TOBIAS FINANCIAL ADVISORS, INC.
All 13F Filings
- Location
- Plantation, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 718,294
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 143 | 718,294 | 13F-HR | TOBIAS FINANCIAL ADVISORS, INC. |
| Q4 2025 | 2/13/2026 | 146 | 707,857 | 13F-HR | TOBIAS FINANCIAL ADVISORS, INC. |
| Q3 2025 | 11/3/2025 | 132 | 658,238 | 13F-HR | TOBIAS FINANCIAL ADVISORS, INC. |
| Q2 2025 | 8/13/2025 | 123 | 584,225 | 13F-HR | TOBIAS FINANCIAL ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.97 K | 6.3% | 0 | 424.7 K | -424.7 K |
| ETFs | 630.7 K | 87.8% | 432.4 K | 0 | 432.4 K |
| Debt | 42.61 K | 5.9% | 2.759 K | 0 | 2.759 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
718,294
Holdings
143
QoQ value change ($000)
10,437
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.