Tobias Financial Advisors, Inc.

13F filer · CIK 0001802080

Reported Aug 25, 2026

Net buyer this quarter

13F portfolio value$787MU.S. long equity reported on 13F

Positions6311 new · 9 closed

Net flow last quarter+$4.79MBuys minus sells

Top 10 positions weight23.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 25, 202663 positions
SPABASTROTECH Corp	$113M	14.35%	Not reported	+6.0%	Q4 2019
BSVNBank7 Corp.	$44.1M	5.61%	5.95%	+4.2%	Q2 2022
AAPLApple Inc.	$7.09M	0.90%	0.00%	-0.2%	Q4 2019
NVDANvidia Corp	$5.96M	0.76%	0.00%	+50.0%	Q4 2019
AMZNAmazon Com Inc	$3.33M	0.42%	0.00%	+0.1%	Q4 2019
MSFTMicrosoft Corp	$1.87M	0.24%	0.00%	-0.9%	Q4 2019
GOOGLAlphabet Inc.	$1.84M	0.23%	0.00%	-3.7%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$1.84M	0.23%	Not reported	-0.1%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.65M	0.21%	Not reported	-3.6%	Q4 2019
AVGOBroadcom Inc.	$1.52M	0.19%	0.00%	-0.3%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.37M	0.17%	Not reported	Not reported	Q4 2019
VVisa Inc.	$1.28M	0.16%	0.00%	-3.2%	Q4 2019
WMTWalmart Inc.	$1.27M	0.16%	0.00%	0.0%	Q4 2019
GOOGAlphabet Inc.	$1.22M	0.15%	Not reported	-1.9%	Q4 2019
SCZNXG NextGen Infrastructure Income Fund	$1.04M	0.13%	Not reported	-0.1%	Q4 2019
JPMJPMorgan Chase & Co	$1.02M	0.13%	0.00%	0.0%	Q4 2019
METAMeta Platforms, Inc.	$870K	0.11%	Not reported	Not reported	Q4 2019
SPGSimon Property Group Inc.	$852K	0.11%	47.64%	+0.8%	Q4 2021
HDHome Depot, Inc.	$829K	0.11%	0.00%	+0.1%	Q4 2019
GLDSPDR Gold Trust	$798K	0.10%	0.00%	Not reported	Q4 2019
HIGHartford Insurance Group, Inc.	$757K	0.10%	0.00%	Not reported	Q4 2025
AIZAssurant, Inc.	$679K	0.09%	0.01%	Not reported	Q4 2019
LLYELI LILLY & Co	$578K	0.07%	0.00%	-2.6%	Q4 2019
JNJJohnson & Johnson	$575K	0.07%	0.00%	-48.0%	Q4 2019
COSTCostco Wholesale Corp	$553K	0.07%	0.00%	-2.8%	Q4 2019
XOMExxonMobil Holdings Corp	$515K	0.07%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$475K	0.06%	0.00%	Not reported	Q4 2019
SNDKSandisk Corp	$473K	0.06%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$460K	0.06%	Not reported	-1.2%	Q4 2019
WDCWestern Digital Corp	$436K	0.06%	0.00%	New	Q2 2026
MAMastercard Inc	$422K	0.05%	0.00%	-12.4%	Q4 2019
NEENextera Energy Inc	$419K	0.05%	0.00%	-1.2%	Q4 2019
GSGoldman Sachs Group Inc	$408K	0.05%	0.00%	Not reported	Q2 2025
TTTrane Technologies plc	$392K	0.05%	0.00%	+0.1%	Q4 2023
KOCoca Cola Co	$388K	0.05%	0.00%	Not reported	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$363K	0.05%	0.00%	Not reported	Q4 2025
KLACKla Corp	$362K	0.05%	0.00%	New	Q2 2026
MUMicron Technology Inc	$349K	0.04%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$340K	0.04%	0.00%	Not reported	Q1 2026
INTCIntel Corp	$339K	0.04%	0.00%	Not reported	Q4 2019
TSLATesla, Inc.	$328K	0.04%	0.00%	+2.0%	Q4 2019
NFLXNetflix Inc	$303K	0.04%	0.00%	-0.4%	Q4 2019
KIMKimco Realty Corp	$300K	0.04%	0.00%	+0.8%	Q2 2022
WFCWells Fargo & Company	$289K	0.04%	0.00%	-0.1%	Q4 2019
SPCXSpace Exploration Technologies Corp	$288K	0.04%	Not reported	New	Q2 2026
VRTVertiv Holdings Co	$285K	0.04%	0.00%	Not reported	Q1 2026
ABBVAbbVie Inc.	$280K	0.04%	0.00%	-4.1%	Q4 2019
PGRProgressive Corp	$275K	0.03%	0.00%	-0.3%	Q4 2019
PHParker-Hannifin Corp	$263K	0.03%	0.00%	Not reported	Q4 2025
CATCaterpillar Inc	$258K	0.03%	0.00%	New	Q2 2026

Q1 2026Reported May 13, 202661 positions
SPABASTROTECH Corp	$107M	14.90%	Not reported	+7.0%	Q4 2019
BSVNBank7 Corp.	$42.6M	5.93%	5.71%	+7.5%	Q2 2022
AAPLApple Inc.	$6.24M	0.87%	0.00%	-7.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$4.2M	0.58%	Not reported	+0.9%	Q4 2019
NVDANvidia Corp	$3.46M	0.48%	0.00%	-4.7%	Q4 2019
AMZNAmazon Com Inc	$2.9M	0.40%	0.00%	-3.7%	Q4 2019
MSFTMicrosoft Corp	$1.87M	0.26%	0.00%	-27.9%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$1.63M	0.23%	Not reported	-1.4%	Q2 2025
GOOGLAlphabet Inc.	$1.54M	0.21%	0.00%	-8.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.49M	0.21%	Not reported	-26.2%	Q4 2019
WMTWalmart Inc.	$1.4M	0.19%	0.00%	-5.0%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.28M	0.18%	Not reported	+0.8%	Q4 2019
AVGOBroadcom Inc.	$1.24M	0.17%	0.00%	-3.9%	Q2 2024
VVisa Inc.	$1.16M	0.16%	0.00%	-8.2%	Q4 2019
JNJJohnson & Johnson	$1.07M	0.15%	0.00%	-25.1%	Q4 2019
GOOGAlphabet Inc.	$1.01M	0.14%	Not reported	-16.7%	Q4 2019
SCZNXG NextGen Infrastructure Income Fund	$992K	0.14%	Not reported	-2.2%	Q4 2019
GLDSPDR Gold Trust	$932K	0.13%	0.00%	-7.0%	Q4 2019
JPMJPMorgan Chase & Co	$914K	0.13%	0.00%	-12.0%	Q4 2019
METAMeta Platforms, Inc.	$883K	0.12%	Not reported	-9.6%	Q4 2019
HIGHartford Insurance Group, Inc.	$773K	0.11%	0.00%	-16.3%	Q4 2025
HDHome Depot, Inc.	$773K	0.11%	0.00%	+4.0%	Q4 2019
SPGSimon Property Group Inc.	$705K	0.10%	47.26%	-0.6%	Q4 2021
XOMExxonMobil Holdings Corp	$639K	0.09%	0.00%	-16.4%	Q4 2019
COSTCostco Wholesale Corp	$606K	0.08%	0.00%	-18.5%	Q4 2019
AIZAssurant, Inc.	$551K	0.08%	0.01%	-14.5%	Q4 2019
MAMastercard Inc	$468K	0.07%	0.00%	-25.2%	Q4 2019
LLYELI LILLY & Co	$456K	0.06%	0.00%	-15.8%	Q4 2019
NEENextera Energy Inc	$448K	0.06%	0.00%	+0.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$446K	0.06%	Not reported	-25.1%	Q4 2019
MSIMotorola Solutions, Inc.	$442K	0.06%	0.00%	New	Q1 2026
NFLXNetflix Inc	$410K	0.06%	0.00%	-10.9%	Q4 2019
KOCoca Cola Co	$363K	0.05%	0.00%	-6.9%	Q4 2019
CVXChevron Corp	$345K	0.05%	0.00%	-16.0%	Q4 2019
GSGoldman Sachs Group Inc	$341K	0.05%	0.00%	Not reported	Q2 2025
TTTrane Technologies plc	$332K	0.05%	0.00%	-6.6%	Q4 2023
RTXRTX Corp	$326K	0.05%	0.00%	-23.0%	Q3 2025
CSCOCisco Systems, Inc.	$314K	0.04%	0.00%	-12.5%	Q4 2019
TSLATesla, Inc.	$284K	0.04%	0.00%	+22.0%	Q4 2019
IAUIshares Gold Trust	$280K	0.04%	0.00%	New	Q1 2026
WFCWells Fargo & Company	$279K	0.04%	0.00%	-14.7%	Q4 2019
KIMKimco Realty Corp	$264K	0.04%	0.00%	+0.9%	Q2 2022
NOCNorthrop Grumman Corp	$259K	0.04%	0.00%	Not reported	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$257K	0.04%	0.00%	-2.3%	Q4 2025
ABBVAbbVie Inc.	$253K	0.04%	0.00%	-23.8%	Q4 2019
GEVGE Vernova Inc.	$252K	0.04%	0.00%	New	Q1 2026
PGRProgressive Corp	$250K	0.03%	0.00%	-9.0%	Q4 2019
TJXTJX Companies Inc	$247K	0.03%	0.00%	Not reported	Q4 2019
AZNAstrazeneca PLC	$247K	0.03%	Not reported	-5.4%	Q4 2025
PHParker-Hannifin Corp	$241K	0.03%	0.00%	-9.1%	Q4 2025

Q4 2025Reported Feb 13, 202666 positions
SPABASTROTECH Corp	$101M	14.21%	Not reported	+5.8%	Q4 2019
BSVNBank7 Corp.	$39.9M	5.63%	5.34%	+3.5%	Q2 2022
AAPLApple Inc.	$7.23M	1.02%	0.00%	+14.9%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$4.43M	0.63%	Not reported	+3.8%	Q4 2019
NVDANvidia Corp	$3.89M	0.55%	0.00%	+20.3%	Q4 2019
MSFTMicrosoft Corp	$3.38M	0.48%	0.00%	+15.1%	Q4 2019
AMZNAmazon Com Inc	$3.34M	0.47%	0.00%	+18.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.11M	0.30%	Not reported	+1.0%	Q4 2019
GOOGLAlphabet Inc.	$1.83M	0.26%	0.00%	+59.8%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$1.72M	0.24%	Not reported	Not reported	Q2 2025
VVisa Inc.	$1.47M	0.21%	0.00%	+13.0%	Q4 2019
AVGOBroadcom Inc.	$1.45M	0.20%	0.00%	+52.6%	Q2 2024
GOOGAlphabet Inc.	$1.33M	0.19%	Not reported	+3.2%	Q4 2019
WMTWalmart Inc.	$1.32M	0.19%	0.00%	+19.1%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.23M	0.17%	Not reported	+11.4%	Q4 2019
JNJJohnson & Johnson	$1.2M	0.17%	0.00%	+10.8%	Q4 2019
JPMJPMorgan Chase & Co	$1.14M	0.16%	0.00%	+47.4%	Q4 2019
METAMeta Platforms, Inc.	$1.13M	0.16%	Not reported	+23.3%	Q4 2019
SCZNXG NextGen Infrastructure Income Fund	$1M	0.14%	Not reported	-0.6%	Q4 2019
HIGHartford Insurance Group, Inc.	$941K	0.13%	0.00%	New	Q4 2025
GLDSPDR Gold Trust	$922K	0.13%	0.00%	+28.6%	Q4 2019
HDHome Depot, Inc.	$777K	0.11%	0.00%	+14.7%	Q4 2019
MAMastercard Inc	$716K	0.10%	0.00%	+16.4%	Q4 2019
AIZAssurant, Inc.	$712K	0.10%	0.01%	+141.3%	Q4 2019
SPGSimon Property Group Inc.	$704K	0.10%	47.55%	+1.5%	Q4 2021
COSTCostco Wholesale Corp	$644K	0.09%	0.00%	-37.8%	Q4 2019
LLYELI LILLY & Co	$632K	0.09%	0.00%	-13.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$624K	0.09%	Not reported	+57.9%	Q4 2019
XOMExxonMobil Holdings Corp	$542K	0.08%	0.00%	+8.5%	Q4 2019
NFLXNetflix Inc	$448K	0.06%	0.00%	-4.4%	Q4 2019
RTXRTX Corp	$402K	0.06%	0.00%	+63.2%	Q3 2025
NEENextera Energy Inc	$387K	0.05%	0.00%	+37.9%	Q4 2019
WFCWells Fargo & Company	$382K	0.05%	0.00%	+21.0%	Q4 2019
KOCoca Cola Co	$358K	0.05%	0.00%	+36.0%	Q4 2019
CSCOCisco Systems, Inc.	$356K	0.05%	0.00%	Not reported	Q4 2019
GSGoldman Sachs Group Inc	$354K	0.05%	0.00%	+39.9%	Q2 2025
ABBVAbbVie Inc.	$348K	0.05%	0.00%	-6.5%	Q4 2019
PANWPalo Alto Networks Inc	$336K	0.05%	0.00%	Not reported	Q4 2019
TTTrane Technologies plc	$332K	0.05%	0.00%	-10.2%	Q4 2023
PGRProgressive Corp	$315K	0.04%	0.00%	+47.2%	Q4 2019
CVXChevron Corp	$303K	0.04%	0.00%	+4.6%	Q4 2019
ABTAbbott Laboratories	$298K	0.04%	0.00%	Not reported	Q4 2019
ORCLOracle Corp	$288K	0.04%	0.00%	-11.1%	Q2 2024
TMOThermo Fisher Scientific Inc.	$285K	0.04%	0.00%	Not reported	Q4 2019
TSLATesla, Inc.	$282K	0.04%	0.00%	-27.3%	Q4 2019
PGPROCTER & GAMBLE Co	$274K	0.04%	0.00%	Not reported	Q4 2021
PHParker-Hannifin Corp	$260K	0.04%	0.00%	New	Q4 2025
BLKBlackRock, Inc.	$255K	0.04%	0.00%	New	Q4 2025
MESOMesoblast Ltd	$249K	0.04%	0.00%	+38.3%	Q4 2019
IBMInternational Business Machines Corp	$247K	0.03%	0.00%	-11.9%	Q4 2019

Q3 2025Reported Nov 3, 202554 positions
SPABASTROTECH Corp	$95.5M	14.50%	Not reported	+6.1%	Q4 2019
BSVNBank7 Corp.	$38.5M	5.86%	5.17%	+3.9%	Q2 2022
AAPLApple Inc.	$5.89M	0.89%	0.00%	+5.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$4.17M	0.63%	Not reported	+15.9%	Q4 2019
NVDANvidia Corp	$3.23M	0.49%	0.00%	+11.6%	Q4 2019
MSFTMicrosoft Corp	$3.15M	0.48%	0.00%	+11.0%	Q4 2019
AMZNAmazon Com Inc	$2.68M	0.41%	0.00%	+6.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.04M	0.31%	Not reported	+15.7%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$1.66M	0.25%	Not reported	+1.7%	Q2 2025
VVisa Inc.	$1.27M	0.19%	0.00%	+2.1%	Q4 2019
COSTCostco Wholesale Corp	$1.11M	0.17%	0.00%	+5.0%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.09M	0.17%	Not reported	+5.4%	Q4 2019
WMTWalmart Inc.	$1.02M	0.16%	0.00%	+5.0%	Q4 2019
METAMeta Platforms, Inc.	$1.02M	0.15%	Not reported	+14.1%	Q4 2019
SCZNXG NextGen Infrastructure Income Fund	$998K	0.15%	Not reported	-3.8%	Q4 2019
GOOGAlphabet Inc.	$996K	0.15%	Not reported	+5.4%	Q4 2019
JNJJohnson & Johnson	$975K	0.15%	0.00%	+7.7%	Q4 2019
AVGOBroadcom Inc.	$904K	0.14%	0.00%	+40.9%	Q2 2024
GOOGLAlphabet Inc.	$889K	0.14%	0.00%	+5.9%	Q4 2019
HDHome Depot, Inc.	$798K	0.12%	0.00%	+110.6%	Q4 2019
JPMJPMorgan Chase & Co	$756K	0.11%	0.00%	+15.6%	Q4 2019
SPGSimon Property Group Inc.	$703K	0.11%	46.84%	-0.8%	Q4 2021
GLDSPDR Gold Trust	$643K	0.10%	0.00%	+1.0%	Q4 2019
MAMastercard Inc	$613K	0.09%	0.00%	+12.2%	Q4 2019
NFLXNetflix Inc	$600K	0.09%	0.00%	+8.2%	Q4 2019
LLYELI LILLY & Co	$521K	0.08%	0.00%	+19.0%	Q4 2019
XOMExxonMobil Holdings Corp	$468K	0.07%	0.00%	+1.2%	Q4 2019
ORCLOracle Corp	$468K	0.07%	0.00%	-5.5%	Q2 2024
TTTrane Technologies plc	$401K	0.06%	0.00%	+16.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$395K	0.06%	Not reported	+8.4%	Q4 2019
TSLATesla, Inc.	$383K	0.06%	0.00%	+21.9%	Q4 2019
ABBVAbbVie Inc.	$377K	0.06%	0.00%	Not reported	Q4 2019
CVXChevron Corp	$295K	0.04%	0.00%	Not reported	Q4 2019
WFCWells Fargo & Company	$284K	0.04%	0.00%	+12.2%	Q4 2019
VZVerizon Communications Inc	$282K	0.04%	0.00%	Not reported	Q4 2019
IBITiShares Bitcoin Trust ETF	$267K	0.04%	0.00%	-25.9%	Q2 2025
IBMInternational Business Machines Corp	$267K	0.04%	0.00%	Not reported	Q4 2019
AIZAssurant, Inc.	$266K	0.04%	0.00%	+2.2%	Q4 2019
NEENextera Energy Inc	$264K	0.04%	0.00%	+5.4%	Q4 2019
KIMKimco Realty Corp	$253K	0.04%	0.00%	-22.1%	Q2 2022
SYKStryker Corp	$253K	0.04%	0.00%	+2.2%	Q4 2019
KOCoca Cola Co	$250K	0.04%	0.00%	+6.5%	Q4 2019
ETNEaton Corp plc	$234K	0.04%	0.00%	-1.7%	Q4 2019
PGRProgressive Corp	$232K	0.04%	0.00%	+10.2%	Q4 2019
GSGoldman Sachs Group Inc	$229K	0.03%	0.00%	Not reported	Q2 2025
RTXRTX Corp	$225K	0.03%	0.00%	New	Q3 2025
NOCNorthrop Grumman Corp	$221K	0.03%	0.00%	Not reported	Q4 2019
UNHUnitedhealth Group Inc	$220K	0.03%	0.00%	-16.9%	Q4 2019
BACBank of America Corp	$211K	0.03%	0.00%	Not reported	Q4 2019
VOTVan Kampen Municipal Opportunity Trust II	$207K	0.03%	Not reported	New	Q3 2025

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