Tobias Financial Advisors, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $635 Million distributed in 132 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $95.5M, Ishares Msci Intl Quality Fact with a value of $42.1M, Invesco Exchange Traded Fd Tr with a value of $39.2M, Vanguard Bd Index Fd Inc Short with a value of $38.5M, and Vanguard Growth ETF with a value of $35.7M.
Examining the 13F form we can see an increase of $66.6M in the current position value, from $569M to 635M.
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.
