TOBIAS FINANCIAL ADVISORS, INC.

Q4 2025 13F-HR Holdings

Location
Plantation, FL
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$707,857
Net value change ($000)
+49,619 (7.5%)
New positions
21
Sold out positions
7
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VNQ 15,540 NEW
DFIV 5,859 27.0%
IQLT 5,180 12.3%
SPAB 5,095 5.3%
DFIS 4,348 30.1%
DFLV 3,260 18.9%
RLY 3,061 10.3%
IEMG 2,276 9.3%
DFSV 2,047 17.7%
JEPI 1,384 9.1%
Top Reduces (Value $000, Stocks/ETFs)
REZ -15,151 -98.5%
VDC -783 -100.0%
BND -550 -5.3%
PWB -467 -18.5%
COST -467 -42.0%
VEA -316 -23.4%
VZ -282 -100.0%
USFR -279 -100.0%
DGRO -249 -100.0%
SPYG -237 -2.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type