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: $707.9M141 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$298K	0.0%	2,375 SH	New
ABBVIE INC	COM	$348K	0.0%Prev: 0.1%	1,523 SH	Decreased-106 SH
ALPHABET INC	CAP STK CL A	$1.8M	0.3%Prev: 0.1%	5,843 SH	Increased+2,187 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.2%Prev: 0.2%	4,223 SH	Increased+132 SH
AMAZON COM INC	COM	$3.3M	0.5%Prev: 0.4%	14,481 SH	Increased+2,283 SH
AMGEN INC	COM	$213K	0.0%	651 SH	New
APPLE INC	COM	$7.2M	1.0%Prev: 0.9%	26,584 SH	Increased+3,455 SH
ASSURANT INC	COM	$712K	0.1%Prev: 0.0%	2,958 SH	Increased+1,732 SH
ASTRAZENECA PLC	SPONSORED ADR	$243K	0.0%	2,644 SH	New
BANK AMERICA CORP	COM	$205K	0.0%Prev: 0.0%	3,720 SH	Decreased-371 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$624K	0.1%Prev: 0.1%	1,241 SH	Increased+455 SH
BLACKROCK INC	COM	$255K	0.0%	238 SH	New
BROADCOM INC	COM	$1.4M	0.2%Prev: 0.1%	4,183 SH	Increased+1,442 SH
CHEVRON CORP NEW	COM	$303K	0.0%Prev: 0.0%	1,985 SH	Increased+88 SH
CISCO SYS INC	COM	$356K	0.1%	4,619 SH	New
COCA COLA CO	COM	$358K	0.1%Prev: 0.0%	5,124 SH	Increased+1,357 SH
COSTCO WHSL CORP NEW	COM	$644K	0.1%Prev: 0.2%	746 SH	Decreased-454 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$27.6M	3.9%Prev: 3.3%	552,462 SH	Increased+81,753 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$18.8M	2.7%Prev: 2.2%	571,198 SH	Increased+113,821 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$20.5M	2.9%Prev: 2.6%	599,978 SH	Increased+75,203 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$9.8M	1.4%Prev: 1.4%	209,709 SH	Increased-288 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$13.6M	1.9%Prev: 1.8%	414,592 SH	Increased+50,616 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	0.2%Prev: 0.2%	25,922 SH	Increased-65 SH
DISNEY WALT CO	COM	$207K	0.0%	1,815 SH	New
EATON CORP PLC	SHS	$238K	0.0%Prev: 0.0%	746 SH	Increased+121 SH
ELECTROCORE INC	COM NEW	$45K	0.0%Prev: 0.0%	10,000 SH	Decreased
ELI LILLY & CO	COM	$632K	0.1%Prev: 0.1%	588 SH	Increased-95 SH
EMPIRE ST RLTY TR INC	CL A	$93K	0.0%Prev: 0.0%	14,188 SH	Decreased
EXXON MOBIL CORP	COM	$542K	0.1%Prev: 0.1%	4,504 SH	Increased+351 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$249K	0.0%	2,536 SH	New
GE AEROSPACE	COM NEW	$204K	0.0%	663 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.4M	0.2%Prev: 0.2%	10,687 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$354K	0.1%Prev: 0.0%	403 SH	Increased+115 SH
HARTFORD INSURANCE GROUP INC	COM	$941K	0.1%	6,832 SH	New
HOME DEPOT INC	COM	$777K	0.1%Prev: 0.1%	2,259 SH	Decreased+290 SH
INTERNATIONAL BUSINESS MACHS	COM	$247K	0.0%Prev: 0.0%	833 SH	Decreased-112 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$39.4M	5.6%Prev: 5.9%	155,847 SH	Increased-2,584 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$2.1M	0.3%Prev: 0.4%	16,217 SH	Decreased-3,936 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$255K	0.0%	1,330 SH	New
INVESCO QQQ TR	UNIT SER 1	$4.4M	0.6%Prev: 0.6%	7,205 SH	Increased+263 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$214K	0.0%Prev: 0.0%	4,304 SH	Decreased+200 SH
ISHARES INC	CORE MSCI EMKT	$26.7M	3.8%Prev: 3.7%	397,556 SH	Increased+26,689 SH
ISHARES TR	3 7 YR TREAS BD	$243K	0.0%Prev: 0.0%	2,037 SH	Decreased
ISHARES TR	CORE 60/40 BALAN	$230K	0.0%Prev: 0.0%	3,540 SH	Increased+283 SH
ISHARES TR	CORE 80/20 AGGRE	$1.7M	0.2%Prev: 0.3%	18,807 SH	Decreased-974 SH
ISHARES TR	CORE MSCI EAFE	$2.7M	0.4%Prev: 0.4%	29,881 SH	Increased+1,352 SH
ISHARES TR	CORE S&P SCP ETF	$274K	0.0%Prev: 0.0%	2,282 SH	Increased+452 SH
ISHARES TR	CORE S&P US VLU	$3.3M	0.5%Prev: 0.5%	32,038 SH	Increased
ISHARES TR	CORE S&P500 ETF	$2.3M	0.3%Prev: 0.4%	3,330 SH	Decreased-233 SH
ISHARES TR	CORE US AGGBD ET	$5.7M	0.8%Prev: 0.9%	57,054 SH	Decreased-1,351 SH
ISHARES TR	EAFE SML CP ETF	$1.0M	0.1%Prev: 0.2%	12,931 SH	Increased-77 SH
ISHARES TR	EAFE VALUE ETF	$1.4M	0.2%Prev: 0.2%	19,074 SH	Increased+24 SH
ISHARES TR	MSCI EAFE ETF	$2.8M	0.4%Prev: 0.4%	28,769 SH	Decreased-2,217 SH
ISHARES TR	MSCI EMG MKT ETF	$3.6M	0.5%Prev: 0.6%	66,684 SH	Increased-1,200 SH
ISHARES TR	MSCI INTL QUALTY	$47.3M	6.7%Prev: 6.4%	1,040,991 SH	Increased+87,531 SH
ISHARES TR	MSCI USA QLT FCT	$20.6M	2.9%Prev: 3.0%	103,800 SH	Increased+2,865 SH
ISHARES TR	NATIONAL MUN ETF	$458K	0.1%Prev: 0.1%	4,277 SH	Increased
ISHARES TR	RESIDENTIAL MULT	$238K	0.0%Prev: 2.3%	2,884 SH	Decreased-178,221 SH
ISHARES TR	RUS 1000 GRW ETF	$12.1M	1.7%Prev: 1.8%	25,622 SH	Decreased-288 SH
ISHARES TR	RUS 1000 VAL ETF	$3.6M	0.5%Prev: 0.5%	17,147 SH	Increased-241 SH
ISHARES TR	RUS 2000 GRW ETF	$14.0M	2.0%Prev: 2.1%	43,449 SH	Increased+634 SH
ISHARES TR	RUS 2000 VAL ETF	$3.5M	0.5%Prev: 0.5%	19,351 SH	Decreased-797 SH
ISHARES TR	RUS MID CAP ETF	$377K	0.1%Prev: 0.1%	3,914 SH	Decreased-17 SH
ISHARES TR	RUSSELL 2000 ETF	$237K	0.0%Prev: 0.0%	961 SH	Increased+7 SH
ISHARES TR	S&P 500 GRWT ETF	$6.5M	0.9%Prev: 1.0%	52,877 SH	Decreased-2,237 SH
ISHARES TR	S&P 500 VAL ETF	$3.1M	0.4%Prev: 0.5%	14,579 SH	Increased-6 SH
ISHARES TR	S&P SML 600 GWT	$3.4M	0.5%Prev: 0.5%	23,875 SH	Decreased-350 SH
ISHARES TR	SHRT NAT MUN ETF	$5.9M	0.8%Prev: 0.8%	54,849 SH	Increased+8,119 SH
ISHARES TR	SP SMCP600VL ETF	$1.6M	0.2%Prev: 0.2%	13,758 SH	Increased-1 SH
ISHARES TR	U.S. TECH ETF	$605K	0.1%Prev: 0.1%	3,032 SH	Increased
ISHARES TR	US AER DEF ETF	$230K	0.0%	1,073 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$16.6M	2.3%Prev: 2.3%	289,257 SH	Increased+23,533 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$561K	0.1%Prev: 0.1%	11,088 SH	Increased+686 SH
JOHNSON & JOHNSON	COM	$1.2M	0.2%Prev: 0.1%	5,822 SH	Increased+566 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.2%Prev: 0.1%	3,534 SH	Increased+1,137 SH
KIMCO RLTY CORP	COM	$236K	0.0%Prev: 0.0%	11,651 SH	Decreased+56 SH
MASTERCARD INCORPORATED	CL A	$716K	0.1%Prev: 0.1%	1,254 SH	Increased+177 SH
MESOBLAST LTD	SPONS ADR	$249K	0.0%Prev: 0.0%	13,828 SH	Increased+3,828 SH
META PLATFORMS INC	CL A	$1.1M	0.2%Prev: 0.2%	1,707 SH	Increased+323 SH
MICROSOFT CORP	COM	$3.4M	0.5%Prev: 0.5%	6,998 SH	Increased+919 SH
NETFLIX INC	COM	$448K	0.1%Prev: 0.1%	4,782 SH	Decreased+4,282 SH
NEXTERA ENERGY INC	COM	$387K	0.1%Prev: 0.0%	4,825 SH	Increased+1,325 SH
NORTHROP GRUMMAN CORP	COM	$216K	0.0%Prev: 0.0%	379 SH	Decreased+17 SH
NVIDIA CORPORATION	COM	$3.9M	0.5%Prev: 0.5%	20,839 SH	Increased+3,516 SH
ORACLE CORP	COM	$288K	0.0%Prev: 0.1%	1,479 SH	Decreased-184 SH
PALO ALTO NETWORKS INC	COM	$336K	0.0%	1,825 SH	New
PARKER-HANNIFIN CORP	COM	$260K	0.0%	296 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$272K	0.0%Prev: 0.0%	2,926 SH	Increased+37 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$254K	0.0%Prev: 0.0%	2,643 SH	Increased+28 SH
PNC FINL SVCS GROUP INC	COM	$221K	0.0%	1,060 SH	New
PROCTER AND GAMBLE CO	COM	$274K	0.0%	1,912 SH	New
PROGRESSIVE CORP	COM	$315K	0.0%Prev: 0.0%	1,385 SH	Increased+444 SH
RTX CORPORATION	COM	$402K	0.1%Prev: 0.0%	2,194 SH	Increased+850 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$487K	0.1%Prev: 0.1%	17,910 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$340K	0.0%	12,398 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$454K	0.1%Prev: 0.1%	16,881 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET ENE	$258K	0.0%	5,768 SH	New
SIMON PPTY GROUP INC NEW	COM	$704K	0.1%Prev: 0.1%	3,804 SH	Increased+57 SH
SKYX PLATFORMS CORP	COM	$36K	0.0%Prev: 0.0%	16,545 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.7M	0.2%Prev: 0.3%	3,570 SH	Increased
SPDR GOLD TR	GOLD SHS	$922K	0.1%Prev: 0.1%	2,327 SH	Increased+518 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$6.8M	1.0%Prev: 1.0%	190,435 SH	Increased-473 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$3.2M	0.5%Prev: 0.5%	68,927 SH	Increased+1,535 SH
SPDR INDEX SHS FDS	S&P INTL SMLCP	$4.0M	0.6%Prev: 0.6%	99,058 SH	Increased-868 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.1M	0.3%Prev: 0.3%	3,098 SH	Increased+30 SH
SPDR SERIES TRUST	STATE STREET SPD	$113.8M	16.1%	4,060,965 SH	New
SSGA ACTIVE ETF TR	STATE STREET MUL	$32.8M	4.6%	1,043,052 SH	New
STRYKER CORPORATION	COM	$234K	0.0%Prev: 0.0%	665 SH	Decreased-19 SH
T ROWE PRICE ETF INC	US EQUITY RESEAR	$1.1M	0.2%Prev: 0.2%	25,346 SH	Increased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$236K	0.0%	778 SH	New
TESLA INC	COM	$282K	0.0%Prev: 0.1%	627 SH	Decreased-235 SH
THERMO FISHER SCIENTIFIC INC	COM	$285K	0.0%	492 SH	New
TRANE TECHNOLOGIES PLC	SHS	$332K	0.0%Prev: 0.1%	853 SH	Decreased-97 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$906K	0.1%Prev: 0.1%	4,423 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$39.9M	5.6%Prev: 5.9%	505,694 SH	Increased+17,210 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.9M	1.4%Prev: 1.6%	133,851 SH	Decreased-6,855 SH
VANGUARD INDEX FDS	GROWTH ETF	$36.0M	5.1%Prev: 5.4%	73,738 SH	Increased-653 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$15.5M	2.2%	175,612 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$417K	0.1%Prev: 0.1%	665 SH	Increased+72 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.1M	0.3%Prev: 0.3%	9,885 SH	Decreased-201 SH
VANGUARD INDEX FDS	SMALL CP ETF	$268K	0.0%Prev: 0.0%	1,039 SH	Increased
VANGUARD INDEX FDS	SML CP GRW ETF	$2.1M	0.3%Prev: 0.3%	7,053 SH	Increased-106 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$836K	0.1%Prev: 0.1%	2,492 SH	Increased+223 SH
VANGUARD INDEX FDS	VALUE ETF	$4.1M	0.6%Prev: 0.6%	21,652 SH	Increased+226 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.9M	0.3%Prev: 0.3%	26,406 SH	Increased+526 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$21.5M	3.0%Prev: 3.1%	399,062 SH	Increased+22,123 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.5M	0.5%Prev: 0.5%	24,420 SH	Increased+1,154 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$354K	0.0%Prev: 0.1%	3,833 SH	Increased
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$827K	0.1%Prev: 0.1%	8,312 SH	Increased+5 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$1.2M	0.2%Prev: 0.2%	7,661 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.3M	0.5%Prev: 0.5%	15,024 SH	Increased+2 SH
VANGUARD STAR FDS	VG TL INTL STK F	$800K	0.1%Prev: 0.0%	10,600 SH	Increased+7,194 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.0M	0.1%Prev: 0.2%	16,530 SH	Decreased-5,985 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.2M	0.2%Prev: 0.2%	8,591 SH	Increased+879 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$4.8M	0.7%Prev: 0.7%	52,622 SH	Increased+2,863 SH
VISA INC	COM CL A	$1.5M	0.2%Prev: 0.2%	4,186 SH	Increased+480 SH
WALMART INC	COM	$1.3M	0.2%Prev: 0.2%	11,826 SH	Increased+1,899 SH
WELLS FARGO CO NEW	COM	$382K	0.1%Prev: 0.0%	4,101 SH	Increased+711 SH
WISDOMTREE TR	INTL EQUITY FD	$3.6M	0.5%Prev: 0.6%	52,794 SH	Decreased-3,099 SH
WISDOMTREE TR	US LARGECAP DIVD	$5.9M	0.8%Prev: 0.9%	66,885 SH	Increased+8 SH
WORLD GOLD TR	SPDR GLD MINIS	$206K	0.0%	2,412 SH	New

Sold (vs prior filing)

ISHARES TR — $249K
ISHARES TR — $212K
SPDR SERIES TRUST — $95.5M
SPDR SERIES TRUST — $8.8M
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $1.7M
SPDR SERIES TRUST — $314K
SSGA ACTIVE ETF TR — $29.7M
UNITEDHEALTH GROUP INC — $220K
VANGUARD INDEX FDS — $207K
VANGUARD WORLD FD — $783K
VERIZON COMMUNICATIONS INC — $282K
WISDOMTREE TR — $279K

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