Holdings
Tobias Financial Advisors, Inc.
As of Jun 30, 2026, Tobias Financial Advisors, Inc. reported 51 positions worth US$42.6M. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 24,509 | US$7.09M | −59 | Jun 30, 2026 |
| Nvidia Corporation | 29,786 | US$5.96M | +9,924 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,953 | US$3.33M | +14 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,563 | US$3.06M | −297 | Jun 30, 2026 |
| Microsoft Corp. | 5,000 | US$1.87M | −45 | Jun 30, 2026 |
| Broadcom Inc. | 4,012 | US$1.52M | −10 | Jun 30, 2026 |
| Visa Inc. | 3,722 | US$1.28M | −121 | Jun 30, 2026 |
| Walmart Inc. | 11,245 | US$1.27M | +4 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,108 | US$1.02M | −1 | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,544 | US$870K | no change | Jun 30, 2026 |