§ 13F · FUND PROFILE
TOBIAS FINANCIAL ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $658M (13F)Positions · 132Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR SERIES TRUST | 4.18M | $107M | 14.9% | +7% |
| 2 | IQLT | ISHARES TR | 1.03M | $48M | 6.6% | −1% |
| 3 | BSV | VANGUARD BD INDEX FDS | 543K | $43M | 5.9% | +7% |
| 4 | RLY | SSGA ACTIVE ETF TR | 1.07M | $39M | 5.4% | +3% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 155K | $37M | 5.1% | ±0% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 596K | $31M | 4.4% | +8% |
| 7 | VUG | VANGUARD INDEX FDS | 69K | $30M | 4.2% | −6% |
| 8 | IEMG | ISHARES INC | 401K | $28M | 3.9% | +1% |
| 9 | DFLV | DIMENSIONAL ETF TRUST | 691K | $25M | 3.4% | +15% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 395K | $21M | 3.0% | −1% |
§ 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 $658 million in assets. The fund runs a portfolio of 132 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed