TOBIAS FINANCIAL ADVISORS, INC.
All 13F Filings
- Location
- Plantation, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 707,857
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 469.7 K | 66.4% | 29.53 K | 0 | 29.53 K |
| ETFs | 198.3 K | 28.0% | 18.77 K | 0 | 18.77 K |
| Debt | 39.85 K | 5.6% | 1.308 K | 0 | 1.308 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
707,857
Holdings
146
QoQ value change ($000)
49,619
(7.5%)
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.