account_balance
Investment manager · 13F filer · SEC CIK 1802080
Tobias Financial Advisors, Inc.
Reported value$830Mas of Sep 30, 2026
Positions153 14 new, 8 sold out
Top 10 weight53.6%SPAB alone is 12%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPABSPDR Series Trust
11.9%Trimmed −9%
IQLTiShares Tr
6.4%
STIPiShares Tr
5.3%New
QQQMInvesco Exch Traded Fd Tr II
5.1%Trimmed −9%
VUGVanguard Index FDS
4.8%Added +6%
RLYSsga Active ETF Tr
4.7%
DFIVDimensional ETF Trust
4.2%Added +2%
IEMGiShares Inc
4.0%
PULSPgim ETF Tr
3.6%New
DFLVDimensional ETF Trust
3.5%Added +2%
DFISDimensional ETF Trust
3.0%+3%
QUALiShares Tr
2.9%
SPABSPDR Series Trust
11.9%Trimmed −9%
IQLTiShares Tr
6.4%
STIPiShares Tr
5.3%New
QQQMInvesco Exch Traded Fd Tr II
5.1%−9%
VUGVanguard Index FDS
4.8%+6%
RLYSsga Active ETF Tr
4.7%
DFIVDimensional ETF Trust
4.2%
IEMGiShares Inc
4.0%
PULSPgim ETF Tr
3.6%
DFLV3.5%
DFIS3.0%
QUAL2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPAB SPDR Series Trust 11.9% Trimmed −9%
IQLT iShares Tr 6.4% Held
STIP iShares Tr 5.3% New
QQQM Invesco Exch Traded Fd Tr II 5.1% Trimmed −9%
VUG Vanguard Index FDS 4.8% Added +6%
RLY Ssga Active ETF Tr 4.7% Held
DFIV Dimensional ETF Trust 4.2% Added +2%
IEMG iShares Inc 4.0% Held
PULS Pgim ETF Tr 3.6% New
DFLV Dimensional ETF Trust 3.5% Added +2%
DFIS Dimensional ETF Trust 3.0% Added +3%
QUAL iShares Tr 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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