Managers / Q4 2019 · view latest →
TOBIAS FINANCIAL ADVISORS, INC.
CIK 0001802080 · 1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, 33324 · 954-424-1660
Reported Value
$156M
Q4 2019
Positions
319
Filings on Record
26
2019–present window
Filed
Feb 4, 2020
original filing
Summary
Tobias Financial Advisors, Inc. reported $156M in U.S.-listed holdings across 319 positions for Q4 2019.
The portfolio is heavily concentrated: SPAB alone accounts for 22.5% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 93.5% · $146M
- Common Stock · 4.8% · $8M
- Closed-End Fund · 0.7% · $1M
- Other · 0.4% · $681,000
- REIT · 0.3% · $430,000
- Other · 0.2% · $279,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $718M | 143 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $708M | 146 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $658M | 132 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $584M | 123 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $515M | 113 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $497M | 110 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $499M | 108 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $464M | 104 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $441M | 102 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $411M | 96 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $381M | 90 | Nov 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $371M | 96 | Aug 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $341M | 86 | Apr 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $304.4B | 81 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $283M | 78 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $298M | 86 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $290M | 76 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.3B | 67 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $267M | 69 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $253M | 66 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $236M | 68 | May 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $219M | 67 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $170M | 63 | Nov 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $138M | 58 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $156M | 319 | Feb 4, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.