Traphagen Investment Advisors
Latest statistics and disclosures from Traphagen Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AVUS, VFLO, COWG, GRID, and represent 55.80% of Traphagen Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: Bluerock Pvt Real Estate (+$17M), IVV (+$7.0M), JSI, VFLO, GFLW, AVUS, JAAA, GPZ, TPYP, SGOV.
- Started 14 new stock positions in AVGO, EFA, WTW, TKO, SMH, Unilever, Bluerock Pvt Real Estate, GDLC, DGRO, DYAI. VEU, ALAI, NBIS, TGT.
- Reduced shares in these 10 stocks: COWG, BND, SCHX, VOO, BNDX, COWZ, VTI, UL, BDX, VEA.
- Sold out of its positions in CFG, D, ESML, ROP, UL, VLO, BND, VEA, BNDX, VRSK.
- Traphagen Investment Advisors was a net buyer of stock by $44M.
- Traphagen Investment Advisors has $1.2B in assets under management (AUM), dropping by 4.59%.
- Central Index Key (CIK): 0002023380
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Portfolio Holdings for Traphagen Investment Advisors
Traphagen Investment Advisors holds 196 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 26.7 | $324M | +2% | 473k | 684.94 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 11.5 | $140M | 1.3M | 111.78 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 7.8 | $94M | +3% | 2.4M | 39.38 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 5.4 | $65M | -3% | 1.9M | 35.21 |
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| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 4.5 | $55M | 357k | 153.02 |
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| Janus Detroit Str Tr Henderson Securi (JSI) | 3.8 | $46M | +7% | 884k | 52.06 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.1 | $38M | +4% | 750k | 50.58 |
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| Apple (AAPL) | 3.1 | $38M | 139k | 271.86 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.2 | $27M | +3% | 265k | 100.38 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.2 | $27M | 443k | 59.93 |
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| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 2.1 | $26M | +4% | 738k | 35.29 |
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| Vaneck Etf Trust Alternative Asse (GPZ) | 2.0 | $24M | +6% | 892k | 27.15 |
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| Bluerock Pvt Real Estate | 1.4 | $17M | NEW | 1.1M | 15.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $15M | -2% | 24k | 627.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $15M | -2% | 44k | 335.27 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $14M | 164k | 82.82 |
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| Cme (CME) | 1.1 | $13M | 49k | 273.08 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 1.0 | $12M | +3% | 256k | 47.56 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $11M | 14.00 | 754800.00 |
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| Intercontinental Exchange (ICE) | 0.7 | $9.1M | 56k | 161.96 |
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| Goldman Sachs (GS) | 0.7 | $8.9M | 10k | 878.99 |
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| Microsoft Corporation (MSFT) | 0.6 | $7.4M | 15k | 483.62 |
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| NVIDIA Corporation (NVDA) | 0.6 | $7.3M | +13% | 39k | 186.50 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.5 | $5.8M | -3% | 85k | 68.36 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $5.6M | +8% | 52k | 107.11 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.4 | $5.0M | -4% | 217k | 23.19 |
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| Public Service Enterprise (PEG) | 0.4 | $4.7M | 58k | 80.30 |
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| Amazon (AMZN) | 0.4 | $4.4M | +4% | 19k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.4M | 14k | 313.81 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.4 | $4.3M | 34k | 129.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.3M | 8.6k | 502.65 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $4.3M | 13k | 322.22 |
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| Home Depot (HD) | 0.3 | $4.1M | 12k | 344.09 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.3 | $3.8M | +13% | 69k | 55.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.8M | +9% | 12k | 313.01 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $3.5M | -10% | 58k | 60.17 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $3.0M | -13% | 112k | 26.91 |
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| Victory Portfolios Ii Victoryshares Fr (GFLW) | 0.2 | $2.9M | +539% | 104k | 28.16 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $2.9M | +10% | 59k | 49.65 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.7M | +16% | 3.9k | 681.93 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.2 | $2.4M | -3% | 55k | 44.09 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.4M | -5% | 20k | 119.35 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.3M | 86k | 26.23 |
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| Visa Com Cl A (V) | 0.2 | $2.2M | +3% | 6.4k | 350.72 |
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| Meta Platforms Cl A (META) | 0.2 | $2.2M | +3% | 3.4k | 660.16 |
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| Abbvie (ABBV) | 0.2 | $2.2M | 9.7k | 228.50 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $2.1M | 9.9k | 209.12 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.1M | 10k | 206.95 |
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| Verizon Communications (VZ) | 0.2 | $2.0M | 50k | 40.73 |
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| Cisco Systems (CSCO) | 0.2 | $1.9M | 25k | 77.03 |
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| Chevron Corporation (CVX) | 0.2 | $1.9M | 12k | 152.41 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | 16k | 120.34 |
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| Caterpillar (CAT) | 0.2 | $1.9M | 3.2k | 572.84 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.7M | +2% | 5.6k | 308.06 |
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| Tesla Motors (TSLA) | 0.1 | $1.7M | +17% | 3.8k | 449.67 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.7M | +55% | 62k | 27.43 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.7M | +4% | 7.6k | 219.78 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.7M | 15k | 111.41 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $1.6M | 7.3k | 224.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.6M | +47% | 2.6k | 614.20 |
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| Oracle Corporation (ORCL) | 0.1 | $1.6M | 8.2k | 194.91 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.6M | 1.8k | 862.57 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $1.5M | -2% | 15k | 101.98 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $1.4M | +13% | 36k | 38.73 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.3M | 1.2k | 1074.73 |
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| At&t (T) | 0.1 | $1.3M | 51k | 24.84 |
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| Goldman Sachs Etf Tr Innovat Eq Etf (GINN) | 0.1 | $1.2M | 17k | 73.10 |
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| Consolidated Edison (ED) | 0.1 | $1.1M | 11k | 99.32 |
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| Strategy Cl A New (MSTR) | 0.1 | $1.1M | +2% | 7.4k | 151.96 |
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| International Business Machines (IBM) | 0.1 | $1.1M | -4% | 3.7k | 296.22 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | -6% | 21k | 53.83 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | +2% | 17k | 66.00 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | 1.9k | 570.94 |
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| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.1 | $1.1M | 48k | 22.67 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | 2.2k | 483.63 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.1M | 7.5k | 139.34 |
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| Automatic Data Processing (ADP) | 0.1 | $995k | -2% | 3.9k | 257.24 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $980k | 7.4k | 132.37 |
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| Ge Vernova (GEV) | 0.1 | $964k | +4% | 1.5k | 653.37 |
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| Coca-Cola Company (KO) | 0.1 | $957k | 14k | 69.91 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $920k | 6.2k | 148.98 |
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| Philip Morris International (PM) | 0.1 | $905k | 5.6k | 160.39 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $903k | 1.9k | 473.30 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $876k | +13% | 12k | 75.44 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $873k | 2.8k | 314.76 |
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| American Express Company (AXP) | 0.1 | $838k | +2% | 2.3k | 369.87 |
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| Becton, Dickinson and (BDX) | 0.1 | $830k | -24% | 4.3k | 194.07 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $808k | -9% | 2.8k | 290.18 |
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| Walt Disney Company (DIS) | 0.1 | $799k | 7.0k | 113.76 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $787k | +36% | 8.6k | 91.38 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $764k | +11% | 4.3k | 177.77 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $760k | 18k | 41.70 |
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| Merck & Co (MRK) | 0.1 | $753k | -10% | 7.2k | 105.26 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $749k | +84% | 10k | 74.28 |
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| TJX Companies (TJX) | 0.1 | $747k | 4.9k | 153.60 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $744k | +5% | 964.00 | 771.74 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $738k | +13% | 7.8k | 94.15 |
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| Pepsi (PEP) | 0.1 | $733k | 5.1k | 143.53 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $723k | 4.9k | 148.70 |
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| Bank of America Corporation (BAC) | 0.1 | $722k | 13k | 55.00 |
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| Honeywell International (HON) | 0.1 | $672k | +2% | 3.4k | 195.08 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $662k | 1.4k | 480.48 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $641k | 1.6k | 412.65 |
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| Lowe's Companies (LOW) | 0.1 | $634k | 2.6k | 241.16 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $629k | 16k | 39.59 |
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| Wells Fargo & Company (WFC) | 0.1 | $628k | +6% | 6.7k | 93.20 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $619k | 4.8k | 128.83 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $603k | +2% | 3.3k | 183.38 |
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| Eaton Corp SHS (ETN) | 0.0 | $602k | 1.9k | 318.57 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $587k | NEW | 1.8k | 328.60 |
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| Pfizer (PFE) | 0.0 | $582k | -11% | 23k | 24.90 |
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| Kla Corp Com New (KLAC) | 0.0 | $579k | +5% | 476.00 | 1215.35 |
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| Air Products & Chemicals (APD) | 0.0 | $571k | 2.3k | 246.99 |
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| Union Pacific Corporation (UNP) | 0.0 | $569k | +2% | 2.5k | 231.30 |
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| Procter & Gamble Company (PG) | 0.0 | $551k | -21% | 3.8k | 143.30 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $548k | 1.2k | 468.85 |
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| Abbott Laboratories (ABT) | 0.0 | $533k | 4.3k | 125.28 |
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| Blackrock (BLK) | 0.0 | $529k | +4% | 494.00 | 1070.20 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $527k | 7.0k | 75.77 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $521k | -4% | 3.0k | 173.46 |
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| National Fuel Gas (NFG) | 0.0 | $520k | 6.5k | 80.06 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $513k | +28% | 5.3k | 96.15 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $508k | 2.7k | 190.98 |
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| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $501k | +16% | 4.9k | 102.31 |
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| Tko Group Holdings Cl A (TKO) | 0.0 | $497k | NEW | 2.4k | 208.96 |
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| Texas Pacific Land Corp (TPL) | 0.0 | $467k | +200% | 1.6k | 287.23 |
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| Amgen (AMGN) | 0.0 | $456k | 1.4k | 327.20 |
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| Constellation Energy (CEG) | 0.0 | $453k | 1.3k | 353.32 |
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| CSX Corporation (CSX) | 0.0 | $451k | 12k | 36.25 |
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| Booking Holdings (BKNG) | 0.0 | $446k | 83.00 | 5373.01 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $442k | 3.0k | 146.59 |
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| Micron Technology (MU) | 0.0 | $436k | 1.5k | 285.38 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $432k | -21% | 3.7k | 117.21 |
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| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.0 | $428k | NEW | 12k | 36.11 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $418k | +12% | 13k | 32.62 |
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| Intel Corporation (INTC) | 0.0 | $407k | 11k | 36.90 |
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| Advanced Micro Devices (AMD) | 0.0 | $400k | +10% | 1.9k | 214.19 |
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| Markel Corporation (MKL) | 0.0 | $391k | 182.00 | 2149.65 |
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| Citigroup Com New (C) | 0.0 | $371k | -21% | 3.2k | 116.68 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $367k | 487.00 | 753.70 |
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| Gilead Sciences (GILD) | 0.0 | $356k | 2.9k | 122.73 |
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| Hershey Company (HSY) | 0.0 | $352k | 1.9k | 181.98 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $351k | -3% | 580.00 | 605.15 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $349k | 2.3k | 154.14 |
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| UnitedHealth (UNH) | 0.0 | $343k | -11% | 1.0k | 330.04 |
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| Boeing Company (BA) | 0.0 | $343k | +13% | 1.6k | 217.16 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $341k | -6% | 14k | 24.94 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $336k | +2% | 2.0k | 171.19 |
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| Netflix (NFLX) | 0.0 | $334k | +1071% | 3.6k | 93.76 |
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| Fastenal Company (FAST) | 0.0 | $331k | 8.2k | 40.13 |
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| Uber Technologies (UBER) | 0.0 | $322k | +2% | 3.9k | 81.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $321k | +12% | 1.7k | 191.53 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $318k | +7% | 2.3k | 141.12 |
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| Unilever Spon Adr New | 0.0 | $312k | NEW | 4.8k | 65.40 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $312k | -5% | 10k | 29.89 |
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| Broadridge Financial Solutions (BR) | 0.0 | $311k | -2% | 1.4k | 223.15 |
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| McDonald's Corporation (MCD) | 0.0 | $302k | -28% | 988.00 | 305.61 |
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| Kinder Morgan (KMI) | 0.0 | $300k | +22% | 11k | 27.49 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $289k | 9.8k | 29.37 |
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| Stryker Corporation (SYK) | 0.0 | $285k | -3% | 810.00 | 351.60 |
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| Cummins (CMI) | 0.0 | $282k | 552.00 | 510.16 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $281k | 1.3k | 211.20 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $278k | 2.0k | 139.16 |
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| Spdr Series Trust State Street Spd (SHE) | 0.0 | $278k | 2.1k | 132.09 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $277k | +6% | 6.7k | 41.48 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $267k | +10% | 548.00 | 487.63 |
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| S&p Global (SPGI) | 0.0 | $266k | 509.00 | 522.44 |
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| M&T Bank Corporation (MTB) | 0.0 | $259k | -3% | 1.3k | 201.47 |
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| Deere & Company (DE) | 0.0 | $258k | +9% | 555.00 | 465.53 |
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| Altria (MO) | 0.0 | $252k | 4.4k | 57.66 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $245k | NEW | 3.3k | 73.57 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $245k | 21k | 11.90 |
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| Morgan Stanley Com New (MS) | 0.0 | $244k | 1.4k | 177.58 |
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| Caretrust Reit (CTRE) | 0.0 | $242k | 6.7k | 36.16 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $241k | -3% | 3.4k | 70.42 |
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| Kraft Heinz (KHC) | 0.0 | $237k | 9.8k | 24.25 |
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| CVS Caremark Corporation (CVS) | 0.0 | $230k | 2.9k | 79.36 |
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| Broadcom (AVGO) | 0.0 | $226k | NEW | 653.00 | 346.18 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $226k | NEW | 3.3k | 69.41 |
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| Target Corporation (TGT) | 0.0 | $226k | NEW | 2.3k | 97.75 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $225k | 4.7k | 47.85 |
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| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.0 | $225k | NEW | 5.4k | 41.32 |
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| Amphenol Corp Cl A (APH) | 0.0 | $224k | 1.7k | 135.11 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $222k | 8.9k | 24.77 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $213k | NEW | 591.00 | 360.43 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $209k | -5% | 2.0k | 104.09 |
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| Nebius Group Shs Class A (NBIS) | 0.0 | $208k | NEW | 2.5k | 83.71 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $205k | NEW | 2.1k | 96.01 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $201k | 8.3k | 24.37 |
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| BlackRock Inv. Quality Munic. Trust (BKN) | 0.0 | $125k | -49% | 11k | 11.20 |
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| Iovance Biotherapeutics (IOVA) | 0.0 | $106k | 39k | 2.73 |
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| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $47k | 30k | 1.56 |
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| Lucid Diagnostics (LUCD) | 0.0 | $32k | 29k | 1.09 |
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| International Tower Hill Mines (THM) | 0.0 | $21k | 11k | 1.86 |
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| Opko Health (OPK) | 0.0 | $15k | 12k | 1.26 |
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| Dyadic International (DYAI) | 0.0 | $12k | NEW | 13k | 0.94 |
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Past Filings by Traphagen Investment Advisors
SEC 13F filings are viewable for Traphagen Investment Advisors going back to 2020
- Traphagen Investment Advisors 2025 Q4 filed Jan. 27, 2026
- Traphagen Investment Advisors 2025 Q3 filed Oct. 7, 2025
- Traphagen Investment Advisors 2025 Q2 filed July 23, 2025
- Traphagen Investment Advisors 2025 Q1 filed April 17, 2025
- Traphagen Investment Advisors 2024 Q4 filed Jan. 17, 2025
- Traphagen Investment Advisors 2024 Q3 filed Oct. 21, 2024
- Traphagen Investment Advisors 2024 Q2 filed July 23, 2024
- Traphagen Investment Advisors 2019 Q4 filed June 17, 2024
- Traphagen Investment Advisors 2019 Q3 filed June 17, 2024
- Traphagen Investment Advisors 2019 Q2 filed June 17, 2024
- Traphagen Investment Advisors 2019 Q1 filed June 17, 2024
- Traphagen Investment Advisors 2023 Q4 filed June 17, 2024
- Traphagen Investment Advisors 2023 Q3 filed June 17, 2024
- Traphagen Investment Advisors 2023 Q2 filed June 17, 2024
- Traphagen Investment Advisors 2023 Q1 filed June 17, 2024
- Traphagen Investment Advisors 2022 Q4 filed June 17, 2024