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 51–100 of 146
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | 26K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 4K | $1M+ | SH |
| SLYG | SPDR SERIES TRUST | 18K | $1M+ | SH |
| AOA | ISHARES TR | 19K | $1M+ | SH |
| IJS | ISHARES TR | 14K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 26K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 34K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 11K | $1M+ | SH |
| EFV | ISHARES TR | 19K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| WMT | WALMART INC | 12K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 9K | $1M+ | SH |
| VTWV | VANGUARD SCOTTSDALE FDS | 8K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 20K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| TSPA | T ROWE PRICE ETF INC | 25K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 17K | $1M+ | SH |
| SCZ | ISHARES TR | 13K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 7K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 4K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 11K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| AIZ | ASSURANT INC | 3K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 4K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 746 | $500K+ | SH |
| LLY | ELI LILLY & CO | 588 | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| IYW | ISHARES TR | 3K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 665 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |