TOBIAS FINANCIAL ADVISORS, INC. - Portfolio overview

TOBIAS FINANCIAL ADVISORS, INC. has 155 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPAB - SPDR SERIES TRUST, 14.53%
2. IQLT - ISHARES TR, 6.45%
3. BSV - VANGUARD BD INDEX FDS, 5.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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