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 $787.3M across 147 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPAB ($113.0M, 14.35%), IQLT ($52.6M, 6.68%), QQQM ($46.4M, 5.89%), BSV ($44.1M, 5.61%), RLY ($37.2M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR SERIES TRUST | $113.0M | 14.35% | 4.4M | Added |
| 2 | IQLT | ISHARES TR | $52.6M | 6.68% | 1.1M | Added |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $46.4M | 5.89% | 153,000 | Trimmed |
| 4 | BSV | VANGUARD BD INDEX FDS | $44.1M | 5.61% | 566,494 | Added |
| 5 | RLY | SSGA ACTIVE ETF TR | $37.2M | 4.73% | 1.1M | Added |
| 6 | VUG | VANGUARD INDEX FDS | $35.7M | 4.53% | 414,195 | Added |
| 7 | IEMG | ISHARES INC | $33.5M | 4.25% | 404,155 | Added |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $33.0M | 4.19% | 610,701 | Added |
| 9 | DFLV | DIMENSIONAL ETF TRUST | $28.3M | 3.59% | 715,031 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $24.1M | 3.06% | 403,971 | Added |
| 11 | QUAL | ISHARES TR | $23.4M | 2.98% | 106,768 | Added |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $23.1M | 2.93% | 659,583 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $18.3M | 2.33% | 190,223 | Added |
| 14 | DFSV | DIMENSIONAL ETF TRUST | $17.9M | 2.27% | 461,103 | Added |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | $17.5M | 2.23% | 310,180 | Added |
| 16 | IWO | ISHARES TR | $16.8M | 2.13% | 42,656 | Added |
| 17 | IWF | ISHARES TR | $12.2M | 1.55% | 98,443 | Added |
| 18 | DFUV | DIMENSIONAL ETF TRUST | $11.1M | 1.41% | 201,189 | Trimmed |
| 19 | SPYG | SPDR SERIES TRUST | $10.4M | 1.33% | 87,770 | Added |
| 20 | BND | VANGUARD BD INDEX FDS | $9.7M | 1.23% | 132,223 | Trimmed |
| 21 | CWI | SPDR INDEX SHS FDS | $7.5M | 0.95% | 183,600 | Added |
| 22 | AAPL | APPLE INC | $7.1M | 0.90% | 24,509 | Trimmed |
| 23 | IVW | ISHARES TR | $6.9M | 0.88% | 50,150 | Trimmed |
| 24 | SUB | ISHARES TR | $6.3M | 0.80% | 59,096 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $6.0M | 0.76% | 29,786 | Added |
Source: SEC Form 13F filings · as of 2026-06-30