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Edgar Collado

Tobias Financial Advisors, Inc.

Assets Managed
$718.294M
Holdings
143
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
1.48%(2Q avg: 4.51%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tobias Financial Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 143 positions.

Assets under management

The assets under management (AUM) of Tobias Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 718.294M in assets, with a quarterly growth rate of 1.48% and a 2-quarter average growth rate of 4.51%. The portfolio is managed by Edgar Collado, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 7.02%
14.91%
$107.061M
4.179M shares@ $25.62 avg price
IQLT
Ishares Msci International Q
Recent Activity
Decreased -1.25%
6.62%
$47.521M
1.028M shares@ $46.24 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 7.47%
5.94%
$42.613M
543,467 shares@ $78.41 avg price
RLY
Spdr Ssga Multi-asset Real R
Recent Activity
Increased 2.69%
5.4%
$38.718M
1.071M shares@ $36.15 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -0.3%
5.15%
$36.921M
155,379 shares@ $237.62 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 7.89%
4.38%
$31.458M
596,017 shares@ $52.78 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -6.15%
4.21%
$30.225M
69,198 shares@ $436.79 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 0.83%
3.9%
$27.959M
400,843 shares@ $69.76 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 15.21%
3.44%
$24.682M
691,191 shares@ $35.71 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -1.14%
2.97%
$21.323M
394,503 shares@ $54.05 avg price

1-10 of 143