL A	$613K	0.1%Prev: 0.1%	1,077 SH	Increased+255 SH
MESOBLAST LTD	SPONS ADR	$161K	0.0%Prev: 0.0%	10,000 SH	Increased
META PLATFORMS INC	CL A	$1.0M	0.2%Prev: 0.1%	1,384 SH	Increased-160 SH
MICROSOFT CORP	COM	$3.1M	0.5%Prev: 0.2%	6,079 SH	Increased+1,079 SH
NETFLIX INC	COM	$600K	0.1%	500 SH	New
NEXTERA ENERGY INC	COM	$264K	0.0%Prev: 0.1%	3,500 SH	Decreased-1,272 SH
NORTHROP GRUMMAN CORP	COM	$221K	0.0%	362 SH	New
NVIDIA CORPORATION	COM	$3.2M	0.5%Prev: 0.8%	17,323 SH	Decreased-12,463 SH
ORACLE CORP	COM	$468K	0.1%Prev: 0.0%	1,663 SH	Increased+296 SH
PIMCO ETF TR	ACTIVE BD ETF	$270K	0.0%Prev: 0.0%	2,889 SH	Decreased-112 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$251K	0.0%	2,615 SH	New
PROGRESSIVE CORP	COM	$232K	0.0%Prev: 0.0%	941 SH	Decreased-316 SH
RTX CORPORATION	COM	$225K	0.0%	1,344 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$471K	0.1%Prev: 0.1%	17,910 SH	Decreased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$445K	0.1%Prev: 0.1%	16,881 SH	Decreased+37 SH
SIMON PPTY GROUP INC NEW	COM	$703K	0.1%Prev: 0.1%	3,747 SH	Decreased-64 SH
SKYX PLATFORMS CORP	COM	$19K	0.0%	16,545 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.7M	0.3%	3,570 SH	New
SPDR GOLD TR	GOLD SHS	$643K	0.1%Prev: 0.1%	1,809 SH	Decreased-356 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$6.7M	1.0%	190,908 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$3.2M	0.5%	67,392 SH	New
SPDR INDEX SHS FDS	S&P INTL SMLCP	$4.0M	0.6%	99,926 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.3%	3,068 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$95.5M	14.5%	3,692,751 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$8.8M	1.3%	84,411 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$1.5M	0.2%	35,045 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$1.2M	0.2%	21,247 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$1.7M	0.3%	18,341 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$314K	0.0%	3,537 SH	New
SSGA ACTIVE ETF TR	MULT ASS RLRTN	$29.7M	4.5%	963,184 SH	New
STRYKER CORPORATION	COM	$253K	0.0%Prev: 0.0%	684 SH	Increased+37 SH
T ROWE PRICE ETF INC	US EQUITY RESEAR	$1.1M	0.2%	25,346 SH	New
TESLA INC	COM	$383K	0.1%Prev: 0.0%	862 SH	Increased+82 SH
TRANE TECHNOLOGIES PLC	SHS	$401K	0.1%Prev: 0.0%	950 SH	Increased+152 SH
UNITEDHEALTH GROUP INC	COM	$220K	0.0%	638 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$882K	0.1%Prev: 0.1%	4,423 SH	Decreased+167 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$38.5M	5.9%Prev: 5.6%	488,484 SH	Decreased-78,010 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$10.5M	1.6%Prev: 1.2%	140,706 SH	Increased+8,483 SH
VANGUARD INDEX FDS	GROWTH ETF	$35.7M	5.4%Prev: 4.5%	74,391 SH	Decreased-339,804 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$207K	0.0%	705 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$363K	0.1%Prev: 0.1%	593 SH	Decreased-252 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.1M	0.3%Prev: 0.3%	10,086 SH	Decreased+870 SH
VANGUARD INDEX FDS	SMALL CP ETF	$264K	0.0%Prev: 0.0%	1,039 SH	Decreased-17 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.1M	0.3%Prev: 0.3%	7,159 SH	Decreased-153 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$745K	0.1%Prev: 0.1%	2,269 SH	Decreased-70 SH
VANGUARD INDEX FDS	VALUE ETF	$4.0M	0.6%Prev: 0.5%	21,426 SH	Decreased+1,776 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.8M	0.3%Prev: 0.3%	25,880 SH	Decreased-3,479 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$20.4M	3.1%Prev: 3.1%	376,939 SH	Decreased-27,032 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.3M	0.5%Prev: 0.6%	23,266 SH	Decreased-8,481 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$343K	0.1%Prev: 0.0%	3,833 SH	Decreased+210 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$813K	0.1%Prev: 0.1%	8,307 SH	Decreased+14 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$1.2M	0.2%Prev: 0.2%	7,661 SH	Decreased+167 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	0.5%Prev: 0.4%	15,022 SH	Increased+2,016 SH
VANGUARD STAR FDS	VG TL INTL STK F	$250K	0.0%Prev: 0.1%	3,406 SH	Decreased-6,982 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.2%Prev: 0.2%	22,515 SH	Increased+4,977 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	0.2%Prev: 0.2%	7,712 SH	Decreased-948 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$4.5M	0.7%Prev: 0.5%	49,759 SH	Increased+10,075 SH
VANGUARD WORLD FD	CONSUM STP ETF	$783K	0.1%	3,664 SH	New
VERIZON COMMUNICATIONS INC	COM	$282K	0.0%	6,408 SH	New
VISA INC	COM CL A	$1.3M	0.2%Prev: 0.2%	3,706 SH	Decreased-16 SH
WALMART INC	COM	$1.0M	0.2%Prev: 0.2%	9,927 SH	Decreased-1,318 SH
WELLS FARGO CO NEW	COM	$284K	0.0%	3,390 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$279K	0.0%	5,542 SH	New
WISDOMTREE TR	INTL EQUITY FD	$3.7M	0.6%Prev: 0.4%	55,893 SH	Increased+17,816 SH
WISDOMTREE TR	US LARGECAP DIVD	$5.8M	0.9%Prev: 0.8%	66,877 SH	Decreased+5,142 SH

Sold (vs prior filing)

ASTRAZENECA PLC — $237K
CATERPILLAR INC — $258K
CHEVRON CORPORATION — $244K
CISCO SYS INC — $475K
COSTCO WHOLESALE CORPORATION — $553K
DIMENSIONAL ETF TRUST — $28.3M
DIMENSIONAL ETF TRUST — $17.9M
FIRST TR EXCHANGE TRADED FD — $338K
GE AEROSPACE — $223K
GE VERNOVA INC — $340K
HARTFORD INSURANCE GROUP INC — $757K
INTEL CORP — $339K
INVESCO EXCHANGE TRADED FD T — $2.3M
INVESCO EXCHANGE TRADED FD T — $283K
ISHARES GOLD TR — $240K
ISHARES TR — $233K
ISHARES TR — $2.1M
ISHARES TR — $619K
ISHARES TR — $312K
ISHARES TR — $280K
… and 34 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