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 101–146 of 146
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 403 | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 853 | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 492 | $100K–$500K | SH |
| TSLA | TESLA INC | 627 | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| BOND | PIMCO ETF TR | 3K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 296 | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 238 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| LDUR | PIMCO ETF TR | 3K | $100K–$500K | SH |
| MESO | MESOBLAST LTD | 14K | $100K–$500K | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 833 | $100K–$500K | SH |
| IEI | ISHARES TR | 2K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 3K | $100K–$500K | SH |
| REZ | ISHARES TR | 3K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 746 | $100K–$500K | SH |
| IWM | ISHARES TR | 961 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 778 | $100K–$500K | SH |
| KIM | KIMCO RLTY CORP | 12K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 665 | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| AOR | ISHARES TR | 4K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 379 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| AMGN | AMGEN INC | 651 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 663 | $100K–$500K | SH |
| ESRT | EMPIRE ST RLTY TR INC | 14K | $50K–$100K | SH |
| ECOR | ELECTROCORE INC | 10K | $15K–$50K | SH |
| SKYX | SKYX PLATFORMS CORP | 17K | $15K–$50K | SH |