TOBIAS FINANCIAL ADVISORS, INC.
Filing Date
Global Rank
#6,974
/ 8,586
▼ 86
Top Industry
Consumer Electronics
17.6%
3Y Alpha vs SPY
-3.4%
Period ended 3 months ago
Filed May 13, 2026 · 34d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.7%
SPY
+78.1%
Annualised alpha
-3.4%
Max drawdown
−21.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.0%
+0.2 pts
Top 5
41.8%
−0.7 pts
Top 10
58.2%
−0.7 pts
HHI
511
Diversified+7
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.4% | $14,029,897 |
| Unclassified | 20.6% | $9,206,669 |
| Financial Services | 11.6% | $5,183,671 |
| Consumer Cyclical | 9.4% | $4,207,090 |
| Communication Services | 6.3% | $2,831,988 |
| Healthcare | 5.6% | $2,507,072 |
| Consumer Defensive | 5.3% | $2,365,542 |
| Industrials | 4.1% | $1,843,166 |
| Real Estate | 2.3% | $1,043,068 |
| Energy | 2.2% | $983,671 |
| Utilities | 1.0% | $448,424 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +1,958 | 6,262 | $240,586 | |
| TSLA | Tesla, Inc. | +138 | 765 | $284,388 | |
| GLDM | World Gold Trust | +108 | 2,520 | $233,578 | |
| KIM | Kimco Realty Corp | +99 | 11,750 | $264,022 | |
| HD | Home Depot, Inc. | +91 | 2,350 | $772,891 | |
| QQQ | Invesco Qqq Trust, Series 1 | +66 | 7,271 | $4,196,675 | |
| NEE | Nextera Energy Inc | +3 | 4,828 | $448,424 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −2,016 | 24,568 | $6,235,112 | |
| MSFT | Microsoft Corp | −1,953 | 5,045 | $1,867,507 | |
| JNJ | Johnson & Johnson | −1,461 | 4,361 | $1,066,002 | |
| HIG | Hartford Insurance Group, Inc. | −1,116 | 5,716 | $772,974 | |
| NVDA | Nvidia Corp | −977 | 19,862 | $3,463,932 | |
| SPY | Spdr S&P 500 ETF Trust | −810 | 2,288 | $1,487,977 | |
| XOM | Exxon Mobil Corp | −739 | 3,765 | $638,769 | |
| WFC | Wells Fargo & Company/Mn | −602 | 3,499 | $278,555 | |
| WMT | Walmart Inc. | −585 | 11,241 | $1,397,031 | |
| CSCO | Cisco Systems, Inc. | −575 | 4,044 | $313,773 | |
| AMZN | Amazon Com Inc | −542 | 13,939 | $2,903,075 | |
| NFLX | Netflix Inc | −519 | 4,263 | $409,887 | |
| RTX | RTX Corp | −505 | 1,689 | $325,808 | |
| GOOGL | Alphabet Inc. | −492 | 5,351 | $1,538,733 | |
| AIZ | Assurant, Inc. | −429 | 2,529 | $550,841 | |
| JPM | Jpmorgan Chase & Co | −425 | 3,109 | $914,543 | |
| ABBV | AbbVie Inc. | −362 | 1,161 | $252,505 | |
| KO | Coca Cola Co | −355 | 4,769 | $362,682 | |
| V | Visa Inc. | −343 | 3,843 | $1,161,508 | |
| CVX | Chevron Corp | −318 | 1,667 | $344,902 | |
| MA | Mastercard Inc | −316 | 938 | $468,681 | |
| BRK-B | Berkshire Hathaway Inc | −311 | 930 | $445,656 | |
| META | Meta Platforms, Inc. | −163 | 1,544 | $883,368 | |
| GLD | Spdr Gold Trust | −162 | 2,165 | $931,577 | |
| AVGO | Broadcom Inc. | −161 | 4,022 | $1,244,849 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSI | Motorola Solutions, Inc. | 1,018 | $441,781 | |
| IAU | Ishares Gold Trust | 3,172 | $279,643 | |
| GEV | GE Vernova Inc. | 289 | $252,268 | |
| TJX | Tjx Companies Inc /De/ | 1,545 | $246,736 | |
| AZN | Astrazeneca PLC | 1,251 | $246,722 | |
| VRT | Vertiv Holdings Co | 850 | $212,993 | |
| SLV | iShares Silver Trust | 3,033 | $206,668 | |
| PWR | Quanta Services, Inc. | 368 | $202,039 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PANW | Palo Alto Networks Inc | 1,825 | $336,165 | |
| ABT | Abbott Laboratories | 2,375 | $297,563 | |
| TMO | Thermo Fisher Scientific Inc. | 492 | $285,089 | |
| PG | PROCTER & GAMBLE Co | 1,912 | $274,008 | |
| BLK | BlackRock, Inc. | 238 | $254,740 | |
| IBM | International Business Machines Corp | 833 | $246,742 | |
| ETN | Eaton Corp plc | 746 | $237,608 | |
| PNC | Pnc Financial Services Group, Inc. | 1,060 | $221,253 | |
| AMGN | Amgen Inc | 651 | $213,078 | |
| DIS | Walt Disney Co | 1,815 | $206,492 | |
| BAC | Bank Of America Corp /De/ | 3,720 | $204,600 | |
| GE | General Electric Co | 663 | $204,223 | |
| No positions match the current search. | ||||
8 positions ·
$14,029,897 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 24,568 | $6,235,112 | 44.44% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 19,862 | $3,463,932 | 24.69% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,045 | $1,867,507 | 13.31% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 4,022 | $1,244,849 | 8.87% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 1,018 | $441,781 | 3.15% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,044 | $313,773 | 2.24% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 760 | $256,842 | 1.83% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,401 | $206,101 | 1.47% |