TOBIAS FINANCIAL ADVISORS, INC.

RIA/Wealth

TOBIAS FINANCIAL ADVISORS, INC. is a RIA/Wealth based in Plantation, FL led by Marianela Nmn Collado, reporting $892.2M in AUM as of Q3 2025 with 94% ETF concentration, 56% concentrated in top 10 holdings, and minimal technology exposure.

CEOMarianela Nmn Collado

Portfolio Value: $658.2M
Positions: 132
Top Holding: SPAB at 14.5%
Last Reported: Q3 2025

Address1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324, United States

Top Holdings

Largest long holdings in TOBIAS FINANCIAL ADVISORS, INC.'s portfolio (55.7% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio Aggregate Bond SPAB	ETF ETF	$95.5M	14.50%	+$5.5M Bought	— 3.7M shares	Q4 2019 Held for 5y 11m
2 IQLT iShares MSCI Intl Quality Factor IQLT	ETF ETF	$42.1M	6.40%	+$2.2M Bought	— 953.5K shares	Q1 2020 Held for 5y 8m
3 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$39.2M	5.95%	+$400.3K Bought	— 158.4K shares	Q2 2022 Held for 3y 5m
4 Vanguard Short-Term Bond BSV	ETF ETF	$38.5M	5.86%	+$1.5M Bought	— 488.5K shares	Q2 2022 Held for 3y 5m
5 Vanguard Growth VUG	ETF ETF	$35.7M	5.42%	-$367.4K Sold	— 74.4K shares	Q4 2019 Held for 5y 11m
6 SPDR SSgA Multi-Asset Real Return ETF RLY	ETF ETF	$29.7M	4.52%	+$29.7M New	— 963.2K shares	Q3 2025 Held for 2 months
7 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$24.4M	3.71%	+$22.3M Bought	— 370.9K shares	Q4 2019 Held for 5y 11m
8 Dimensional International Value DFIV	ETF ETF	$21.7M	3.30%	+$2.0M Bought	— 470.7K shares	Q2 2022 Held for 3y 5m
9 Vanguard FTSE Emerging Markets VWO	ETF ETF	$20.4M	3.10%	+$1.2M Bought	— 376.9K shares	Q4 2019 Held for 5y 11m
10 iShares MSCI USA Quality Factor QUAL	ETF ETF	$19.6M	2.98%	+$505.5K Bought	— 100.9K shares	Q4 2019 Held for 5y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TOBIAS FINANCIAL ADVISORS, INC.'s latest filing

See all changes

GthenC

Market Value

$658.2M

Prior: $584.2M

Q/Q Change

+12.67%

+$74.0M

Net Flows % of MV

+6.36%

Turnover Ratio

6.66%

New Purchases

3 stocks

$30.0M

Added To

66 stocks

+$47.5M

Sold Out Of

5 stocks

$983.7K

Reduced Holdings

39 stocks

-$34.6M

Increased Positions

Position	Shares Δ	Change
1 SPDR SSgA Multi-Asset Real Return ETF RLY	New	0 → 963.2K +$29.7M
2 Vanguard Mid-Cap Growth VOT	New	0 → 705.0 +$207.2K
3 SKYX Platforms Corp. SKYX	New	0 → 16.5K +$18.5K
4 iShares Core MSCI Emerging Markets IEMG	+1,017.24%	33.2K → 370.9K +$22.3M
5 Home Depot HD	+110.59%	935.0 → 2.0K +$418.9K

Decreased Positions

Position	Shares Δ	Change
1 iShares 7-10 Year Treasury Bond IEF	Sold	2.4K → 0 −$227.0K
2 Vanguard Short-Term Treasury VGSH	Sold	3.8K → 0 −$220.9K
3 Vanguard Large-Cap VV	Sold	754.0 → 0 −$215.1K
4 Walt Disney DIS	Sold	1.7K → 0 −$207.0K
5 CARGO Therapeutics, Inc. CRGX	Sold	27.6K → 0 −$113.7K