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: $787.3M147 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$280K	0.0%	1,114 SH	New
ALPHABET INC	CAP STK CL A	$1.8M	0.2%Prev: 0.1%	5,151 SH	Increased+1,699 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.2%Prev: 0.1%	3,451 SH	Increased-432 SH
AMAZON COM INC	COM	$3.3M	0.4%Prev: 0.4%	13,953 SH	Increased+2,451 SH
APPLE INC	COM	$7.1M	0.9%Prev: 0.8%	24,509 SH	Increased+2,510 SH
ASSURANT INC	COM	$679K	0.1%Prev: 0.0%	2,529 SH	Increased+1,329 SH
ASTRAZENECA PLC	ORD	$237K	0.0%	1,251 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$460K	0.1%Prev: 0.1%	919 SH	Increased+194 SH
BROADCOM INC	COM	$1.5M	0.2%Prev: 0.1%	4,012 SH	Increased+2,066 SH
CATERPILLAR INC	COM	$258K	0.0%	242 SH	New
CHEVRON CORPORATION	COM	$244K	0.0%	1,472 SH	New
CISCO SYS INC	COM	$475K	0.1%	4,044 SH	New
COCA COLA CO	COM	$388K	0.0%Prev: 0.0%	4,769 SH	Increased+1,231 SH
COSTCO WHOLESALE CORPORATION	COM	$553K	0.1%	591 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$33.0M	4.2%Prev: 3.1%	610,701 SH	Increased+184,108 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$23.1M	2.9%Prev: 2.1%	659,583 SH	Increased+242,325 SH
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$28.3M	3.6%	715,031 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$11.1M	1.4%Prev: 1.5%	201,189 SH	Increased-8,966 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$17.9M	2.3%	461,103 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.2%Prev: 0.2%	19,531 SH	Decreased-6,493 SH
EATON CORP PLC	SHS	$228K	0.0%Prev: 0.0%	536 SH	Increased-100 SH
ELECTROCORE INC	COM NEW	$86K	0.0%Prev: 0.0%	10,000 SH	Increased
ELI LILLY & CO	COM	$578K	0.1%Prev: 0.1%	482 SH	Increased-92 SH
EMPIRE ST RLTY TR INC	CL A	$77K	0.0%Prev: 0.0%	14,188 SH	Decreased
EXXON MOBIL CORP	COM	$515K	0.1%Prev: 0.1%	3,765 SH	Increased-340 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$338K	0.0%	2,539 SH	New
GE AEROSPACE	COM NEW	$223K	0.0%	596 SH	New
GE VERNOVA INC	COM	$340K	0.0%	289 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.5M	0.2%Prev: 0.2%	10,687 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$408K	0.1%Prev: 0.0%	403 SH	Increased+115 SH
HARTFORD INSURANCE GROUP INC	COM	$757K	0.1%	5,716 SH	New
HOME DEPOT INC	COM	$829K	0.1%Prev: 0.1%	2,352 SH	Increased+1,417 SH
INTEL CORP	COM	$339K	0.0%	2,426 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$46.4M	5.9%Prev: 6.1%	153,000 SH	Increased-3,811 SH
INVESCO EXCHANGE TRADED FD T	LARG CAP GRO ETF	$2.3M	0.3%	13,465 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$283K	0.0%	1,330 SH	New
ISHARES GOLD TR	ISHARES NEW	$240K	0.0%	3,172 SH	New
ISHARES INC	CORE MSCI EMKT	$33.5M	4.3%Prev: 0.3%	404,155 SH	Increased+370,960 SH
ISHARES TR	3 7 YR TREAS BD	$239K	0.0%Prev: 0.0%	2,037 SH	Decreased
ISHARES TR	CORE 60 BALA ETF	$233K	0.0%	3,357 SH	New
ISHARES TR	CORE 80 20 ETF	$2.1M	0.3%	21,399 SH	New
ISHARES TR	CORE MSCI EAFE	$3.5M	0.5%Prev: 0.4%	36,735 SH	Increased+8,593 SH
ISHARES TR	CORE S&P SCP ETF	$304K	0.0%	2,053 SH	New
ISHARES TR	CORE S&P US VLU	$3.5M	0.4%Prev: 0.5%	31,906 SH	Increased-132 SH
ISHARES TR	CORE S&P500 ETF	$2.0M	0.3%Prev: 0.5%	2,630 SH	Decreased-1,829 SH
ISHARES TR	CORE US AGGBD ET	$5.4M	0.7%Prev: 1.0%	54,577 SH	Decreased-3,384 SH
ISHARES TR	EAFE SML CP ETF	$1.0M	0.1%Prev: 0.2%	12,645 SH	Increased-879 SH
ISHARES TR	EAFE VALUE ETF	$1.4M	0.2%Prev: 0.2%	18,326 SH	Increased-695 SH
ISHARES TR	ISHARES SEMICDTR	$619K	0.1%	967 SH	New
ISHARES TR	MSCI EAFE ETF	$2.4M	0.3%Prev: 0.5%	22,933 SH	Decreased-8,543 SH
ISHARES TR	MSCI EMG MKT ETF	$3.7M	0.5%Prev: 0.6%	53,373 SH	Increased-15,454 SH
ISHARES TR	MSCI INTL QUALTY	$52.6M	6.7%Prev: 6.7%	1,061,444 SH	Increased+157,736 SH
ISHARES TR	MSCI USA QLT FCT	$23.4M	3.0%Prev: 3.1%	106,768 SH	Increased+8,432 SH
ISHARES TR	NATIONAL MUN ETF	$372K	0.0%Prev: 0.6%	3,456 SH	Decreased-30,312 SH
ISHARES TR	RUS 1000 GRW ETF	$12.2M	1.6%Prev: 1.9%	98,443 SH	Increased+72,370 SH
ISHARES TR	RUS 1000 VAL ETF	$4.0M	0.5%Prev: 0.6%	16,320 SH	Increased-820 SH
ISHARES TR	RUS 2000 GRW ETF	$16.8M	2.1%Prev: 1.9%	42,656 SH	Increased+3,803 SH
ISHARES TR	RUS 2000 VAL ETF	$3.9M	0.5%Prev: 0.5%	17,727 SH	Increased-2,621 SH
ISHARES TR	RUS MID CAP ETF	$411K	0.1%Prev: 0.0%	3,722 SH	Increased+778 SH
ISHARES TR	RUSSELL 2000 ETF	$301K	0.0%	1,003 SH	New
ISHARES TR	S&P 500 GRWT ETF	$6.9M	0.9%Prev: 1.0%	50,150 SH	Increased-5,518 SH
ISHARES TR	S&P 500 VAL ETF	$2.0M	0.3%Prev: 0.5%	9,022 SH	Decreased-6,050 SH
ISHARES TR	S&P SML 600 GWT	$3.8M	0.5%Prev: 0.6%	21,232 SH	Increased-3,339 SH
ISHARES TR	SHRT NAT MUN ETF	$6.3M	0.8%Prev: 0.9%	59,096 SH	Increased+7,723 SH
ISHARES TR	SP SMCP600VL ETF	$1.9M	0.2%Prev: 0.2%	13,705 SH	Increased-306 SH
ISHARES TR	U.S. REAL ES ETF	$312K	0.0%	3,051 SH	New
ISHARES TR	U.S. TECH ETF	$763K	0.1%Prev: 0.1%	3,025 SH	Increased-7 SH
ISHARES TR	US AER DEF ETF	$280K	0.0%	1,155 SH	New
ISHARES TR	US HOME CONS ETF	$211K	0.0%	2,016 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$17.5M	2.2%Prev: 2.5%	310,180 SH	Increased+49,210 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$467K	0.1%Prev: 0.1%	9,235 SH	Decreased-2,124 SH
JOHNSON & JOHNSON	COM	$575K	0.1%Prev: 0.1%	2,266 SH	Decreased-2,613 SH
JPMORGAN CHASE & CO	COM	$1.0M	0.1%	3,108 SH	New
KIMCO REALTY CORP	COM	$300K	0.0%	11,843 SH	New
KLA CORP	COM NEW	$362K	0.0%	1,200 SH	New
MARVELL TECHNOLOGY INC	COM	$253K	0.0%	848 SH	New
MASTERCARD INCORPORATED	CL A	$422K	0.1%Prev: 0.1%	822 SH	Decreased-138 SH
MESOBLAST LTD	SPONS ADR	$135K	0.0%Prev: 0.0%	10,000 SH	Increased
META PLATFORMS INC	CL A	$870K	0.1%Prev: 0.2%	1,544 SH	Decreased+331 SH
MICRON TECHNOLOGY INC	COM	$349K	0.0%	302 SH	New
MICROSOFT CORP	COM	$1.9M	0.2%Prev: 0.5%	5,000 SH	Decreased-478 SH
NETFLIX INC.	COM	$310K	0.0%	4,345 SH	New
NEXTERA ENERGY INC	COM	$419K	0.1%Prev: 0.0%	4,772 SH	Increased+1,452 SH
NVIDIA CORPORATION	COM	$6.0M	0.8%Prev: 0.4%	29,786 SH	Increased+14,257 SH
ORACLE CORP	COM	$200K	0.0%Prev: 0.1%	1,367 SH	Decreased-393 SH
PACER FDS TR	US CASH COWS 100	$288K	0.0%	4,636 SH	New
PARKER-HANNIFIN CORP	COM	$263K	0.0%	269 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$277K	0.0%Prev: 0.0%	3,001 SH	Increased+149 SH
PNC FINL SVCS GROUP INC	COM	$203K	0.0%	824 SH	New
PROGRESSIVE CORP	COM	$275K	0.0%Prev: 0.0%	1,257 SH	Increased+403 SH
SANDISK CORP	COM	$473K	0.1%	208 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$557K	0.1%Prev: 0.1%	17,910 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$393K	0.0%	12,382 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$496K	0.1%Prev: 0.1%	16,844 SH	Increased-38 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$294K	0.0%	5,540 SH	New
SIMON PPTY GROUP INC NEW	COM	$852K	0.1%Prev: 0.1%	3,811 SH	Increased+35 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$288K	0.0%	1,688 SH	New
SPDR GOLD TR	GOLD SHS	$798K	0.1%Prev: 0.1%	2,165 SH	Increased+374 SH
SPDR INDEX SHS FDS	ST INTL CAP ETF	$3.9M	0.5%	89,497 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$5.2M	0.7%	100,682 SH	New
SPDR INDEX SHS FDS	ST STR ACWI ETF	$7.5M	0.9%	183,600 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$113.0M	14.4%	4,428,126 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$10.4M	1.3%	87,770 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$1.4M	0.2%	23,568 SH	New
SPDR SERIES TRUST	ST STR SP BIOT	$214K	0.0%	1,355 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$1.5M	0.2%	32,479 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$1.9M	0.2%	15,860 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$368K	0.0%	3,370 SH	New
SSGA ACTIVE ETF TR	ST STR REAL ETF	$37.2M	4.7%	1,079,223 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$1.8M	0.2%	3,515 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	0.2%	2,205 SH	New
STRYKER CORPORATION	COM	$204K	0.0%Prev: 0.0%	647 SH	Decreased-22 SH
T ROWE PRICE EXCHANGE-TRADED	US EQUI RESH ETF	$1.2M	0.2%	25,346 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$363K	0.0%	760 SH	New
TESLA INC	COM	$328K	0.0%Prev: 0.0%	780 SH	Increased+73 SH
TJX COS INC NEW	COM	$234K	0.0%	1,545 SH	New
TRANE TECHNOLOGIES PLC	SHS	$392K	0.0%Prev: 0.1%	798 SH	Increased-18 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$933K	0.1%Prev: 0.1%	4,256 SH	Increased-142 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$44.1M	5.6%Prev: 6.3%	566,494 SH	Increased+96,475 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.7M	1.2%Prev: 1.8%	132,223 SH	Decreased-6,975 SH
VANGUARD INDEX FDS	GROWTH ETF	$35.7M	4.5%Prev: 5.6%	414,195 SH	Increased+339,038 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$18.3M	2.3%	190,223 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$580K	0.1%Prev: 0.1%	845 SH	Increased+302 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.2M	0.3%Prev: 0.3%	9,216 SH	Increased-943 SH
VANGUARD INDEX FDS	SMALL CP ETF	$320K	0.0%Prev: 0.0%	1,056 SH	Increased-86 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.7M	0.3%Prev: 0.3%	7,312 SH	Increased+143 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$866K	0.1%Prev: 0.1%	2,339 SH	Increased+72 SH
VANGUARD INDEX FDS	VALUE ETF	$4.3M	0.5%Prev: 0.6%	19,650 SH	Increased-1,635 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.5M	0.3%Prev: 0.3%	29,359 SH	Increased+3,465 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$24.1M	3.1%Prev: 3.0%	403,971 SH	Increased+49,387 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.9M	0.6%Prev: 0.5%	31,747 SH	Increased+8,535 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$385K	0.0%Prev: 0.1%	3,623 SH	Increased-210 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.0M	0.1%Prev: 0.1%	8,293 SH	Increased-10 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$1.5M	0.2%Prev: 0.2%	7,494 SH	Increased-167 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.1M	0.4%Prev: 0.5%	13,006 SH	Increased-1,906 SH
VANGUARD STAR FDS	VG TL INTL STK F	$888K	0.1%Prev: 0.0%	10,388 SH	Increased+6,986 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.2%Prev: 0.2%	17,538 SH	Decreased-5,813 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.4M	0.2%Prev: 0.2%	8,660 SH	Increased+1,346 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.7M	0.5%Prev: 0.8%	39,684 SH	Decreased-10,377 SH
VANGUARD WORLD FD	INF TECH ETF	$252K	0.0%	2,112 SH	New
VERTIV HOLDINGS CO	COM CL A	$285K	0.0%	850 SH	New
VISA INC	COM CL A	$1.3M	0.2%Prev: 0.2%	3,722 SH	Decreased+93 SH
WALMART INC	COM	$1.3M	0.2%Prev: 0.2%	11,245 SH	Increased+1,789 SH
WELLS FARGO & CO	COM	$289K	0.0%	3,496 SH	New
WESTERN DIGITAL CORP	COM	$436K	0.1%	683 SH	New
WISDOMTREE TR	INTL EQUITY FD	$2.8M	0.4%Prev: 0.6%	38,077 SH	Decreased-19,398 SH
WISDOMTREE TR	US LARGECAP DIVD	$5.9M	0.8%Prev: 1.0%	61,735 SH	Increased-6,137 SH

Sold (vs prior filing)

CARGO THERAPEUTICS INC — $114K
COSTCO WHSL CORP NEW — $1.1M
DIMENSIONAL ETF TRUST — $14.2M
DIMENSIONAL ETF TRUST — $8.6M
DISNEY WALT CO — $207K
INVESCO EXCHANGE TRADED FD T — $2.4M
INVESCO QQQ TR — $3.3M
ISHARES BITCOIN TRUST ETF — $339K
ISHARES TR — $227K
ISHARES TR — $1.5M
ISHARES TR — $232K
ISHARES TR — $14.8M
JPMORGAN CHASE & CO. — $601K
KIMCO RLTY CORP — $313K
NETFLIX INC — $619K
PIMCO ETF TR — $249K
SPDR DOW JONES INDL AVERAGE — $1.5M
SPDR INDEX SHS FDS — $6.3M
SPDR INDEX SHS FDS — $2.9M
SPDR INDEX SHS FDS — $3.8M
… and 14 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