Tobias Financial Advisors, Inc.
Tobias Financial Advisors, Inc. reported 148 holdings worth US$787M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 25, 2026
Tobias Financial Advisors, Inc. reported 148 holdings worth US$787M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. Filed Aug 25, 2026 (Form 13F/A).
- Holdings
- 148
- Value as reported
- US$787M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 24,509 | US$7.09M | 0.90% |
| Nvidia Corporation | 29,786 | US$5.96M | 0.76% |
| Amazon.com, Inc. | 13,953 | US$3.33M | 0.42% |
| Alphabet Inc (google) Class C | 8,563 | US$3.06M | 0.39% |
| Microsoft Corp. | 5,000 | US$1.87M | 0.24% |
| Broadcom Inc. | 4,012 | US$1.52M | 0.19% |
| Visa Inc. | 3,722 | US$1.28M | 0.16% |
| Walmart Inc. | 11,245 | US$1.27M | 0.16% |
| Jp Morgan Chase & Co. | 3,108 | US$1.02M | 0.13% |
| Meta Platforms, Inc. | 1,544 | US$870K | 0.11% |
| Simon Property Group, Inc. | 3,811 | US$852K | 0.11% |
| Home Depot, Inc. (the) | 2,352 | US$829K | 0.11% |
| The Hartford Insurance Group, Inc. | 5,716 | US$757K | 0.10% |
| Assurant, Inc. | 2,529 | US$679K | 0.09% |
| Eli Lilly And Company | 482 | US$578K | 0.07% |
| Johnson & Johnson | 2,266 | US$575K | 0.07% |
| Costco Wholesale Corporation | 591 | US$553K | 0.07% |
| Exxon Mobil Corporation | 3,765 | US$515K | 0.07% |
| Cisco Systems, Inc. | 4,044 | US$475K | 0.06% |
| Sandisk Corporation | 208 | US$473K | 0.06% |
| Berkshire Hathaway Inc. | 919 | US$460K | 0.06% |
| Western Digital Corporation | 683 | US$436K | 0.06% |
| Mastercard Incorporated | 822 | US$422K | 0.05% |
| Nextera Energy, Inc. | 4,772 | US$419K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 403 | US$408K | 0.05% |
| Coca-cola Company (the) | 4,769 | US$388K | 0.05% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 760 | US$363K | 0.05% |
| Kla Corporation | 1,200 | US$362K | 0.05% |
| Micron Technology, Inc. | 302 | US$349K | 0.04% |
| Ge Vernova Inc. | 289 | US$340K | 0.04% |
| Intel Corporation | 2,426 | US$339K | 0.04% |
| Tesla, Inc. | 780 | US$328K | 0.04% |
| Netflix, Inc. | 4,245 | US$303K | 0.04% |
| Kimco Realty Corporation (hc) | 11,843 | US$300K | 0.04% |
| Wells Fargo & Company | 3,496 | US$289K | 0.04% |
| Space Exploration Technologies Corp | 1,688 | US$288K | 0.04% |
| Vertiv Holdings, Llc | 850 | US$285K | 0.04% |
| Abbvie Inc. | 1,114 | US$280K | 0.04% |
| Progressive Corporation (the) | 1,257 | US$275K | 0.03% |
| Parker-hannifin Corporation | 269 | US$263K | 0.03% |
| Caterpillar, Inc. | 242 | US$258K | 0.03% |
| Marvell Technology, Inc. | 848 | US$253K | 0.03% |
| Chevron Corporation | 1,472 | US$244K | 0.03% |
| Tjx Companies, Inc. (the) | 1,545 | US$234K | 0.03% |
| Ge Aerospace | 596 | US$223K | 0.03% |
| Stryker Corporation | 647 | US$204K | 0.03% |
| Pnc Financial Services Group, Inc. (the) | 824 | US$203K | 0.03% |
| Oracle Corporation | 1,367 | US$200K | 0.03% |
| Mesoblast Limited | 10,000 | US$135K | 0.02% |
| Electrocore, Inc. | 10,000 | US$86,400 | 0.01% |
| Empire State Realty Trust, Inc. | 14,188 | US$76,757 | <0.01% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Skyx Platforms Corp. | 0 | US$0 | 0.00% |
| Motorola Solutions, Inc. | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| Quanta Services, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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