TOBIAS FINANCIAL ADVISORS, INC.

Q3 2025 13F-HR Holdings

Location
Plantation, FL
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
132
Total value ($000)
$658,238
Net value change ($000)
+74,013 (12.7%)
New positions
14
Sold out positions
5
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RLY 29,743 NEW
IEMG 22,455 1126.7%
SPAB 6,375 7.2%
QQQM 3,539 9.9%
DFIV 3,438 18.8%
IQLT 3,075 7.9%
DFLV 3,063 21.6%
DFSV 3,031 35.4%
VWO 2,885 16.4%
VUG 2,730 8.3%
Top Reduces (Value $000, Stocks/ETFs)
USFR -28,442 -99.0%
MUB -3,073 -87.1%
SUB -473 -8.7%
IVV -384 -13.9%
IEF -227 -100.0%
VGSH -221 -100.0%
VV -215 -100.0%
DIS -207 -100.0%
CRGX -114 -100.0%
IBIT -72 -21.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type