Tobias Financial Advisors, Inc. ETF holdings
Plantation, FL
Reported $743.9M in 92 ETFs in its Form 13F for June 30, 2026.
ETF value
$743.9M
ETFs held
92
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
94.5%
of $787.3M
Top 10 of 92 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPAB | State Street SPDR Portfolio Aggregate Bond Index ETF | $113.0M | 4,428,126 | +249,337 shares |
| IQLT | iShares MSCI Intl Quality Factor ETF | $52.6M | 1,061,444 | +33,528 shares |
| QQQM | Invesco NASDAQ 100 ETF | $46.4M | 153,000 | −2,379 shares |
| BSV | Vanguard Short-Term Bond ETF | $44.1M | 566,494 | +23,027 shares |
| RLY | State Street Multi-Asset Real Return ETF | $37.2M | 1,079,223 | +8,197 shares |
| VUG | Vanguard Morningstar Growth ETF | $35.7M | 414,195 | +344,997 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $33.5M | 404,155 | +3,312 shares |
| DFIV | Dimensional International Value ETF | $33.0M | 610,701 | +14,684 shares |
| DFLV | Dimensional US Large Cap Value ETF | $28.3M | 715,031 | +23,840 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $24.1M | 403,971 | +9,468 shares |
82 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001802080. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tobias Financial Advisors, Inc. own?
Tobias Financial Advisors, Inc. reported 92 ETF positions worth $743.9M in its Form 13F for June 30, 2026. The largest was SPAB, at $113.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.