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CIK: 0001802080
Total reported value
$787.3M
$787.3M
113 檔
26.9%
At the close of Q1 2025, Tobias Financial Advisors, Inc. disclosed equity holdings valued at approximately $787.3M, spread across 113 reported holdings.
In Q1 2025, Tobias Financial Advisors, Inc. displayed an active expansion posture, initiating 113 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 16.37% | -0.55% | +5.29% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.75% | -0.32% | +6519.74% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 6.62% | +0.06% | +3.72% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.04% | +0.75% | +0.47% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.38% | +0.32% | -0.09% | |
| 6 | REZ | Ishars Res And Multi Reales | ETF-Other | 5.24% | — | +6.22% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.93% | — | +2.35% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.26% | +0.16% | -1.14% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.98% | +0.09% | +4.32% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 2.94% | -0.19% | +12.69% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.81% | +0.15% | +8.98% | |
| 12 | DFIS | Dimensional International Sm | ETF-Other | 2.08% | +0.04% | +20.61% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.02% | -0.15% | +0.15% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.87% | +0.28% | -0.22% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.81% | +0.03% | -2.75% | |
| 16 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.81% | +0.08% | +11.68% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.69% | +0.03% | -1.71% | |
| 18 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.13% | — | -5.13% | |
| 19 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.12% | +0.02% | — | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.12% | +0.18% | +16.13% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.11% | -0.09% | +0.71% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.03% | +0.08% | -2.94% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.03% | +3.05% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.94% | -0.25% | +30.57% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.89% | -0.05% | -5.35% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | -0.02% | -0.10% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | -0.01% | +15.69% | |
| 28 | DWM | Wisdomtree International Equ | ETF-Other | 0.69% | -0.03% | -2.48% | |
| 29 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.67% | -0.03% | -1.96% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.64% | +0.01% | -1.07% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.60% | +0.05% | -1.15% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | — | -2.15% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.01% | +1.83% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | -0.06% | -0.19% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.54% | +0.03% | -0.20% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | +0.01% | +15.50% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.02% | +3.72% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.41% | — | +22.06% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.01% | +15.60% | |
| 40 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.05% | -0.01% | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.37% | -0.01% | -1.85% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | +7.51% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | +0.36% | +5.46% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | -8.56% | |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.31% | +0.02% | -0.86% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | — | +5.81% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.28% | +8.31% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.27% | -0.02% | -0.82% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.27% | +0.01% | -0.10% |
According to official SEC Form 13F filings, Tobias Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $787.3M across 113 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPAB, BSV, IQLT) accounted for 26.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPAB
市值: $84.3M
During Q1 2025, Tobias Financial Advisors, Inc.'s top holdings by market value included SPAB (16.4%)、BSV (6.8%)、IQLT (6.6%). The largest single position, SPAB, represented 16.4% of total portfolio value.
In Q1 2025, Tobias Financial Advisors, Inc. made 113 total portfolio adjustments, initiating 113 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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