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Manager record

Tobias Financial Advisors, Inc.

Plantation, FL · CIK 1802080 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$787.35MReported 13F valueQ2 2026 · as filed
148Holdings listed
+9.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 25Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $584.2M$584.2MQ2 2025123 holdingsQ3 2025: $658.2M$658.2MQ3 2025132 holdingsQ4 2025: $707.9M$707.9MQ4 2025146 holdingsQ1 2026: $718.3M$718.3MQ1 2026143 holdingsQ2 2026: $787.3M$787.3MQ2 2026148 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 25 2026 13F-HR/A · period Q2 2026

$787.35M · 148 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 12 2026 13F-HR · period Q2 2026

$787.35M · 148 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$718.29M · 143 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$707.86M · 146 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$658.24M · 132 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$584.22M · 123 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 25, 2026 · Change methodology