TOBIAS FINANCIAL ADVISORS, INC.: 13F holdings
CIK 18020802026Q2
| Positions | 147 |
|---|
| Reported value | $787.3m |
|---|
| Filed | 2026-08-25 |
|---|
Change since last quarter
| Positions | 147 (+4 vs prior quarter) |
|---|
| Reported value | $787.3m (+9.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPAB SPDR SERIES TRUST | 4,428,126 | $113.0m | 14.4% |
| IQLT ISHARES TR | 1,061,444 | $52.6m | 6.7% |
| QQQM INVESCO EXCH TRADED FD TR II | 153,000 | $46.4m | 5.9% |
| BSV VANGUARD BD INDEX FDS | 566,494 | $44.1m | 5.6% |
| RLY SSGA ACTIVE ETF TR | 1,079,223 | $37.2m | 4.7% |
| VUG VANGUARD INDEX FDS | 414,195 | $35.7m | 4.5% |
| IEMG ISHARES INC | 404,155 | $33.5m | 4.3% |
| DFIV DIMENSIONAL ETF TRUST | 610,701 | $33.0m | 4.2% |
| WSBC DIMENSIONAL ETF TRUST | 715,031 | $28.3m | 3.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 403,971 | $24.1m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802080")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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