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Latest Tobias Financial Advisors, Inc. Stock Portfolio

$718Million– No. of Holdings #143

Tobias Financial Advisors, Inc. Performance:
2026 Q1: -0.09%YTD: -0.09%2025: 12.04%
Performance for 2026 Q1 is -0.09%, and YTD is -0.09%, and 2025 is 12.04%.

About Tobias Financial Advisors, Inc. and 13F Hedge Fund Stock Holdings

TOBIAS FINANCIAL ADVISORS, INC. is a hedge fund based in Plantation, FL. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, TOBIAS FINANCIAL ADVISORS, INC. reported an equity portfolio of $718.3 Millions as of 31 Mar, 2026.

The top stock holdings of TOBIAS FINANCIAL ADVISORS, INC. are BIL, ACWF, BIV. The fund has invested 14.9% of it's portfolio in SPDR SERIES TRUST and 6.6% of portfolio in ISHARES TR.

The fund managers got completely rid off PALO ALTO NETWORKS INC (PANW), ABBOTT LABS (ABT) and THERMO FISHER SCIENTIFIC INC (TMO) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), MICROSOFT CORP (MSFT) and STATE STR SPDR S&P 500 ETF T (SPY). TOBIAS FINANCIAL ADVISORS, INC. opened new stock positions in MOTOROLA SOLUTIONS INC (MSI), ISHARES TR (IJR) and PACER FDS TR (AFTY). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), ISHARES BITCOIN TRUST ETF and VANGUARD INTL EQUITY INDEX F (VEU).
Tobias Financial Advisors, Inc. Equity Portfolio Value
Last Reported on: 13 May, 2026

Tobias Financial Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that TOBIAS FINANCIAL ADVISORS, INC. made a return of -0.09% in the last quarter. In trailing 12 months, it's portfolio return was 12.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
motorola solutions inc441,781
ishares tr317,683
pacer fds tr290,028
ishares tr288,503
ishares gold tr279,644
ge vernova inc252,270
tjx cos inc new246,737
astrazeneca plc246,722
New stocks bought by Tobias Financial Advisors, Inc.

Additions

Ticker% Inc.
spdr index shs fds48.44
ishares bitcoin trust etf45.49
vanguard intl equity index f33.91
ishares tr29.34
vanguard index fds26.77
ishares tr22.99
tesla inc22.01
spdr series trust19.67
Additions to existing portfolio by Tobias Financial Advisors, Inc.

Reductions

Ticker% Reduced
ishares tr-37.87
microsoft corp-27.91
state str spdr s&p 500 etf t-26.15
wisdomtree tr-25.86
mastercard incorporated-25.2
johnson & johnson-25.09
berkshire hathaway inc del-25.06
abbvie inc-23.77
Tobias Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
bank america corp-204,584
ishares tr-238,352
astrazeneca plc-243,063
pimco etf tr-253,592
abbott labs-297,612
procter and gamble co-273,948
palo alto networks inc-336,165
disney walt co-206,518
Tobias Financial Advisors, Inc. got rid off the above stocks

Sector Distribution

TOBIAS FINANCIAL ADVISORS, INC. has about 95.1% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others95.1
Technology1.9

Market Cap. Distribution

TOBIAS FINANCIAL ADVISORS, INC. has about 4.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED95.1
MEGA-CAP4.1

Stocks belong to which Index?

About 4.8% of the stocks held by TOBIAS FINANCIAL ADVISORS, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others95.2
S&P 5004.8
Top 5 Winners (%)%
XOM
exxon mobil corp
37.6 %
XLB
select sector spdr tr
36.5 %
ECOR
electrocore inc
34.5 %
CVX
chevron corporation
32.9 %
NOC
northrop grumman corp
19.6 %
Top 5 Winners ($)$
GAL
ssga active etf tr
5.0 M
DFAC
dimensional etf trust
1.7 M
EMGF
ishares inc
1.0 M
DFAC
dimensional etf trust
1.0 M
DFAC
dimensional etf trust
0.9 M
Top 5 Losers (%)%
SKYX
skyx platforms corp
-48.4 %
ORCL
oracle corp
-23.9 %
ESRT
empire st rlty tr inc
-20.3 %
MSFT
microsoft corp
-20.2 %
ishares bitcoin trust etf
-19.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.6 M
BAB
invesco exch traded fd tr ii
-2.4 M
IJR
ishares tr
-1.2 M
BIL
spdr series trust
-0.7 M
IBCE
ishares tr
-0.7 M

Tobias Financial Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tobias Financial Advisors, Inc.

TOBIAS FINANCIAL ADVISORS, INC. has 143 stocks in it's portfolio. About 56.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. GAL was the most profitable stock for TOBIAS FINANCIAL ADVISORS, INC. last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions