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CIK: 0001802080
Total reported value
$787.3M
$787.3M
132 檔
31.9%
In Q3 2025, Tobias Financial Advisors, Inc.'s U.S. equity holdings reached a combined market value of $787.3M, distributed across 132 disclosed stock positions.
In Q3 2025, Tobias Financial Advisors, Inc. displayed an active expansion posture, initiating 24 new positions and adding to 63 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 | 14.50% | -0.55% | +6.12% | |
| 2 | IQLT | Ishares Msci International Q | ETF-Other | 6.40% | +0.06% | +5.51% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.95% | +0.75% | +1.03% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.86% | -0.32% | +3.93% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.42% | +0.32% | -1.02% | |
| 6 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 4.52% | -0.66% | — | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.71% | +0.36% | +1017.24% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.30% | -0.19% | +10.34% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.10% | +0.09% | +6.30% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.98% | +0.16% | +2.64% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.62% | +0.15% | +14.62% | |
| 12 | REZ | Ishars Res And Multi Reales | ETF-Other | 2.34% | — | +0.96% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.31% | -0.18% | +1.82% | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 2.20% | +0.04% | +9.61% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.08% | +0.28% | +10.20% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.84% | +0.03% | -0.63% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.76% | +0.08% | +25.17% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.59% | -0.15% | +1.08% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.43% | +0.03% | -0.08% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | +0.18% | -2.46% | |
| 21 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.01% | +0.02% | -0.42% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | +0.08% | -1.00% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.03% | +5.14% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.89% | -0.09% | +0.77% | |
| 25 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.88% | — | -1.47% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.76% | -0.25% | -9.04% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.68% | -0.05% | -0.60% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | -0.58% | EXIT | |
| 29 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.61% | -0.03% | -1.22% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.02% | +0.66% | |
| 31 | DWM | Wisdomtree International Equ | ETF-Other | 0.56% | -0.03% | -2.75% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.55% | +0.01% | -1.37% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.54% | +0.03% | -0.98% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | +0.01% | +1.45% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.52% | +0.05% | -1.41% | |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.50% | -0.04% | +0.23% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | — | +0.74% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.28% | +11.55% | |
| 39 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.49% | — | — | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.48% | -0.01% | -1.56% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.02% | +10.97% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | -3.23% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | -0.06% | -1.56% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.02% | +6.05% | |
| 45 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.05% | -2.28% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.01% | +1.38% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | -20.09% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.32% | +0.03% | -0.14% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.32% | — | -0.72% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | +15.73% |
According to official SEC Form 13F filings, Tobias Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $787.3M across 132 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPAB, IQLT, QQQM) accounted for 31.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
RLY
市值: $29.7M
Top Position Liquidated / Trimmed
IEF
前期市值: $493.7K
During Q3 2025, Tobias Financial Advisors, Inc.'s top holdings by market value included SPAB (14.5%)、IQLT (6.4%)、QQQM (6.0%). The largest single position, SPAB, represented 14.5% of total portfolio value.
In Q3 2025, Tobias Financial Advisors, Inc. made 128 total portfolio adjustments, initiating 24 new buys, adding to 63 positions, trimming 36 holdings, and fully liquidating 5 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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