TOBIAS FINANCIAL ADVISORS, INC.

Q2 2026 13F-HR Holdings

Location
Plantation, FL
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$787,345
Net value change ($000)
+69,051 (9.6%)
New positions
14
Sold out positions
10
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQM 9,433 25.5%
SPAB 5,945 5.6%
IEMG 5,521 19.7%
VUG 5,454 18.0%
IQLT 5,074 10.7%
DFLV 3,590 14.5%
IWO 3,498 26.3%
QUAL 3,154 15.6%
VWO 2,790 13.1%
NVDA 2,496 72.1%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -4,197 -100.0%
RLY -1,474 -3.8%
SUB -1,263 -16.7%
JNJ -491 -46.1%
MSI -442 -100.0%
RTX -326 -100.0%
NOC -259 -100.0%
IBIT -241 -100.0%
GLDM -234 -100.0%
EFA -213 -8.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7 (0.0% of total reported value)
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