§ 13F · FUND PROFILE
TOBIAS FINANCIAL ADVISORS, INC..
AUM · $1.6B (13F)Positions · 296Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR SERIES TRUST | 4.43M | $113M | 7.2% | — |
| 2 | SPAB | SPDR SERIES TRUST | 4.43M | $113M | 7.2% | +112% |
| 3 | IQLT | ISHARES TR | 1.06M | $53M | 3.3% | +107% |
| 4 | IQLT | ISHARES TR | 1.06M | $53M | 3.3% | — |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 153K | $46M | 2.9% | — |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 153K | $46M | 2.9% | +97% |
| 7 | BSV | VANGUARD BD INDEX FDS | 566K | $44M | 2.8% | +108% |
| 8 | BSV | VANGUARD BD INDEX FDS | 566K | $44M | 2.8% | — |
| 9 | RLY | SSGA ACTIVE ETF TR | 1.08M | $37M | 2.4% | +102% |
| 10 | RLY | SSGA ACTIVE ETF TR | 1.08M | $37M | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOBIAS SIGNAL
AC read
TOBIAS FINANCIAL ADVISORS, INC. is a Other fund managing $1.6 billion in assets. The fund runs a broad portfolio of 296 positions.
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