§ 13F · FUND PROFILE
TOBIAS FINANCIAL ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $584.2T (13F)Positions · 123Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR SERIES TRUST | 3.90M | $100.6T | 14.2% | +6% |
| 2 | IQLT | ISHARES TR | 1.04M | $47.3T | 6.7% | +9% |
| 3 | BSV | VANGUARD BD INDEX FDS | 506K | $39.9T | 5.6% | +4% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 156K | $39.4T | 5.6% | −2% |
| 5 | VUG | VANGUARD INDEX FDS | 74K | $36.0T | 5.1% | −1% |
| 6 | RLY | SSGA ACTIVE ETF TR | 1.04M | $32.8T | 4.6% | +8% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 552K | $27.6T | 3.9% | +17% |
| 8 | IEMG | ISHARES INC | 398K | $26.7T | 3.8% | +7% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 399K | $21.5T | 3.0% | +6% |
| 10 | QUAL | ISHARES TR | 104K | $20.6T | 2.9% | +3% |
§ 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 $584224.8 trillion in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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