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: $718.3M136 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$253K	0.0%	1,161 SH	New
ALPHABET INC	CAP STK CL A	$1.5M	0.2%Prev: 0.1%	5,351 SH	Increased+2,085 SH
ALPHABET INC	CAP STK CL C	$1.0M	0.1%Prev: 0.1%	3,518 SH	Increased-480 SH
AMAZON COM INC	COM	$2.9M	0.4%Prev: 0.4%	13,939 SH	Increased+2,213 SH
APPLE INC	COM	$6.2M	0.9%Prev: 1.0%	24,568 SH	Increased+2,531 SH
ASSURANT INC	COM	$551K	0.1%Prev: 0.1%	2,529 SH	Increased+1,106 SH
ASTRAZENECA PLC	ORD	$247K	0.0%	1,251 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$446K	0.1%Prev: 0.1%	930 SH	Increased+194 SH
BROADCOM INC	COM	$1.2M	0.2%Prev: 0.1%	4,022 SH	Increased+2,265 SH
CHEVRON CORPORATION	COM	$345K	0.0%	1,667 SH	New
CISCO SYS INC	COM	$314K	0.0%	4,044 SH	New
COCA COLA CO	COM	$363K	0.1%Prev: 0.0%	4,769 SH	Increased+1,202 SH
COSTCO WHOLESALE CORPORATION	COM	$606K	0.1%	608 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$31.5M	4.4%Prev: 2.9%	596,017 SH	Increased+211,882 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$20.7M	2.9%Prev: 2.1%	615,738 SH	Increased+201,985 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$24.7M	3.4%Prev: 2.8%	691,191 SH	Increased+217,147 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$9.9M	1.4%Prev: 1.7%	205,269 SH	Increased-6,379 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$15.7M	2.2%Prev: 1.8%	447,931 SH	Increased+117,463 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.3M	0.2%Prev: 0.3%	21,364 SH	Decreased-5,366 SH
ELECTROCORE INC	COM NEW	$60K	0.0%Prev: 0.0%	10,000 SH	Decreased
ELI LILLY & CO	COM	$456K	0.1%Prev: 0.1%	495 SH	Decreased-82 SH
EMPIRE ST RLTY TR INC	CL A	$74K	0.0%Prev: 0.0%	14,188 SH	Decreased
EXXON MOBIL CORP	COM	$639K	0.1%Prev: 0.1%	3,765 SH	Increased-681 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$281K	0.0%	2,536 SH	New
GE VERNOVA INC	COM	$252K	0.0%	289 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.3M	0.2%	10,687 SH	New
GOLDMAN SACHS GROUP INC	COM	$341K	0.0%	403 SH	New
HARTFORD INSURANCE GROUP INC	COM	$773K	0.1%	5,716 SH	New
HOME DEPOT INC	COM	$773K	0.1%Prev: 0.1%	2,350 SH	Increased+1,437 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$36.9M	5.1%Prev: 6.0%	155,379 SH	Increased-5,715 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$1.7M	0.2%Prev: 0.4%	13,467 SH	Decreased-7,157 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$255K	0.0%	1,330 SH	New
INVESCO QQQ TR	UNIT SER 1	$4.2M	0.6%Prev: 0.1%	7,271 SH	Increased+6,403 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$241K	0.0%	6,262 SH	New
ISHARES GOLD TR	ISHARES NEW	$280K	0.0%	3,172 SH	New
ISHARES INC	CORE MSCI EMKT	$28.0M	3.9%Prev: 0.3%	400,843 SH	Increased+369,175 SH
ISHARES SILVER TR	ISHARES	$207K	0.0%	3,033 SH	New
ISHARES TR	3 7 YR TREAS BD	$242K	0.0%Prev: 0.0%	2,037 SH	Increased
ISHARES TR	CORE 60/40 BALAN	$215K	0.0%	3,341 SH	New
ISHARES TR	CORE 80/20 AGGRE	$1.8M	0.3%Prev: 0.2%	20,425 SH	Increased+4,487 SH
ISHARES TR	CORE MSCI EAFE	$3.3M	0.5%Prev: 0.4%	36,750 SH	Increased+9,931 SH
ISHARES TR	CORE S&P SCP ETF	$284K	0.0%Prev: 0.0%	2,283 SH	Increased+140 SH
ISHARES TR	CORE S&P US VLU	$3.3M	0.5%	31,906 SH	New
ISHARES TR	CORE S&P500 ETF	$2.0M	0.3%Prev: 0.1%	3,009 SH	Increased+2,022 SH
ISHARES TR	CORE US AGGBD ET	$5.6M	0.8%Prev: 1.1%	56,457 SH	Decreased-1,470 SH
ISHARES TR	EAFE SML CP ETF	$992K	0.1%Prev: 0.2%	12,653 SH	Increased-931 SH
ISHARES TR	EAFE VALUE ETF	$1.4M	0.2%Prev: 0.2%	18,440 SH	Increased-894 SH
ISHARES TR	ISHARES SEMICDTR	$318K	0.0%	967 SH	New
ISHARES TR	MSCI EAFE ETF	$2.6M	0.4%Prev: 0.5%	26,719 SH	Decreased-7,925 SH
ISHARES TR	MSCI EMG MKT ETF	$3.2M	0.4%Prev: 0.6%	56,366 SH	Decreased-18,944 SH
ISHARES TR	MSCI INTL QUALTY	$47.5M	6.6%Prev: 6.6%	1,027,916 SH	Increased+168,916 SH
ISHARES TR	MSCI USA QLT FCT	$20.3M	2.8%Prev: 3.3%	105,698 SH	Increased+7,592 SH
ISHARES TR	NATIONAL MUN ETF	$453K	0.1%Prev: 0.7%	4,263 SH	Decreased-30,348 SH
ISHARES TR	RUS 1000 GRW ETF	$10.9M	1.5%Prev: 1.8%	25,548 SH	Increased-325 SH
ISHARES TR	RUS 1000 VAL ETF	$3.5M	0.5%Prev: 0.4%	16,455 SH	Increased+4,272 SH
ISHARES TR	RUS 2000 GRW ETF	$13.3M	1.9%Prev: 1.9%	42,405 SH	Increased+4,721 SH
ISHARES TR	RUS 2000 VAL ETF	$3.4M	0.5%Prev: 0.5%	17,844 SH	Increased-741 SH
ISHARES TR	RUS MID CAP ETF	$386K	0.1%Prev: 0.0%	3,966 SH	Increased+1,022 SH
ISHARES TR	RUSSELL 2000 ETF	$249K	0.0%	1,003 SH	New
ISHARES TR	S&P 500 GRWT ETF	$5.8M	0.8%Prev: 1.0%	50,836 SH	Increased-6,333 SH
ISHARES TR	S&P 500 VAL ETF	$1.9M	0.3%Prev: 0.6%	9,058 SH	Decreased-6,022 SH
ISHARES TR	S&P SML 600 GWT	$3.1M	0.4%Prev: 0.6%	21,356 SH	Decreased-3,491 SH
ISHARES TR	SHRT NAT MUN ETF	$7.6M	1.1%Prev: 0.9%	70,943 SH	Increased+24,997 SH
ISHARES TR	SP SMCP600VL ETF	$1.6M	0.2%Prev: 0.3%	13,743 SH	Increased-258 SH
ISHARES TR	U.S. REAL ES ETF	$289K	0.0%	3,051 SH	New
ISHARES TR	U.S. TECH ETF	$550K	0.1%	3,032 SH	New
ISHARES TR	US AER DEF ETF	$253K	0.0%	1,155 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$17.3M	2.4%	305,680 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$469K	0.1%Prev: 0.1%	9,267 SH	Decreased-2,023 SH
JOHNSON & JOHNSON	COM	$1.1M	0.1%Prev: 0.2%	4,361 SH	Increased-862 SH
JPMORGAN CHASE & CO	COM	$914K	0.1%	3,109 SH	New
KIMCO REALTY CORP	COM	$264K	0.0%	11,750 SH	New
MASTERCARD INCORPORATED	CL A	$468K	0.1%Prev: 0.0%	938 SH	Increased+487 SH
MESOBLAST LTD	SPONS ADR	$213K	0.0%Prev: 0.0%	13,828 SH	Increased+3,828 SH
META PLATFORMS INC	CL A	$883K	0.1%Prev: 0.1%	1,544 SH	Increased+242 SH
MICROSOFT CORP	COM	$1.9M	0.3%Prev: 0.3%	5,045 SH	Increased+381 SH
MOTOROLA SOLUTIONS INC	COM NEW	$442K	0.1%	1,018 SH	New
NETFLIX INC.	COM	$410K	0.1%	4,263 SH	New
NEXTERA ENERGY INC	COM	$448K	0.1%Prev: 0.0%	4,828 SH	Increased+1,339 SH
NORTHROP GRUMMAN CORP	COM	$259K	0.0%	379 SH	New
NVIDIA CORPORATION	COM	$3.5M	0.5%Prev: 0.3%	19,862 SH	Increased+7,156 SH
ORACLE CORP	COM	$206K	0.0%Prev: 0.0%	1,401 SH	Decreased-258 SH
PACER FDS TR	US CASH COWS 100	$290K	0.0%	4,636 SH	New
PARKER-HANNIFIN CORP	COM	$241K	0.0%	269 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$274K	0.0%Prev: 0.1%	2,964 SH	Increased+149 SH
PROGRESSIVE CORP	COM	$250K	0.0%Prev: 0.0%	1,261 SH	Increased+407 SH
QUANTA SVCS INC	COM	$202K	0.0%	368 SH	New
RTX CORPORATION	COM	$326K	0.0%	1,689 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$499K	0.1%Prev: 0.1%	17,910 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$379K	0.1%	12,367 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$433K	0.1%Prev: 0.1%	16,881 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET ENE	$343K	0.0%	5,602 SH	New
SIMON PPTY GROUP INC NEW	COM	$705K	0.1%Prev: 0.1%	3,781 SH	Increased+51 SH
SKYX PLATFORMS CORP	COM	$19K	0.0%	16,545 SH	New
SPDR GOLD TR	GOLD SHS	$932K	0.1%Prev: 0.1%	2,165 SH	Increased+265 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$15.3M	2.1%	376,459 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$120.0M	16.7%	4,339,423 SH	New
SSGA ACTIVE ETF TR	STATE STREET MUL	$38.7M	5.4%	1,071,026 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$1.6M	0.2%	3,519 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	0.2%	2,288 SH	New
STRYKER CORPORATION	COM	$214K	0.0%Prev: 0.0%	650 SH	Decreased-19 SH
T ROWE PRICE ETF INC	US EQUITY RESEAR	$1.0M	0.1%	25,346 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$257K	0.0%	760 SH	New
TESLA INC	COM	$284K	0.0%	765 SH	New
TJX COS INC NEW	COM	$247K	0.0%	1,545 SH	New
TRANE TECHNOLOGIES PLC	SHS	$332K	0.0%Prev: 0.1%	797 SH	Increased-19 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$901K	0.1%Prev: 0.2%	4,423 SH	Increased+25 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$42.6M	5.9%Prev: 6.8%	543,467 SH	Increased+99,415 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.9M	1.4%Prev: 2.0%	134,412 SH	Decreased-7,392 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$202K	0.0%	2,038 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$30.2M	4.2%Prev: 5.4%	69,198 SH	Increased-5,475 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$16.6M	2.3%Prev: 0.0%	187,509 SH	Increased+184,991 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$504K	0.1%Prev: 0.0%	843 SH	Increased+382 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	0.3%Prev: 0.4%	9,346 SH	Decreased-2,009 SH
VANGUARD INDEX FDS	SMALL CP ETF	$278K	0.0%Prev: 0.0%	1,062 SH	Increased+23 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.2M	0.3%Prev: 0.2%	7,336 SH	Increased+2,515 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$749K	0.1%Prev: 0.1%	2,336 SH	Increased+649 SH
VANGUARD INDEX FDS	VALUE ETF	$4.0M	0.6%Prev: 0.7%	20,522 SH	Increased-789 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.2M	0.3%Prev: 0.3%	29,950 SH	Increased+4,185 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$21.3M	3.0%Prev: 3.0%	394,503 SH	Increased+55,709 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.8M	0.7%Prev: 0.1%	32,700 SH	Increased+26,680 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$359K	0.1%Prev: 0.1%	3,833 SH	Increased
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$833K	0.1%Prev: 0.1%	8,315 SH	Increased+15 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$1.3M	0.2%Prev: 0.2%	7,494 SH	Increased-167 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.8M	0.4%Prev: 0.6%	13,025 SH	Decreased-1,914 SH
VANGUARD STAR FDS	VG TL INTL STK F	$806K	0.1%Prev: 0.0%	10,454 SH	Increased+7,133 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.2%Prev: 0.2%	17,121 SH	Decreased-6,874 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.3M	0.2%Prev: 0.2%	8,660 SH	Increased+1,342 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.7M	0.5%Prev: 0.9%	42,089 SH	Decreased-12,986 SH
VERTIV HOLDINGS CO	COM CL A	$213K	0.0%	850 SH	New
VISA INC	COM CL A	$1.2M	0.2%Prev: 0.2%	3,843 SH	Increased+1,205 SH
WALMART INC	COM	$1.4M	0.2%Prev: 0.1%	11,241 SH	Increased+6,721 SH
WELLS FARGO & CO	COM	$279K	0.0%	3,499 SH	New
WISDOMTREE TR	INTL EQUITY FD	$2.7M	0.4%Prev: 0.7%	39,140 SH	Decreased-21,951 SH
WISDOMTREE TR	US LARGECAP DIVD	$5.5M	0.8%Prev: 1.1%	61,414 SH	Decreased-11,831 SH
WORLD GOLD TR	SPDR GLD MINIS	$234K	0.0%	2,520 SH	New

Sold (vs prior filing)

BANK MONTREAL QUE — $360K
CARGO THERAPEUTICS INC — $112K
COSTCO WHSL CORP NEW — $384K
ISHARES TR — $494K
ISHARES TR — $242K
ISHARES TR — $27.0M
JPMORGAN CHASE & CO. — $354K
KIMCO RLTY CORP — $314K
NETFLIX INC — $525K
PIMCO ETF TR — $246K
PROCTER AND GAMBLE CO — $209K
SPDR INDEX SHS FDS — $5.8M
SPDR INDEX SHS FDS — $1.9M
SPDR INDEX SHS FDS — $3.5M
SPDR S&P 500 ETF TR — $1.5M
SPDR SER TR — $84.3M
SPDR SER TR — $5.8M
SPDR SER TR — $1.6M
SPDR SER TR — $1.0M
SPDR SER TR — $1.6M
… and 4 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