TOBIAS FINANCIAL ADVISORS, INC.
Q2 2026 13F filing
Updated 16 days ago148 disclosed positions worth $787.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STT-PG SPDR SERIES TRUST | $113M | 4.43M | 14.35% | — |
| 2 | E ETHA ISHARES TR | $52.6M | 1.06M | 6.68% | — |
| 3 | E ETHA INVESCO EXCH TRADED FD TR II | $46.4M | 153.0K | 5.89% | — |
| 4 | V VGES VANGUARD BD INDEX FDS | $44.1M | 566.5K | 5.61% | — |
| 5 | S STT-PG SSGA ACTIVE ETF TR | $37.2M | 1.08M | 4.73% | — |
| 6 | V VGES VANGUARD INDEX FDS | $35.7M | 414.2K | 4.53% | — |
| 7 | E ETHA ISHARES INC | $33.5M | 404.2K | 4.25% | — |
| 8 | M MSFT DIMENSIONAL ETF TRUST | $33M | 610.7K | 4.19% | — |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $28.3M | 715.0K | 3.59% | — |
| 10 | V VGES VANGUARD INTL EQUITY INDEX F | $24.1M | 404.0K | 3.06% | — |
| 11 | E ETHA ISHARES TR | $23.4M | 106.8K | 2.98% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $23.1M | 659.6K | 2.93% | — |
| 13 | V VGES VANGUARD INDEX FDS | $18.3M | 190.2K | 2.33% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $17.9M | 461.1K | 2.27% | — |
| 15 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $17.5M | 310.2K | 2.23% | — |
| 16 | E ETHA ISHARES TR | $16.8M | 42.7K | 2.13% | — |
| 17 | E ETHA ISHARES TR | $12.2M | 98.4K | 1.55% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $11.1M | 201.2K | 1.41% | — |
| 19 | S STT-PG SPDR SERIES TRUST | $10.4M | 87.8K | 1.33% | — |
| 20 | V VGES VANGUARD BD INDEX FDS | $9.7M | 132.2K | 1.23% | — |
| 21 | S STT-PG SPDR INDEX SHS FDS | $7.5M | 183.6K | 0.95% | — |
| 22 | A AAPL APPLE INC | $7.1M | 24.5K | 0.90% | — |
| 23 | E ETHA ISHARES TR | $6.9M | 50.1K | 0.88% | — |
| 24 | E ETHA ISHARES TR | $6.3M | 59.1K | 0.80% | — |
| 25 | N NVDA NVIDIA CORPORATION | $6M | 29.8K | 0.76% | — |
| 26 | B BTCW WISDOMTREE TR | $5.9M | 61.7K | 0.76% | — |
| 27 | E ETHA ISHARES TR | $5.4M | 54.6K | 0.69% | — |
| 28 | S STT-PG SPDR INDEX SHS FDS | $5.2M | 100.7K | 0.66% | — |
| 29 | V VGES VANGUARD INTL EQUITY INDEX F | $4.9M | 31.7K | 0.62% | — |
| 30 | V VGES VANGUARD INDEX FDS | $4.3M | 19.6K | 0.54% | — |
| 31 | E ETHA ISHARES TR | $4M | 16.3K | 0.50% | — |
| 32 | E ETHA ISHARES TR | $3.9M | 17.7K | 0.50% | — |
| 33 | M MDY SPDR INDEX SHS FDS | $3.9M | 89.5K | 0.50% | — |
| 34 | E ETHA ISHARES TR | $3.8M | 21.2K | 0.48% | — |
| 35 | V VGES VANGUARD WHITEHALL FDS | $3.7M | 39.7K | 0.47% | — |
| 36 | E ETHA ISHARES TR | $3.7M | 53.4K | 0.46% | — |
| 37 | E ETHA ISHARES TR | $3.5M | 36.7K | 0.45% | — |
| 38 | E ETHA ISHARES TR | $3.5M | 31.9K | 0.45% | — |
| 39 | A AMZN AMAZON COM INC | $3.3M | 14.0K | 0.42% | — |
| 40 | B BX VANGUARD SPECIALIZED FUNDS | $3.1M | 13.0K | 0.39% | — |
| 41 | B BTCW WISDOMTREE TR | $2.8M | 38.1K | 0.35% | — |
| 42 | T THQ VANGUARD INDEX FDS | $2.7M | 7.3K | 0.34% | — |
| 43 | V VGES VANGUARD INTL EQUITY INDEX F | $2.5M | 29.4K | 0.31% | — |
| 44 | E ETHA ISHARES TR | $2.4M | 22.9K | 0.30% | — |
| 45 | ? N/A INVESCO EXCHANGE TRADED FD T | $2.3M | 13.5K | 0.29% | — |
| 46 | V VGES VANGUARD INDEX FDS | $2.2M | 9.2K | 0.28% | — |
| 47 | E ETHA ISHARES TR | $2.1M | 21.4K | 0.27% | — |
| 48 | E ETHA ISHARES TR | $2M | 9.0K | 0.26% | — |
| 49 | E ETHA ISHARES TR | $2M | 2.6K | 0.25% | — |
| 50 | S STT-PG SPDR SERIES TRUST | $1.9M | 15.9K | 0.24% | — |