TOBIAS FINANCIAL ADVISORS, INC. — 13F holdings

TOBIAS FINANCIAL ADVISORS, INC. reported 148 holdings worth $787M in its 13F filing for Q2 2026, filed August 25, 2026.

Largest positions

  1. SPAB SPDR SERIES TRUST — $113M (14.4%)
  2. IQLT ISHARES TR — $52.6M (6.7%)
  3. QQQM INVESCO EXCH TRADED FD TR II — $46.4M (5.9%)
  4. BSV VANGUARD BD INDEX FDS — $44.1M (5.6%)
  5. RLY SSGA ACTIVE ETF TR — $37.2M (4.7%)
  6. VUG VANGUARD INDEX FDS — $35.7M (4.5%)
  7. IEMG ISHARES INC — $33.5M (4.3%)
  8. DFIV DIMENSIONAL ETF TRUST — $33.0M (4.2%)
  9. DFLV DIMENSIONAL ETF TRUST — $28.3M (3.6%)
  10. VWO VANGUARD INTL EQUITY INDEX F — $24.1M (3.1%)