Tobias Financial Advisors, Inc. Portfolio Holdings

Tobias Financial Advisors, Inc.

  • $569 Million
  • Q2 2025

Tobias Financial Advisors, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $569 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $89.1M, Ishares Msci Intl Quality Fact with a value of $39.1M, Vanguard Bd Index Fd Inc Short with a value of $37M, Invesco Exchange Traded Fd Tr with a value of $35.6M, and Vanguard Growth ETF with a value of $32.9M.

Examining the 13F form we can see an increase of $69.3M in the current position value, from $499M to 569M.

Tobias Financial Advisors, Inc. is based out at Plantation, FL

Below you can find more details about Tobias Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $569 Million
ETFs: $542 Million
Technology: $10.6 Million
Financial Services: $3.69 Million
Consumer Cyclical: $3.09 Million
Communication Services: $3.02 Million
Consumer Defensive: $2.31 Million
Healthcare: $1.7 Million
Real Estate: $1.03 Million
Other: $1.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$89.1 Million 15.66% of portfolio
3,479,793
Q2 2025 Added 5.48%
$0
$39.1 Million 6.87% of portfolio
903,708
Q2 2025 Added 5.2%
$0
$37 Million 6.5% of portfolio
470,019
Q2 2025 Added 5.85%
$0
$35.6 Million 6.26% of portfolio
156,811
Q2 2025 Reduced 2.66%
$0
$32.9 Million 5.79% of portfolio
75,157
Q2 2025 Added 0.65%
$0
$28.7 Million 5.05% of portfolio
570,886
Q2 2025 Added 13.11%
$0
$18.3 Million 3.21% of portfolio
426,593
Q2 2025 Added 11.05%
$0
$18 Million 3.16% of portfolio
98,336
Q2 2025 Added 0.23%
$0
$17.5 Million 3.08% of portfolio
354,584
Q2 2025 Added 4.66%
$0
$14.8 Million 2.61% of portfolio
260,970
Q2 2025 New
$0
$14.8 Million 2.6% of portfolio
179,376
Q2 2025 Reduced 42.59%
$0
$12.5 Million 2.19% of portfolio
417,258
Q2 2025 Added 0.85%
$0
$11.1 Million 1.95% of portfolio
26,073
Q2 2025 Added 0.77%
$0
$11.1 Million 1.95% of portfolio
38,853
Q2 2025 Added 3.1%
$0
$10.2 Million 1.8% of portfolio
139,198
Q2 2025 Reduced 1.84%
$0
$8.89 Million 1.56% of portfolio
210,155
Q2 2025 Reduced 0.71%
$0
$8.25 Million 1.45% of portfolio
86,541
Q2 2025 Added 20.64%
$0
$6.26 Million 1.1% of portfolio
191,704
Q2 2025 Reduced 2.0%
$0
$6.13 Million 1.08% of portfolio
55,668
Q2 2025 Reduced 2.63%
$0
$5.75 Million 1.01% of portfolio
57,961
Q2 2025 Added 0.06%
$0
$5.58 Million 0.98% of portfolio
67,872
Q2 2025 Reduced 7.34%
$0
$5.46 Million 0.96% of portfolio
51,373
Q2 2025 Added 11.81%
$3.64T
$4.51 Million 0.79% of portfolio
21,999
Q2 2025 Reduced 0.17%
$0
$4.51 Million 0.79% of portfolio
50,061
Q2 2025 Reduced 9.1%
$0
$3.76 Million 0.66% of portfolio
21,285
Q2 2025 Reduced 0.12%
$0
$3.76 Million 0.66% of portfolio
101,156
Q2 2025 Reduced 6.62%
$0
$3.65 Million 0.64% of portfolio
57,475
Q2 2025 Reduced 5.92%
$0
$3.53 Million 0.62% of portfolio
33,768
Q2 2025 Reduced 2.44%
$0
$3.33 Million 0.59% of portfolio
17,140
Q2 2025 Added 40.69%
$0
$3.3 Million 0.58% of portfolio
5,991
Q2 2025 Added 590.21%
$0
$3.32 Million 0.58% of portfolio
68,827
Q2 2025 Reduced 8.61%
$0
$3.27 Million 0.57% of portfolio
24,571
Q2 2025 Reduced 1.11%
$0
$3.21 Million 0.56% of portfolio
20,348
Q2 2025 Added 9.49%
$0
$3.12 Million 0.55% of portfolio
23,212
Q2 2025 Added 285.58%
$0
$3.03 Million 0.53% of portfolio
32,038
Q2 2025 New
$0
$2.95 Million 0.52% of portfolio
15,072
Q2 2025 Reduced 0.05%
$0
$2.93 Million 0.51% of portfolio
68,461
Q2 2025 Added 42.38%
$0
$2.81 Million 0.49% of portfolio
31,476
Q2 2025 Reduced 9.14%
$0
$2.77 Million 0.49% of portfolio
4,459
Q2 2025 Added 351.77%
$0
$2.72 Million 0.48% of portfolio
14,912
Q2 2025 Reduced 0.18%
$3.73T
$2.72 Million 0.48% of portfolio
5,478
Q2 2025 Added 17.45%
$2.35T
$2.52 Million 0.44% of portfolio
11,502
Q2 2025 Reduced 1.91%
$442B
$2.45 Million 0.43% of portfolio
15,529
Q2 2025 Added 22.22%
$0
$2.42 Million 0.43% of portfolio
20,624
Q1 2025 Reduced 0.01%
$0
$2.35 Million 0.41% of portfolio
28,142
Q2 2025 Added 4.93%
$0
$1.99 Million 0.35% of portfolio
7,169
Q2 2025 Added 48.7%
$0
$1.98 Million 0.35% of portfolio
10,159
Q2 2025 Reduced 10.53%
$0
$1.78 Million 0.31% of portfolio
33,195
Q2 2025 Added 4.82%
$0
$1.74 Million 0.31% of portfolio
25,894
Q2 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $569 Million
  • Prior Value $499 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Tobias Financial Advisors, Inc. Portfolio

Follow Tobias Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email