TOBIAS FINANCIAL ADVISORS, INC.
Top Portfolio Positions
56 positions ·
$44,650,258 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
24,568 | $6,235,112 | 13.96% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,271 | $4,196,675 | 9.40% | |
| NVDA |
Nvidia Corp
Technology
|
19,862 | $3,463,932 | 7.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,939 | $2,903,075 | 6.50% | |
| MSFT |
Microsoft Corp
Technology
|
5,045 | $1,867,507 | 4.18% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
3,519 | $1,629,965 | 3.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,351 | $1,538,733 | 3.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,288 | $1,487,977 | 3.33% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
11,241 | $1,397,031 | 3.13% | |
| AVGO |
Broadcom Inc.
Technology
|
4,022 | $1,244,849 | 2.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SKYX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,530 | 16,545 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $35,902 | 16,545 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,530 | 16,545 | Shares | Sole | 2025-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||