IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Tobias Financial Advisors, Inc.ETFConcentrated long-term

CIK: 0001802080 | Plantation, FL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026Amended
13F-HR/A148$787.3M2026-08-12SEC ↗
Q1 2026
13F-HR143$718.3M2026-05-13SEC ↗
Q4 2025
13F-HR146$707.9M2026-02-13SEC ↗
Q3 2025
13F-HR132$658.2M2025-11-03SEC ↗
Q2 2025
13F-HR123$584.2M2025-08-13SEC ↗
Q1 2025
13F-HR113$514.9M2025-05-15SEC ↗
Q4 2024
13F-HR110$497.4M2025-02-13SEC ↗
Q3 2024
13F-HR108$498.9M2024-10-30SEC ↗
Q2 2024
13F-HR104$463.8M2024-08-13SEC ↗
Q1 2024
13F-HR102$441.4M2024-05-03SEC ↗
Q4 2023
13F-HR96$410.7M2024-02-14SEC ↗
Q3 2023
13F-HR90$381.1M2023-11-03SEC ↗
Q2 2023
13F-HR96$371.1M2023-08-03SEC ↗
Q1 2023
13F-HR86$340.9M2023-04-24SEC ↗
Q4 2022
13F-HR81$304.4M2023-02-13SEC ↗
Q3 2022
13F-HR78$1.5M2022-11-14SEC ↗
Q2 2022
13F-HR86$2.1M2022-08-12SEC ↗
Q1 2022
13F-HR76$441.7K2022-05-09SEC ↗
Q4 2021
13F-HR67$24.9M2022-02-09SEC ↗
Q3 2021
13F-HR69$567.1K2021-11-15SEC ↗
Q2 2021
13F-HR66$639.2K2021-08-12SEC ↗
Q1 2021
13F-HR68$641.4K2021-05-07SEC ↗
Q4 2020
13F-HR67$452.5K2021-02-12SEC ↗
Q3 2020
13F-HR67$435.2K2020-11-05SEC ↗
Q2 2020
13F-HR63$313.1K2020-11-05SEC ↗
Q1 2020
13F-HR58$222.2K2020-05-13SEC ↗
Q4 2019
13F-HR319$166.3K2020-02-04SEC ↗