TOBIAS FINANCIAL ADVISORS, INC.

Est. AUM

$718.3M

13F long equity, this entity only

Positions

143

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$107.1M	4178789	14.90%	SOLE
2	ISHARES TR	MSCI INTL QUALTY	$47.5M	1027916	6.62%	SOLE
3	VANGUARD BD INDEX FDS	SHORT TRM BOND	$42.6M	543467	5.93%	SOLE
4	SSGA ACTIVE ETF TR	STATE STREET MUL	$38.7M	1071026	5.39%	SOLE
5	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$36.9M	155379	5.14%	SOLE
6	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$31.5M	596017	4.38%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$30.2M	69198	4.21%	SOLE
8	ISHARES INC	CORE MSCI EMKT	$28.0M	400843	3.89%	SOLE
9	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$24.7M	691191	3.44%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$21.3M	394503	2.97%	SOLE
11	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$20.7M	615738	2.89%	SOLE
12	ISHARES TR	MSCI USA QLT FCT	$20.3M	105698	2.82%	SOLE
13	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$17.3M	305680	2.41%	SOLE
14	VANGUARD INDEX FDS	REAL ESTATE ETF	$16.6M	187509	2.32%	SOLE
15	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$15.7M	447931	2.19%	SOLE
16	ISHARES TR	RUS 2000 GRW ETF	$13.3M	42405	1.85%	SOLE
17	ISHARES TR	RUS 1000 GRW ETF	$10.9M	25548	1.52%	SOLE
18	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$9.9M	205269	1.38%	SOLE
19	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.9M	134412	1.38%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$8.3M	84347	1.15%	SOLE
21	ISHARES TR	SHRT NAT MUN ETF	$7.6M	70943	1.05%	SOLE
22	SPDR INDEX SHS FDS	STATE STREET SPD	$6.7M	183477	0.93%	SOLE
23	APPLE INC	COM	$6.2M	24568	0.87%	SOLE
24	ISHARES TR	S&P 500 GRWT ETF	$5.8M	50836	0.80%	SOLE
25	ISHARES TR	CORE US AGGBD ET	$5.6M	56457	0.78%	SOLE
26	WISDOMTREE TR	US LARGECAP DIVD	$5.5M	61414	0.76%	SOLE
27	SPDR INDEX SHS FDS	STATE STREET SPD	$4.8M	102313	0.67%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.8M	32700	0.66%	SOLE
29	INVESCO QQQ TR	UNIT SER 1	$4.2M	7271	0.58%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$4.0M	20522	0.56%	SOLE
31	SPDR INDEX SHS FDS	STATE STREET SPD	$3.8M	90669	0.53%	SOLE
32	VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.7M	42089	0.52%	SOLE
33	ISHARES TR	RUS 1000 VAL ETF	$3.5M	16455	0.49%	SOLE
34	NVIDIA CORPORATION	COM	$3.5M	19862	0.48%	SOLE
35	ISHARES TR	RUS 2000 VAL ETF	$3.4M	17844	0.47%	SOLE
36	ISHARES TR	CORE MSCI EAFE	$3.3M	36750	0.46%	SOLE
37	ISHARES TR	CORE S&P US VLU	$3.3M	31906	0.45%	SOLE
38	ISHARES TR	MSCI EMG MKT ETF	$3.2M	56366	0.45%	SOLE
39	ISHARES TR	S&P SML 600 GWT	$3.1M	21356	0.43%	SOLE
40	AMAZON COM INC	COM	$2.9M	13939	0.40%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.8M	13025	0.39%	SOLE
42	WISDOMTREE TR	INTL EQUITY FD	$2.7M	39140	0.38%	SOLE
43	ISHARES TR	MSCI EAFE ETF	$2.6M	26719	0.36%	SOLE
44	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.2M	29950	0.31%	SOLE
45	VANGUARD INDEX FDS	SML CP GRW ETF	$2.2M	7336	0.31%	SOLE
46	VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	9346	0.28%	SOLE
47	ISHARES TR	CORE S&P500 ETF	$2.0M	3009	0.27%	SOLE
48	ISHARES TR	S&P 500 VAL ETF	$1.9M	9058	0.27%	SOLE
49	MICROSOFT CORP	COM	$1.9M	5045	0.26%	SOLE
50	ISHARES TR	CORE 80/20 AGGRE	$1.8M	20425	0.25%	SOLE

1–50 of 143

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.