TOBIAS FINANCIAL ADVISORS, INC. Portfolio Holdings
Q3 2025•132 long positions•$658.2M portfolio value
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Holding137 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $95.5M 14.5% | +$5.5M Bought | — 3.7M shares | 3.5M → 3.7M +$5.5M | +6.12% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $42.1M 6.4% | +$2.2M Bought | — 953.5K shares | 903.7K → 953.5K +$2.2M | +5.51% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $39.2M 5.95% | +$400.3K Bought | — 158.4K shares | 156.8K → 158.4K +$400.3K | +1.03% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $38.5M 5.86% | +$1.5M Bought | — 488.5K shares | 470.0K → 488.5K +$1.5M | +3.93% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $35.7M 5.42% | -$367.4K Sold | — 74.4K shares | 75.2K → 74.4K −$367.4K | -1.02% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $29.7M 4.52% | +$29.7M New | — 963.2K shares | 0 → 963.2K +$29.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $24.4M 3.71% | +$22.3M Bought | — 370.9K shares | 33.2K → 370.9K +$22.3M | +1,017.24% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $21.7M 3.3% | +$2.0M Bought | — 470.7K shares | 426.6K → 470.7K +$2.0M | +10.34% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $20.4M 3.1% | +$1.2M Bought | — 376.9K shares | 354.6K → 376.9K +$1.2M | +6.3% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $19.6M 2.98% | +$505.5K Bought | — 100.9K shares | 98.3K → 100.9K +$505.5K | +2.64% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $17.3M 2.62% | +$2.2M Bought | — 524.8K shares | 457.8K → 524.8K +$2.2M | +14.62% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.4M 2.34% | +$146.9K Bought | — 181.1K shares | 179.4K → 181.1K +$146.9K | +0.96% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.2M 2.31% | +$271.5K Bought | — 265.7K shares | 261.0K → 265.7K +$271.5K | +1.82% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $14.5M 2.2% | +$1.3M Bought | — 457.4K shares | 417.3K → 457.4K +$1.3M | +9.61% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $13.7M 2.08% | +$1.3M Bought | — 42.8K shares | 38.9K → 42.8K +$1.3M | +10.2% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.1M 1.84% | -$76.4K Sold | — 25.9K shares | 26.1K → 25.9K −$76.4K | -0.63% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.6M 1.76% | +$2.3M Bought | — 364.0K shares | 290.8K → 364.0K +$2.3M | +25.17% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $10.5M 1.59% | +$112.1K Bought | — 140.7K shares | 139.2K → 140.7K +$112.1K | +1.08% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.4M 1.43% | -$7.1K Sold | — 210.0K shares | 210.2K → 210.0K −$7.1K | -0.08% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $8.8M 1.34% | -$222.6K Sold | — 84.4K shares | 86.5K → 84.4K −$222.6K | -2.46% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.7M 1.01% | -$27.8K Sold | — 190.9K shares | 191.7K → 190.9K −$27.8K | -0.42% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $6.7M 1.01% | -$66.9K Sold | — 55.1K shares | 55.7K → 55.1K −$66.9K | -1.0% | — — | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $5.9M 0.895% | +$287.7K Bought | 0.0% 23.1K shares | 22.0K → 23.1K +$287.7K | +5.14% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.9M 0.89% | +$44.5K Bought | — 58.4K shares | 58.0K → 58.4K +$44.5K | +0.77% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.8M 0.884% | -$86.6K Sold | — 66.9K shares | 67.9K → 66.9K −$86.6K | -1.47% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.0M 0.758% | -$495.8K Sold | — 46.7K shares | 51.4K → 46.7K −$495.8K | -9.04% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.5M 0.677% | -$27.1K Sold | — 49.8K shares | 50.1K → 49.8K −$27.1K | -0.6% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.2M 0.633% | +$570.9K Bought | — 6.9K shares | 6.0K → 6.9K +$570.9K | +15.87% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.0M 0.61% | -$49.4K Sold | — 99.9K shares | 101.2K → 99.9K −$49.4K | -1.22% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.0M 0.607% | +$26.3K Bought | — 21.4K shares | 21.3K → 21.4K +$26.3K | +0.66% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.7M 0.562% | -$104.8K Sold | — 55.9K shares | 57.5K → 55.9K −$104.8K | -2.75% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.6M 0.551% | -$50.4K Sold | — 67.9K shares | 68.8K → 67.9K −$50.4K | -1.37% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.6M 0.541% | -$35.4K Sold | — 20.1K shares | 20.3K → 20.1K −$35.4K | -0.98% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.5M 0.538% | +$50.5K Bought | — 17.4K shares | 17.1K → 17.4K +$50.5K | +1.45% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.4M 0.521% | -$49.0K Sold | — 24.2K shares | 24.6K → 24.2K −$49.0K | -1.41% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.3M 0.504% | +$7.7K Bought | — 23.3K shares | 23.2K → 23.3K +$7.7K | +0.23% | — — | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $3.2M 0.492% | +$23.7K Bought | — 15.0K shares | 14.9K → 15.0K +$23.7K | +0.74% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $3.2M 0.491% | +$334.7K Bought | 0.0% 17.3K shares | 15.5K → 17.3K +$334.7K | +11.55% | $4.54T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.2M 0.486% | — | — 32.0K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.2M 0.479% | -$50.0K Sold | — 67.4K shares | 68.5K → 67.4K −$50.0K | -1.56% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $3.1M 0.478% | +$311.3K Bought | 0.0% 6.1K shares | 5.5K → 6.1K +$311.3K | +10.97% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.0M 0.458% | -$100.6K Sold | — 14.6K shares | 15.1K → 14.6K −$100.6K | -3.23% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.9M 0.44% | -$45.8K Sold | — 31.0K shares | 31.5K → 31.0K −$45.8K | -1.56% | — — | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $2.7M 0.407% | +$152.8K Bought | 0.0% 12.2K shares | 11.5K → 12.2K +$152.8K | +6.05% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.5M 0.384% | -$59.1K Sold | — 20.2K shares | 20.6K → 20.2K −$59.1K | -2.28% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.5M 0.378% | +$33.8K Bought | — 28.5K shares | 28.1K → 28.5K +$33.8K | +1.38% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.4M 0.362% | -$599.7K Sold | — 3.6K shares | 4.5K → 3.6K −$599.7K | -20.09% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.1M 0.324% | -$3.0K Sold | — 7.2K shares | 7.2K → 7.2K −$3.0K | -0.14% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.1M 0.32% | -$15.2K Sold | — 10.1K shares | 10.2K → 10.1K −$15.2K | -0.72% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.0M 0.311% | +$277.8K Bought | — 3.1K shares | 2.7K → 3.1K +$277.8K | +15.73% | — — | Q1 2025 Held for 8 months |
