Notify me when TOBIAS FINANCIAL ADVISORS, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 146 | $707,857,024 | +$61,689,408 | -$22,332,972 | +$39,356,436 | SPAB, IQLT, BSV, QQQM, VUG | 13F-HR | 13 Feb 2026, 13:05 |
| Q3 2025 | 132 | $658,238,283 | +$80,180,601 | -$35,571,483 | +$44,609,118 | SPAB, IQLT, QQQM, BSV, VUG | 13F-HR | 03 Nov 2025, 10:44 |
| Q2 2025 | 123 | $584,224,795 | +$55,661,319 | -$18,496,799 | +$37,164,520 | SPAB, IQLT, BSV, QQQM, VUG | 13F-HR | 13 Aug 2025, 10:42 |
| Q1 2025 | 113 | $514,865,594 | +$56,190,441 | -$36,201,239 | +$19,989,202 | SPAB, BSV, IQLT, QQQM, VUG | 13F-HR | 15 May 2025, 15:31 |
| Q4 2024 | 110 | $497,438,430 | +$38,376,492 | -$29,167,885 | +$9,208,607 | SPAB, QQQM, IEF, IQLT, VUG | 13F-HR | 13 Feb 2025, 16:19 |
| Q3 2024 | 108 | $498,930,230 | +$16,514,872 | -$3,269,095 | +$13,245,777 | SPAB, USFR, IEF, IQLT, QQQM | 13F-HR | 30 Oct 2024, 16:02 |
| Q2 2024 | 104 | $463,607,848 | +$40,295,999 | -$22,039,643 | +$18,256,356 | SPAB, USFR, IQLT, QQQM, IEF | 13F-HR | 13 Aug 2024, 12:04 |
| Q1 2024 | 102 | $441,371,276 | +$16,922,403 | -$3,033,961 | +$13,888,442 | SPAB, IQLT, IEF, QQQM, USFR | 13F-HR | 02 May 2024, 21:14 |
| Q4 2023 | 96 | $410,663,228 | +$105,192,005 | -$103,867,785 | +$1,324,220 | SPAB, IEF, IQLT, USFR, QQQM | 13F-HR | 14 Feb 2024, 10:08 |
| Q3 2023 | 90 | $381,098,709 | +$45,769,845 | -$22,948,176 | +$22,821,669 | BSV, IQLT, LDUR, QQQM, VUG | 13F-HR | 03 Nov 2023, 13:40 |
| Q2 2023 | 96 | $370,870,073 | +$25,277,565 | -$3,920,582 | +$21,356,983 | BSV, LDUR, VUG, IQLT, SPAB | 13F-HR | 03 Aug 2023, 09:02 |
| Q1 2023 | 86 | $340,856,954 | +$42,118,639 | -$21,584,109 | +$20,534,530 | BSV, LDUR, VUG, IQLT, SPAB | 13F-HR | 24 Apr 2023, 10:11 |
| Q4 2022 | 81 | $304,377,718 | +$29,462,892 | -$23,175,887 | +$6,287,005 | BSV, LDUR, IQLT, VUG, SPAB | 13F-HR | 13 Feb 2023, 16:21 |
| Q3 2022 | 78 | $283,483,000 | +$45,418,324 | -$42,561,458 | +$2,856,866 | BND, LDUR, QQQM, VUG, BSV | 13F-HR | 14 Nov 2022, 11:48 |
| Q2 2022 | 86 | $297,756,000 | +$105,833,908 | -$64,265,468 | +$41,568,440 | BND, SPAB, QQQM, VUG, DLN | 13F-HR | 12 Aug 2022, 14:55 |
| Q1 2022 | 76 | $289,871,000 | +$275,874,821 | -$1,256,618,874 | -$980,744,053 | SPAB, VUG, VMBS, LDUR, IQLT | 13F-HR | 09 May 2022, 15:29 |
| Q4 2021 | 67 | $1,272,531,000 | +$1,258,003,850 | -$254,060,853 | +$1,003,942,997 | PG, DE, DEO, PEP, WELL | 13F-HR | 09 Feb 2022, 13:20 |
| Q3 2021 | 69 | $267,425,000 | +$19,988,565 | -$1,175,978 | +$18,812,587 | SPAB, VUG, VMBS, LDUR, IQLT | 13F-HR | 15 Nov 2021, 11:14 |
| Q2 2021 | 66 | $252,591,000 | +$21,175,124 | -$14,571,656 | +$6,603,468 | SPAB, VMBS, VUG, LDUR, IQLT | 13F-HR | 12 Aug 2021, 12:47 |
| Q1 2021 | 68 | $235,822,000 | +$27,606,547 | -$17,674,698 | +$9,931,849 | SPAB, VMBS, VUG, LDUR, IQLT | 13F-HR | 07 May 2021, 15:07 |
| Q4 2020 | 67 | $218,712,000 | +$23,943,842 | -$3,018,214 | +$20,925,628 | SPAB, VUG, LDUR, IQLT, XT | 13F-HR | 12 Feb 2021, 11:43 |
| Q3 2020 | 67 | $182,491,000 | +$10,253,476 | -$7,656,951 | +$2,596,525 | SPAB, VUG, QUAL, XT, IQLT | 13F-HR | 05 Nov 2020, 15:30 |
| Q2 2020 | 63 | $170,290,000 | +$37,964,510 | -$25,688,277 | +$12,276,233 | SPAB, VUG, QUAL, XT, IQLT | 13F-HR | 05 Nov 2020, 15:40 |
| Q1 2020 | 58 | $138,322,000 | +$19,777,091 | -$16,218,503 | +$3,558,588 | SPAB, VUG, QUAL, XT, DLN | 13F-HR | 12 May 2020, 19:41 |
| Q4 2019 | 279 | $156,238,000 | $0 | $0 | $0 | SPAB, VUG, DLN, XT, DWM | 13F-HR | 04 Feb 2020, 10:44 |