Sponsored

The Analysis of TOBIAS FINANCIAL ADVISORS, INC.'s Holdings & P&L

Currently, TOBIAS FINANCIAL ADVISORS, INC. holds 146 types of securities in its portfolio with a total value $707.9M. In the most recent quarter, they have increased their positions in VNQ (+175.6K shares, valued at $15.5M), SPAB (+212.2K shares, valued at $5.5M), DFIV (+81.8K shares, valued at $4.1M); decreased their positions in REZ (-178.2K shares, valued at $14.7M), QQQM (-2.6K shares, valued at $653.5K), BND (-6.9K shares, valued at $507.8K); initiated new positions in VNQ (+175.6K shares, valued at $15.5M), HIG (+6.8K shares, valued at $941.5K), CSCO (+4.6K shares, valued at $355.8K).

1M P&L

-17.2M-2.24%

3M P&L

-183.0M-19.57%

HY P&L

-143.2M-16.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A658.4M

94.5%

2Consumer Electronics7.2M

1.0%

3Semiconductors4.1M

0.6%

Top Industries by Stock Count

1N/A87 stocks

64.9%

2Drug Manufacturers - General5 stocks

3.7%

3Insurance - Property & Casualty3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPAB SPDR SERIES TRUST3.9M shares5.75%2025-12-312026-02-13

IQLT ISHARES TR1.0M shares9.18%2025-12-312026-02-13

BSV VANGUARD BD INDEX FDS505.7K shares3.52%2025-12-312026-02-13

QQQM INVESCO EXCH TRADED FD TR II155.8K shares-1.63%2025-12-312026-02-13

VUG VANGUARD INDEX FDS73.7K shares-0.88%2025-12-312026-02-13

RLY SSGA ACTIVE ETF TR1.0M shares8.29%2025-12-312026-02-13

DFIV DIMENSIONAL ETF TRUST552.5K shares17.37%2025-12-312026-02-13

IEMG ISHARES INC397.6K shares7.20%2025-12-312026-02-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F399.1K shares5.87%2025-12-312026-02-13

QUAL ISHARES TR103.8K shares2.84%2025-12-312026-02-13

DFLV DIMENSIONAL ETF TRUST600.0K shares14.33%2025-12-312026-02-13

DFIS DIMENSIONAL ETF TRUST571.2K shares24.89%2025-12-312026-02-13

JEPI J P MORGAN EXCHANGE TRADED F289.3K shares8.86%2025-12-312026-02-13

VNQ VANGUARD INDEX FDS175.6K sharesnew addition2025-12-312026-02-13

IWO ISHARES TR43.4K shares1.48%2025-12-312026-02-13

DFSV DIMENSIONAL ETF TRUST414.6K shares13.91%2025-12-312026-02-13

Sponsored

IWF ISHARES TR25.6K shares-1.11%2025-12-312026-02-13

BND VANGUARD BD INDEX FDS133.9K shares-4.87%2025-12-312026-02-13

DFUV DIMENSIONAL ETF TRUST209.7K shares-0.14%2025-12-312026-02-13

SPYG SPDR SERIES TRUST80.5K shares-4.69%2025-12-312026-02-13

AAPL APPLE INC26.6K shares14.94%2025-12-312026-02-13

CWI SPDR INDEX SHS FDS190.4K shares-0.25%2025-12-312026-02-13

IVW ISHARES TR52.9K shares-4.06%2025-12-312026-02-13

DLN WISDOMTREE TR66.9K shares0.01%2025-12-312026-02-13

Sponsored

SUB ISHARES TR54.8K shares17.37%2025-12-312026-02-13

AGG ISHARES TR57.1K shares-2.31%2025-12-312026-02-13

VIGI VANGUARD WHITEHALL FDS52.6K shares5.75%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR7.2K shares3.79%2025-12-312026-02-13

VTV VANGUARD INDEX FDS21.7K shares1.05%2025-12-312026-02-13

GWX SPDR INDEX SHS FDS99.1K shares-0.87%2025-12-312026-02-13

NVDA NVIDIA CORPORATION20.8K shares20.30%2025-12-312026-02-13

EEM ISHARES TR66.7K shares-1.77%2025-12-312026-02-13

Sponsored

DWM WISDOMTREE TR52.8K shares-5.54%2025-12-312026-02-13

IWD ISHARES TR17.1K shares-1.39%2025-12-312026-02-13

IWN ISHARES TR19.4K shares-3.96%2025-12-312026-02-13

VSS VANGUARD INTL EQUITY INDEX F24.4K shares4.96%2025-12-312026-02-13

MSFT MICROSOFT CORP7.0K shares15.12%2025-12-312026-02-13

IJT ISHARES TR23.9K shares-1.44%2025-12-312026-02-13

AMZN AMAZON COM INC14.5K shares18.72%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS15.0K shares0.01%2025-12-312026-02-13

Sponsored

IUSV ISHARES TR32.0K shares0.00%2025-12-312026-02-13

SPEM SPDR INDEX SHS FDS68.9K shares2.28%2025-12-312026-02-13

IVE ISHARES TR14.6K shares-0.04%2025-12-312026-02-13

EFA ISHARES TR28.8K shares-7.15%2025-12-312026-02-13

IEFA ISHARES TR29.9K shares4.74%2025-12-312026-02-13

IVV ISHARES TR3.3K shares-6.54%2025-12-312026-02-13

VBK VANGUARD INDEX FDS7.1K shares-1.48%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR3.1K shares0.98%2025-12-312026-02-13

Sponsored

VBR VANGUARD INDEX FDS9.9K shares-1.99%2025-12-312026-02-13

PWB INVESCO EXCHANGE TRADED FD T16.2K shares-19.53%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F26.4K shares2.03%2025-12-312026-02-13

ALPHABET INC ALPHABET INC5.8K shares59.82%2025-12-312026-02-13

DIA SPDR DOW JONES INDL AVERAGE3.6K shares0.00%2025-12-312026-02-13

SLYG SPDR SERIES TRUST18.0K shares-2.09%2025-12-312026-02-13

AOA ISHARES TR18.8K shares-4.92%2025-12-312026-02-13

IJS ISHARES TR13.8K shares-0.01%2025-12-312026-02-13

Sponsored

DFAT DIMENSIONAL ETF TRUST25.9K shares-0.25%2025-12-312026-02-13

SPYD SPDR SERIES TRUST34.2K shares-2.54%2025-12-312026-02-13

V VISA INC4.2K shares12.95%2025-12-312026-02-13

BROADCOM INC BROADCOM INC4.2K shares52.61%2025-12-312026-02-13

GSLC GOLDMAN SACHS ETF TR10.7K shares0.00%2025-12-312026-02-13

EFV ISHARES TR19.1K shares0.13%2025-12-312026-02-13

ALPHABET INC ALPHABET INC4.2K shares3.23%2025-12-312026-02-13

WMT WALMART INC11.8K shares19.13%2025-12-312026-02-13

Sponsored

VYM VANGUARD WHITEHALL FDS8.6K shares11.40%2025-12-312026-02-13

VTWV VANGUARD SCOTTSDALE FDS7.7K shares0.00%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON5.8K shares10.77%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.3.5K shares47.43%2025-12-312026-02-13

SPYV SPDR SERIES TRUST19.9K shares-6.13%2025-12-312026-02-13

META META PLATFORMS INC1.7K shares23.34%2025-12-312026-02-13

TSPA T ROWE PRICE ETF INC25.3K shares0.00%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS16.5K shares-26.58%2025-12-312026-02-13

Sponsored

SCZ ISHARES TR12.9K shares-0.59%2025-12-312026-02-13

HIG HARTFORD INSURANCE GROUP INC6.8K sharesnew addition2025-12-312026-02-13

GLD SPDR GOLD TR2.3K shares28.63%2025-12-312026-02-13

VOOV VANGUARD ADMIRAL FDS INC4.4K shares0.00%2025-12-312026-02-13

VTI VANGUARD INDEX FDS2.5K shares9.83%2025-12-312026-02-13

VTWO VANGUARD SCOTTSDALE FDS8.3K shares0.06%2025-12-312026-02-13

VXUS VANGUARD STAR FDS10.6K shares211.22%2025-12-312026-02-13

HD HOME DEPOT INC2.3K shares14.73%2025-12-312026-02-13

Sponsored

MA MASTERCARD INCORPORATED1.3K shares16.43%2025-12-312026-02-13

AIZ ASSURANT INC3.0K shares141.27%2025-12-312026-02-13

SPG SIMON PPTY GROUP INC NEW3.8K shares1.52%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW746 shares-37.83%2025-12-312026-02-13

LLY ELI LILLY & CO588 shares-13.91%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares57.89%2025-12-312026-02-13

IYW ISHARES TR3.0K shares0.00%2025-12-312026-02-13

JPST J P MORGAN EXCHANGE TRADED F11.1K shares6.59%2025-12-312026-02-13

Sponsored

XOM EXXON MOBIL CORP4.5K shares8.45%2025-12-312026-02-13

FNDX SCHWAB STRATEGIC TR17.9K shares0.00%2025-12-312026-02-13

MUB ISHARES TR4.3K shares0.00%2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR16.9K shares0.00%2025-12-312026-02-13

NFLX NETFLIX INC4.8K shares856.40%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS665 shares12.14%2025-12-312026-02-13

RTX RTX CORPORATION2.2K shares63.24%2025-12-312026-02-13

NEE NEXTERA ENERGY INC4.8K shares37.86%2025-12-312026-02-13

Sponsored

WFC WELLS FARGO CO NEW4.1K shares20.97%2025-12-312026-02-13

IWR ISHARES TR3.9K shares-0.43%2025-12-312026-02-13

KO COCA COLA CO5.1K shares36.02%2025-12-312026-02-13

CSCO CISCO SYS INC4.6K sharesnew addition2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC403 shares39.93%2025-12-312026-02-13

VONV VANGUARD SCOTTSDALE FDS3.8K shares0.00%2025-12-312026-02-13

ABBV ABBVIE INC1.5K shares-6.51%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR12.4K sharesnew addition2025-12-312026-02-13

Sponsored

PANW PALO ALTO NETWORKS INC1.8K sharesnew addition2025-12-312026-02-13

TT TRANE TECHNOLOGIES PLC853 shares-10.21%2025-12-312026-02-13

PGR PROGRESSIVE CORP1.4K shares47.18%2025-12-312026-02-13

SLYV SPDR SERIES TRUST3.5K shares-2.09%2025-12-312026-02-13

CVX CHEVRON CORP NEW2.0K shares4.64%2025-12-312026-02-13

ABT ABBOTT LABS2.4K sharesnew addition2025-12-312026-02-13

ORCL ORACLE CORP1.5K shares-11.06%2025-12-312026-02-13

TMO THERMO FISHER SCIENTIFIC INC492 sharesnew addition2025-12-312026-02-13

Sponsored

TSLA TESLA INC627 shares-27.26%2025-12-312026-02-13

IJR ISHARES TR2.3K shares24.70%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO1.9K sharesnew addition2025-12-312026-02-13

BOND PIMCO ETF TR2.9K shares1.28%2025-12-312026-02-13

VB VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-02-13

PH PARKER-HANNIFIN CORP296 sharesnew addition2025-12-312026-02-13

XLE SELECT SECTOR SPDR TR5.8K sharesnew addition2025-12-312026-02-13

BLACKROCK INC BLACKROCK INC238 sharesnew addition2025-12-312026-02-13

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2025-12-312026-02-13

LDUR PIMCO ETF TR2.6K shares1.07%2025-12-312026-02-13

MESOBLAST LTD MESOBLAST LTD13.8K shares38.28%2025-12-312026-02-13

AIRR FIRST TR EXCHANGE TRADED FD2.5K sharesnew addition2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS833 shares-11.85%2025-12-312026-02-13

IEI ISHARES TR2.0K shares0.00%2025-12-312026-02-13

AZN ASTRAZENECA PLC2.6K sharesnew addition2025-12-312026-02-13

REZ ISHARES TR2.9K shares-98.41%2025-12-312026-02-13

Sponsored

EATON CORP PLC EATON CORP PLC746 shares19.36%2025-12-312026-02-13

IWM ISHARES TR961 shares0.73%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD778 sharesnew addition2025-12-312026-02-13

KIM KIMCO RLTY CORP11.7K shares0.48%2025-12-312026-02-13

SYK STRYKER CORPORATION665 shares-2.78%2025-12-312026-02-13

ITA ISHARES TR1.1K sharesnew addition2025-12-312026-02-13

AOR ISHARES TR3.5K shares8.69%2025-12-312026-02-13

PNC PNC FINL SVCS GROUP INC1.1K sharesnew addition2025-12-312026-02-13

Sponsored

NOC NORTHROP GRUMMAN CORP379 shares4.70%2025-12-312026-02-13

IBIT ISHARES BITCOIN TRUST ETF4.3K shares4.87%2025-12-312026-02-13

AMGN AMGEN INC651 sharesnew addition2025-12-312026-02-13

DIS DISNEY WALT CO1.8K sharesnew addition2025-12-312026-02-13

GLDM WORLD GOLD TR2.4K sharesnew addition2025-12-312026-02-13

BAC BANK AMERICA CORP3.7K shares-9.07%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE663 sharesnew addition2025-12-312026-02-13

ESRT EMPIRE ST RLTY TR INC14.2K shares0.00%2025-12-312026-02-13

Sponsored

ELECTROCORE INC ELECTROCORE INC10.0K shares0.00%2025-12-312026-02-13

SKYX SKYX PLATFORMS CORP16.5K shares0.00%2025-12-312026-02-13

SPAB

SPDR SERIES TRUST

5.75%

Shares3.9M

Event2025-12-31

Filed2026-02-13

IQLT

ISHARES TR

9.18%

Shares1.0M

Event2025-12-31

Filed2026-02-13

BSV

VANGUARD BD INDEX FDS

3.52%

Shares505.7K

Event2025-12-31

Filed2026-02-13

QQQM

INVESCO EXCH TRADED FD TR II

-1.63%

Shares155.8K

Event2025-12-31

Filed2026-02-13

VUG

VANGUARD INDEX FDS

-0.88%

Shares73.7K

Event2025-12-31

Filed2026-02-13

RLY

SSGA ACTIVE ETF TR

8.29%

Shares1.0M

Event2025-12-31

Filed2026-02-13

DFIV

DIMENSIONAL ETF TRUST

17.37%

Shares552.5K

Event2025-12-31

Filed2026-02-13

IEMG

ISHARES INC

7.20%

Shares397.6K

Event2025-12-31

Filed2026-02-13

VWO

VANGUARD INTL EQUITY INDEX F

5.87%

Shares399.1K

Event2025-12-31

Filed2026-02-13

QUAL

ISHARES TR

2.84%

Shares103.8K

Event2025-12-31

Filed2026-02-13

DFLV

DIMENSIONAL ETF TRUST

14.33%

Shares600.0K

Event2025-12-31

Filed2026-02-13

DFIS

DIMENSIONAL ETF TRUST

24.89%

Shares571.2K

Event2025-12-31

Filed2026-02-13

JEPI

J P MORGAN EXCHANGE TRADED F

8.86%

Shares289.3K

Event2025-12-31

Filed2026-02-13

VNQ

VANGUARD INDEX FDS

New

Shares175.6K

Event2025-12-31

Filed2026-02-13

IWO

ISHARES TR

1.48%

Shares43.4K

Event2025-12-31

Filed2026-02-13

DFSV

DIMENSIONAL ETF TRUST

13.91%

Shares414.6K

Event2025-12-31

Filed2026-02-13

IWF

ISHARES TR

-1.11%

Shares25.6K

Event2025-12-31

Filed2026-02-13

BND

VANGUARD BD INDEX FDS

-4.87%

Shares133.9K

Event2025-12-31

Filed2026-02-13

DFUV

DIMENSIONAL ETF TRUST

-0.14%

Shares209.7K

Event2025-12-31

Filed2026-02-13

SPYG

SPDR SERIES TRUST

-4.69%

Shares80.5K

Event2025-12-31

Filed2026-02-13

AAPL

APPLE INC

14.94%

Shares26.6K

Event2025-12-31

Filed2026-02-13

CWI

SPDR INDEX SHS FDS

-0.25%

Shares190.4K

Event2025-12-31

Filed2026-02-13

IVW

ISHARES TR

-4.06%

Shares52.9K

Event2025-12-31

Filed2026-02-13

DLN

WISDOMTREE TR

0.01%

Shares66.9K

Event2025-12-31

Filed2026-02-13

SUB

ISHARES TR

17.37%

Shares54.8K

Event2025-12-31

Filed2026-02-13

AGG

ISHARES TR

-2.31%

Shares57.1K

Event2025-12-31

Filed2026-02-13

VIGI

VANGUARD WHITEHALL FDS

5.75%

Shares52.6K

Event2025-12-31

Filed2026-02-13

INVESCO QQQ TR

3.79%

Shares7.2K

Event2025-12-31

Filed2026-02-13

VTV

VANGUARD INDEX FDS

1.05%

Shares21.7K

Event2025-12-31

Filed2026-02-13

GWX

SPDR INDEX SHS FDS

-0.87%

Shares99.1K

Event2025-12-31

Filed2026-02-13

NVDA

NVIDIA CORPORATION

20.30%

Shares20.8K

Event2025-12-31

Filed2026-02-13

EEM

ISHARES TR

-1.77%

Shares66.7K

Event2025-12-31

Filed2026-02-13

DWM

WISDOMTREE TR

-5.54%

Shares52.8K

Event2025-12-31

Filed2026-02-13

IWD

ISHARES TR

-1.39%

Shares17.1K

Event2025-12-31

Filed2026-02-13

IWN

ISHARES TR

-3.96%

Shares19.4K

Event2025-12-31

Filed2026-02-13

VSS

VANGUARD INTL EQUITY INDEX F

4.96%

Shares24.4K

Event2025-12-31

Filed2026-02-13

MSFT

MICROSOFT CORP

15.12%

Shares7.0K

Event2025-12-31

Filed2026-02-13

IJT

ISHARES TR

-1.44%

Shares23.9K

Event2025-12-31

Filed2026-02-13

AMZN

AMAZON COM INC

18.72%

Shares14.5K

Event2025-12-31

Filed2026-02-13

VIG

VANGUARD SPECIALIZED FUNDS

0.01%

Shares15.0K

Event2025-12-31

Filed2026-02-13

IUSV

ISHARES TR

0.00%

Shares32.0K

Event2025-12-31

Filed2026-02-13

SPEM

SPDR INDEX SHS FDS

2.28%

Shares68.9K

Event2025-12-31

Filed2026-02-13

IVE

ISHARES TR

-0.04%

Shares14.6K

Event2025-12-31

Filed2026-02-13

EFA

ISHARES TR

-7.15%

Shares28.8K

Event2025-12-31

Filed2026-02-13

IEFA

ISHARES TR

4.74%

Shares29.9K

Event2025-12-31

Filed2026-02-13

IVV

ISHARES TR

-6.54%

Shares3.3K

Event2025-12-31

Filed2026-02-13

VBK

VANGUARD INDEX FDS

-1.48%

Shares7.1K

Event2025-12-31

Filed2026-02-13

SPY

SPDR S&P 500 ETF TR

0.98%

Shares3.1K

Event2025-12-31

Filed2026-02-13

VBR

VANGUARD INDEX FDS

-1.99%

Shares9.9K

Event2025-12-31

Filed2026-02-13

PWB

INVESCO EXCHANGE TRADED FD T

-19.53%

Shares16.2K

Event2025-12-31

Filed2026-02-13

VEU

VANGUARD INTL EQUITY INDEX F

2.03%

Shares26.4K

Event2025-12-31

Filed2026-02-13

ALPHABET INC

59.82%

Shares5.8K

Event2025-12-31

Filed2026-02-13

DIA

SPDR DOW JONES INDL AVERAGE

0.00%

Shares3.6K

Event2025-12-31

Filed2026-02-13

SLYG

SPDR SERIES TRUST

-2.09%

Shares18.0K

Event2025-12-31

Filed2026-02-13

AOA

ISHARES TR

-4.92%

Shares18.8K

Event2025-12-31

Filed2026-02-13

IJS

ISHARES TR

-0.01%

Shares13.8K

Event2025-12-31

Filed2026-02-13

DFAT

DIMENSIONAL ETF TRUST

-0.25%

Shares25.9K

Event2025-12-31

Filed2026-02-13

SPYD

SPDR SERIES TRUST

-2.54%

Shares34.2K

Event2025-12-31

Filed2026-02-13

VISA INC

12.95%

Shares4.2K

Event2025-12-31

Filed2026-02-13

BROADCOM INC

52.61%

Shares4.2K

Event2025-12-31

Filed2026-02-13

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares10.7K

Event2025-12-31

Filed2026-02-13

EFV

ISHARES TR

0.13%

Shares19.1K

Event2025-12-31

Filed2026-02-13

ALPHABET INC

3.23%

Shares4.2K

Event2025-12-31

Filed2026-02-13

WMT

WALMART INC

19.13%

Shares11.8K

Event2025-12-31

Filed2026-02-13

VYM

VANGUARD WHITEHALL FDS

11.40%

Shares8.6K

Event2025-12-31

Filed2026-02-13

VTWV

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.7K

Event2025-12-31

Filed2026-02-13

JNJ

JOHNSON & JOHNSON

10.77%

Shares5.8K

Event2025-12-31

Filed2026-02-13

JPM

JPMORGAN CHASE & CO.

47.43%

Shares3.5K

Event2025-12-31

Filed2026-02-13

SPYV

SPDR SERIES TRUST

-6.13%

Shares19.9K

Event2025-12-31

Filed2026-02-13