TOBIAS FINANCIAL ADVISORS, INC. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, TOBIAS FINANCIAL ADVISORS, INC. opened 10 positions, added to 8, reduced 20, sold out of 7 and left 16 unchanged. The largest increase in value was NVDA (+$2,495,946); the largest decrease was JNJ (-$490,478).
- CSCO: Country of operation United States; Class COM; Shares 2026-03-31 4,044; Shares 2026-06-30 4,044.
- GLD: Country of operation United States; Class GOLD SHS; Shares 2026-03-31 2,165; Shares 2026-06-30 2,165.
- AIZ: Country of operation United States; Class COM; Shares 2026-03-31 2,529; Shares 2026-06-30 2,529.
- XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 3,765; Shares 2026-06-30 3,765.
Two Form 13F-HR filings compared (SEC CIK 1802080): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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