StockDriftsStockDriftsTop 50 Tobias Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPAB | SPDR SERIES TRUST | 14.35% | 4.43M | $113.0M | +5.97%(+249.34K) | $25.81(-2.68%) | 2026-06-30 | |
| IQLT | ISHARES TR | 6.68% | 1.06M | $52.6M | +3.26%(+33.53K) | $37.39(+38.91%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.89% | 153.0K | $46.4M | -1.53%(-2.38K) | $141.91(+112.40%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 5.61% | 566.5K | $44.1M | +4.24%(+23.03K) | $77.92(-0.38%) | 2026-06-30 | |
| RLY | SSGA ACTIVE ETF TR | 4.73% | 1.08M | $37.2M | +0.77%(+8.20K) | $30.21(+21.40%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.53% | 414.2K | $35.7M | -0.24%(-993) | $32.83(+171.67%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.25% | 404.2K | $33.5M | +0.83%(+3.31K) | $62.83(+31.52%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.19% | 610.7K | $33.0M | +2.46%(+14.68K) | $38.53(+50.77%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.59% | 715.0K | $28.3M | +3.45%(+23.84K) | $29.50(+42.81%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.06% | 404.0K | $24.1M | +2.40%(+9.47K) | $45.32(+33.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.21% | +33.88% | +4.90% | +27.05% |
| Top 20 Holdings Unweighted | +13.01% | +44.34% | +6.09% | +34.37% |
Tobias Financial Advisors INC reports $787.35M in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are SPAB (14.3%), IQLT (6.7%) and QQQM (5.9%). The top 20 holdings account for 77.27% of reported assets. Its disclosed equity book has returned +33.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tobias Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802080). View Tobias Financial Advisors INC’s 13F filings on SEC