TOBIAS FINANCIAL ADVISORS, INC.
•CIK: 1802080•Filing: Q4 2025
**TOBIAS FINANCIAL ADVISORS, INC.** manages $708M across a diversified portfolio of 146 positions. The firm exhibits significant concentration in technology and growth names, notably holding SPAB at $100.6M and IQLT at $47.3M. Further allocations include substantial positions in QQQM ($39.4M) and VUG ($36.0M), indicating a focus on large-cap growth and sector leadership. This structure suggests a tactical, high-conviction approach to capturing market upside.
Total AUM
$707.9M
QoQ Performance
+7.5%
Positions
86
Top 10 Concentration
55.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPAB
IQLT
BSV
QQQM
VUG
SPAB14.2%
IQLT6.7%
BSV5.6%
QQQM5.6%
VUG5.1%
RLY4.6%
DFIV3.9%
IEMG3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.8%
Technology3.0%
Consumer0.9%
Financial0.7%
ETF0.7%
Healthcare0.4%
Real Estate0.1%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW21 new positions
↑68 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023