Institutional Fund
Tobias Financial Advisors, Inc.
Plantation, FLCIK 18020805 filings on record
Portfolio Value
$718.29M
Q1 2026
Holdings
143
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+1.5%
from $707.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust14.9%
- Ishares Tr6.6%
- Vanguard Bd Index Fds5.9%
- Ssga Active ETF Tr5.4%
- Invesco Exch Traded Fd Tr II5.1%
- Dimensional ETF Trust4.4%
- Other57.6%
Portfolio Holdings
143 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 4.18M | $107.06M | 14.9% | +273.8K | Added |
| 2 | Ishares Tr | 1.03M | $47.52M | 6.6% | −13.1K | Reduced |
| 3 | Vanguard Bd Index Fds | 543.5K | $42.61M | 5.9% | +37.8K | Added |
| 4 | Ssga Active ETF Tr | 1.07M | $38.72M | 5.4% | +28.0K | Added |
| 5 | Invesco Exch Traded Fd Tr II | 155.4K | $36.92M | 5.1% | −468 | Reduced |
| 6 | Dimensional ETF Trust | 596.0K | $31.46M | 4.4% | +43.6K | Added |
| 7 | Vanguard Index Fds | 69.2K | $30.22M | 4.2% | −4.5K | Reduced |
| 8 | Ishares Inc | 400.8K | $27.96M | 3.9% | +3.3K | Added |
| 9 | Dimensional ETF Trust | 691.2K | $24.68M | 3.4% | +91.2K | Added |
| 10 | Vanguard Intl Equity Index F | 394.5K | $21.32M | 3.0% | −4.6K | Reduced |
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