Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TOBIAS FINANCIAL ADVISORS, INC. (CIK 1802080) reported $718.3M across 143 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPAB ($107.1M, 14.90%), IQLT ($47.5M, 6.62%), BSV ($42.6M, 5.93%), RLY ($38.7M, 5.39%), QQQM ($36.9M, 5.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR SERIES TRUST | $107.1M | 14.90% | 4.2M | Added |
| 2 | IQLT | ISHARES TR | $47.5M | 6.62% | 1.0M | Trimmed |
| 3 | BSV | VANGUARD BD INDEX FDS | $42.6M | 5.93% | 543,467 | Added |
| 4 | RLY | SSGA ACTIVE ETF TR | $38.7M | 5.39% | 1.1M | Added |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $36.9M | 5.14% | 155,379 | Trimmed |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $31.5M | 4.38% | 596,017 | Added |
| 7 | VUG | VANGUARD INDEX FDS | $30.2M | 4.21% | 69,198 | Trimmed |
| 8 | IEMG | ISHARES INC | $28.0M | 3.89% | 400,843 | Added |
| 9 | DFLV | DIMENSIONAL ETF TRUST | $24.7M | 3.44% | 691,191 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $21.3M | 2.97% | 394,503 | Trimmed |
| 11 | DFIS | DIMENSIONAL ETF TRUST | $20.7M | 2.89% | 615,738 | Added |
| 12 | QUAL | ISHARES TR | $20.3M | 2.82% | 105,698 | Added |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $17.3M | 2.41% | 305,680 | Added |
| 14 | VNQ | VANGUARD INDEX FDS | $16.6M | 2.32% | 187,509 | Added |
| 15 | DFSV | DIMENSIONAL ETF TRUST | $15.7M | 2.19% | 447,931 | Added |
| 16 | IWO | ISHARES TR | $13.3M | 1.85% | 42,405 | Trimmed |
| 17 | IWF | ISHARES TR | $10.9M | 1.52% | 25,548 | Trimmed |
| 18 | BND | VANGUARD BD INDEX FDS | $9.9M | 1.38% | 134,412 | Added |
| 19 | DFUV | DIMENSIONAL ETF TRUST | $9.9M | 1.38% | 205,269 | Trimmed |
| 20 | SPYG | SPDR SERIES TRUST | $8.3M | 1.15% | 84,347 | Added |
| 21 | SUB | ISHARES TR | $7.6M | 1.05% | 70,943 | Added |
| 22 | CWI | SPDR INDEX SHS FDS | $6.7M | 0.93% | 183,477 | Trimmed |
| 23 | AAPL | APPLE INC | $6.2M | 0.87% | 24,568 | Trimmed |
| 24 | IVW | ISHARES TR | $5.8M | 0.80% | 50,836 | Trimmed |
| 25 | AGG | ISHARES TR | $5.6M | 0.78% | 56,457 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31