Long-term investor
Tobias Financial Advisors, Inc. @tobiasfinancialadvisorsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802080).
Record
- Tracked since 2025-06-30 (454 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +900.7% · all +900.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A649 · 14.4% · long · since 2025-06-30
- 46434V456 · 6.7% · long · since 2025-06-30
- 46138G649 · 5.9% · long · since 2025-06-30
- 921937827 · 5.6% · long · since 2025-06-30
- 78467V103 · 4.7% · long · since 2025-09-30
- 922908736 · 4.5% · long · since 2025-06-30
- 46434G103 · 4.3% · long · since 2025-06-30
- 25434V807 · 4.2% · long · since 2025-06-30
- 25434V666 · 3.6% · long · since 2025-06-30
- 922042858 · 3.1% · long · since 2025-06-30
- 46432F339 · 3.0% · long · since 2025-06-30
- 25434V773 · 2.9% · long · since 2025-06-30