TOBIAS FINANCIAL ADVISORS, INC.

Q1 2026 13F-HR Holdings

Location
Plantation, FL
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$718,294
Net value change ($000)
+10,437 (1.5%)
New positions
12
Sold out positions
15
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPAB 6,508 6.5%
RLY 5,914 18.0%
DFLV 4,157 20.3%
DFIV 3,890 14.1%
DFSV 2,059 15.1%
DFIS 1,917 10.2%
SUB 1,703 29.1%
SPEM 1,573 48.8%
VSS 1,267 36.2%
IEMG 1,235 4.6%
Top Reduces (Value $000, Stocks/ETFs)
VUG -5,749 -16.0%
QQQM -2,496 -6.3%
MSFT -1,518 -44.8%
IWF -1,233 -10.2%
IVE -1,179 -38.1%
VIGI -1,089 -22.6%
AAPL -992 -13.7%
DWM -894 -24.6%
IVW -768 -11.8%
IWO -728 -5.2%
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