TOBIAS FINANCIAL ADVISORS, INC.
All 13F Filings
- Location
- Plantation, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 787,345
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/25/2026 | 148 | 787,345 | 13F-HR/A - RESTATEMENT | TOBIAS FINANCIAL ADVISORS, INC. |
| Q2 2026 | 8/12/2026 | 148 | 787,345 | 13F-HR | TOBIAS FINANCIAL ADVISORS, INC. |
| 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)
Derivatives reported exposure ($000):
7
(0.0% of total reported value)
· QoQ Δ:
+7
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.44 K | 6.7% | 7.467 K | 0 | 7.467 K |
| ETFs | 690.8 K | 87.7% | 60.05 K | 0 | 60.05 K |
| Debt | 44.14 K | 5.6% | 1.523 K | 0 | 1.523 K |
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Fund Snapshot
Q2 2026
Latest filed
8/25/2026
Total value ($000)
787,345
Holdings
148
QoQ value change ($000)
69,051
(9.6%)
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.