Tobias Financial Advisors, Inc.
Annual return '25
+6.7%
SPY '25
+17.7%
Alpha
-11.0ptsvs SPY
Invested
$718.3M
Holdings
143
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPAB
SPDR SERIES TRUST
Q4 2025: Exited (was 3.69M shares)
14.9%
02
$IQLT
ISHARES TR
Q4 2025: Exited (was 953.5k shares)
6.6%
03
$BSV
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 488.5k shares)
5.9%
04
$RLY
SSGA ACTIVE ETF TR
Q4 2025: Exited (was 963.2k shares)
5.4%
05
$QQQM
INVESCO EXCH TRADED FD TR II
Q4 2025: Exited (was 158.4k shares)
5.1%
06
$DFIV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 470.7k shares)
4.4%
07
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 74.4k shares)
4.2%
08
$IEMG
ISHARES INC
Q4 2025: Exited (was 370.9k shares)
3.9%
09
$DFLV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 524.8k shares)
3.4%
10
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 376.9k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.