13F-HR/A filed by TOBIAS FINANCIAL ADVISORS, INC.
TOBIAS FINANCIAL ADVISORS, INC. filed this 13F-HR/A for the quarter ended 2026-06-30, filed 2026-08-25, with 148 holding rows worth $787,345,413.
- Accession
- 0001172661-26-004020
- Filer
- CIK 1802080
- Filed
- 2026-08-25
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, amendment of type restatement, 148 entries on the cover page, a total value of $787,345,413 stated on the cover page (in dollars after the unit check, H1), rows summing to $787,345,413 with VALUE read as dollars as filed, 13F file number 028-19737. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 4,428,126 | $113,005,768 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 1,061,444 | $52,594,545 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 153,000 | $46,354,445 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 566,494 | $44,135,542 | dollars as filed | |
| SPDR SSgA Multi-Asset Real Return ETF | 78467V103 | SHS | 1,079,223 | $37,243,989 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 414,195 | $35,678,715 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 404,155 | $33,480,230 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 610,701 | $32,990,045 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 715,031 | $28,272,326 | dollars as filed | |
| VWO | 922042858 | SHS | 403,971 | $24,113,042 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 106,768 | $23,428,066 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V773 | INTL SMALL CAP E | 659,583 | $23,105,200 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 190,223 | $18,343,238 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 461,103 | $17,886,199 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 310,180 | $17,518,979 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 42,656 | $16,804,804 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 98,443 | $12,223,729 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 201,189 | $11,067,407 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 87,770 | $10,443,712 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 132,223 | $9,706,505 | dollars as filed | |
| SPDR MSCI ACWI EX-US ETF | 78463X848 | COM | 183,600 | $7,466,996 | dollars as filed | |
| Apple Inc | 037833100 | COM | 24,509 | $7,091,840 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 50,150 | $6,897,130 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 59,096 | $6,291,951 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 29,786 | $5,959,864 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 61,735 | $5,946,296 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 54,577 | $5,402,035 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 100,682 | $5,213,340 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 31,747 | $4,898,191 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 19,650 | $4,282,230 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 16,320 | $3,956,484 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 17,727 | $3,921,276 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 89,497 | $3,916,409 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 21,232 | $3,791,962 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 39,684 | $3,705,665 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 53,373 | $3,651,233 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 36,735 | $3,547,866 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 31,906 | $3,514,446 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,953 | $3,325,539 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 13,006 | $3,077,447 | dollars as filed | |
| WISDOMTREE TR | 97717W703 | INTL EQUITY FD | 38,077 | $2,787,762 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 7,312 | $2,674,035 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 29,359 | $2,458,833 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 22,933 | $2,382,245 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V746 | LARGE CAP GROWTH | 13,465 | $2,268,369 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 9,216 | $2,239,300 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 21,399 | $2,088,529 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 9,022 | $2,048,535 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,630 | $1,969,690 | dollars as filed | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 15,860 | $1,889,387 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 13,705 | $1,873,231 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,000 | $1,865,241 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,151 | $1,840,875 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 3,515 | $1,836,201 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,205 | $1,646,770 | dollars as filed | |
| SPDR Portfolio S&P 500 High Dividend ETF | 78468R788 | SHS | 32,479 | $1,549,592 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 10,687 | $1,516,378 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,012 | $1,515,489 | dollars as filed | |
| VANGUARD RUSSELL 2000 VALUE ETF | 92206C649 | ETF | 7,494 | $1,464,627 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 23,568 | $1,432,690 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 18,326 | $1,402,865 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 8,660 | $1,368,541 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 19,531 | $1,365,217 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,722 | $1,276,980 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 11,245 | $1,273,581 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 17,538 | $1,249,582 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,451 | $1,219,402 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q503 | US EQUI RESH ETF | 25,346 | $1,204,695 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 12,645 | $1,040,279 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,108 | $1,017,352 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 8,293 | $1,006,920 | dollars as filed | |
| VANGUARD ADMIRAL FDS INC | 921932703 | 500 VAL IDX FD | 4,256 | $932,958 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 10,388 | $888,066 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,544 | $869,582 | dollars as filed | |
| VTI | 922908769 | COM | 2,339 | $865,570 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 3,811 | $852,277 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,352 | $829,338 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,165 | $797,543 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 3,025 | $762,996 | dollars as filed | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 5,716 | $757,484 | dollars as filed | |
| ASSURANT INC COM | 04621X108 | Stock | 2,529 | $679,112 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 967 | $619,481 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 845 | $580,399 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 482 | $578,478 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,266 | $575,496 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 17,910 | $557,001 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 591 | $553,277 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,765 | $514,686 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 16,844 | $495,719 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,044 | $475,007 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 208 | $472,936 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 9,235 | $466,991 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 919 | $459,958 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 683 | $436,246 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 822 | $422,113 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,772 | $418,809 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 3,722 | $410,611 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 403 | $408,083 | dollars as filed | |
| SCHD | 808524797 | COM | 12,382 | $392,619 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 798 | $391,740 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,769 | $387,593 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 3,623 | $385,161 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 3,456 | $371,935 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 3,370 | $367,658 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 760 | $362,953 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,200 | $362,052 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 302 | $348,596 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 289 | $339,538 | dollars as filed | |
| Intel Corp | 458140100 | COM | 2,426 | $338,742 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R704 | RBA INDL ETF | 2,539 | $338,322 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 780 | $328,085 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,056 | $320,019 | dollars as filed | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 3,051 | $311,965 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,053 | $304,432 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 4,245 | $303,113 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,003 | $301,351 | dollars as filed | |
| KIMCO REALTY CORP COM | 49446R109 | REIT | 11,843 | $300,224 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 5,540 | $294,229 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,496 | $288,881 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 1,688 | $288,390 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 4,636 | $288,359 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 850 | $284,597 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,330 | $282,984 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,114 | $280,430 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 1,155 | $280,101 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 3,001 | $276,740 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,257 | $274,592 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 269 | $263,114 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 242 | $257,706 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 848 | $252,505 | dollars as filed | |
| VGT | 92204A702 | SHS | 2,112 | $252,426 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,472 | $243,999 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 3,172 | $239,518 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 2,037 | $239,246 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 1,251 | $237,215 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,545 | $234,068 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 3,357 | $233,321 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 536 | $228,400 | dollars as filed | |
| General Electric Company | 369604301 | COM | 596 | $222,788 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 1,355 | $214,429 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 2,016 | $210,664 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 647 | $203,701 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 824 | $202,885 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,367 | $200,334 | dollars as filed | |
| MESOBLAST LTD | 590717401 | SPONS ADR | 10,000 | $135,300 | dollars as filed | |
| ELECTROCORE INC | 28531P202 | COM NEW | 10,000 | $86,400 | dollars as filed | |
| Empire State Realty Trust, Inc. | 292104106 | Class A Common Stock, $0.01 par value per share | 14,188 | $76,757 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 100 | $7,140 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003338 | superseded | 2026-08-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001172661-26-004020 | this filing | 2026-08-25 | acceptance time not in the bulk data set |