TOBIAS FINANCIAL ADVISORS, INC.
TOBIAS FINANCIAL ADVISORS, INC. reported 148 positions worth $787.3M as of June 30, 2026 (13F filed August 25, 2026). Largest holding: SPAB (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPAB | SH | $113.0M | 14.35% | 4,428,126 | — | — | |
| ▸ 2 | IQLT | SH | $52.6M | 6.68% | 1,061,444 | — | — | |
| ▸ 3 | QQQM | SH | $46.4M | 5.89% | 153,000 | — | — | |
| ▸ 4 | BSV | SH | $44.1M | 5.61% | 566,494 | — | — | |
| ▸ 5 | RLY | SH | $37.2M | 4.73% | 1,079,223 | — | — | |
| ▸ 6 | VUG | SH | $35.7M | 4.53% | 414,195 | — | — | |
| ▸ 7 | IEMG | SH | $33.5M | 4.25% | 404,155 | — | — | |
| ▸ 8 | DFIV | SH | $33.0M | 4.19% | 610,701 | — | — | |
| ▸ 9 | DFLV | SH | $28.3M | 3.59% | 715,031 | — | — | |
| ▸ 10 | VWO | SH | $24.1M | 3.06% | 403,971 | — | — |
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Frequently Asked Questions
What stocks does TOBIAS FINANCIAL ADVISORS, INC. hold as of Q2 2026?
TOBIAS FINANCIAL ADVISORS, INC. reported 148 positions worth $787.3M in its Q2 2026 13F filing. Largest positions: SPAB (14.4%), IQLT (6.7%), QQQM (5.9%), BSV (5.6%) and RLY (4.7%).
What did TOBIAS FINANCIAL ADVISORS, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TOBIAS FINANCIAL ADVISORS, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.