TOBIAS FINANCIAL ADVISORS, INC.

Q3 2026 13F-HR Holdings

Location
Plantation, FL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
153
Total value ($000)
$829,528
Net value change ($000)
+42,183 (5.4%)
New positions
16
Sold out positions
10
Turnover %
14.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
STIP 44,106 NEW
PULS 30,157 NEW
DFA INVT DIMENSIONS GROUP IN 17,092 NEW
MUB 12,128 3260.2%
AGG 7,173 132.8%
QQQ 5,137 NEW
VUG 3,857 10.8%
RLY 2,110 5.7%
DFIV 1,865 5.7%
DFIS 1,545 6.7%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -17,886 -100.0%
SPAB -14,614 -12.9%
QQQM -3,969 -8.6%
IWO -1,724 -10.3%
VNQ -1,023 -5.6%
VWO -859 -3.6%
BND -547 -5.6%
IEMG -525 -1.6%
XOM -515 -100.0%
IVE -481 -23.5%
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