CIK 1802080
TOBIAS FINANCIAL ADVISORS, INC.
Institutional 13F holdings & portfolio
Holdings
146
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 146
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPAB | SPDR SERIES TRUST | 3.9M | $1M+ | SH |
| IQLT | ISHARES TR | 1.0M | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 506K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 156K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 74K | $1M+ | SH |
| RLY | SSGA ACTIVE ETF TR | 1.0M | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 552K | $1M+ | SH |
| IEMG | ISHARES INC | 398K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 399K | $1M+ | SH |
| QUAL | ISHARES TR | 104K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 600K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 571K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 289K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 176K | $1M+ | SH |
| IWO | ISHARES TR | 43K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 415K | $1M+ | SH |
| IWF | ISHARES TR | 26K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 134K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 210K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 80K | $1M+ | SH |
| AAPL | APPLE INC | 27K | $1M+ | SH |
| CWI | SPDR INDEX SHS FDS | 190K | $1M+ | SH |
| IVW | ISHARES TR | 53K | $1M+ | SH |
| DLN | WISDOMTREE TR | 67K | $1M+ | SH |
| SUB | ISHARES TR | 55K | $1M+ | SH |
| AGG | ISHARES TR | 57K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 53K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 7K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| GWX | SPDR INDEX SHS FDS | 99K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 21K | $1M+ | SH |
| EEM | ISHARES TR | 67K | $1M+ | SH |
| DWM | WISDOMTREE TR | 53K | $1M+ | SH |
| IWD | ISHARES TR | 17K | $1M+ | SH |
| IWN | ISHARES TR | 19K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 24K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| IJT | ISHARES TR | 24K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 15K | $1M+ | SH |
| IUSV | ISHARES TR | 32K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 69K | $1M+ | SH |
| IVE | ISHARES TR | 15K | $1M+ | SH |
| EFA | ISHARES TR | 29K | $1M+ | SH |
| IEFA | ISHARES TR | 30K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 16K | $1M+ | SH |