TRAPHAGEN INVESTMENT ADVISORS LLC — 13F Holdings & Portfolio

CIK 2023380 · latest 13F-HR filed 2026-07-16

TRAPHAGEN INVESTMENT ADVISORS LLC manages $1.40B in 13F-reported U.S. long-equity assets across 220 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (25.81%), AVUS (9.29%), VFLO (7.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 24 new positions, exited 12, added to 106, and trimmed 38.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
234 KINDERKAMACK ROAD
ORADELL, NJ 07649
Phone
(201) 262-1040
Filing Manager
TRAPHAGEN INVESTMENT ADVISORS LLC
ORADELL, NJ
Signatory
KATHRYN MARSICO
COMPLIANCE MANAGER
Loading holdings…
AUM

$1.40B

Long-equity book

Holdings

220

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+24 / −12 / ↑106 / ↓38

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$50.1M +16.1%
  • VICTORY PORTFOLIOS II$43.7M +125.0%
  • FIDELITY COVINGTON TRUST$15.9M +61.3%
  • VICTORY PORTFOLIOS II$13.0M +15.1%
  • AMERICAN CENTY ETF TR$12.9M +11.0%
Show all 106

Top Trims

  • PACER FDS TR-$28.5M -94.9%
  • ISHARES TR-$5.3M -42.2%
  • BLUEROCK PVT REAL ESTATE FD-$4.2M -21.8%
  • CME GROUP INC-$3.6M -25.2%
  • INTERCONTINENTAL EXCHANGE IN-$1.9M -21.7%
Show all 38

New Positions

  • ISHARES TR$465.6K
  • GLOBAL X FDS$422.1K
  • HONEYWELL INTL INC$367.0K
  • HONEYWELL AEROSPACE INC$362.4K
  • PROLOGIS INC.$325.9K
Show all 24

Exited Positions

  • HONEYWELL INTL INC$774.6K
  • GILEAD SCIENCES INC$298.2K
  • TKO GROUP HOLDINGS INC$283.5K
  • COMCAST CORP NEW$268.5K
  • FASTENAL CO$255.9K
Show all 12
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $361.3M 25.81% 482,471 SH
2 AMERICAN CENTY ETF TR AVUS 025072885 $130.1M 9.29% 1,015,751 SH
3 VICTORY PORTFOLIOS II VFLO 92647X830 $99.2M 7.09% 2,167,764 SH
4 VICTORY PORTFOLIOS II GFLW 92647X764 $78.6M 5.61% 2,292,105 SH
5 JANUS DETROIT STR TR JSI 47103U746 $55.3M 3.95% 1,080,779 SH
6 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $51.9M 3.71% 270,550 SH
7 APPLE INC AAPL 037833100 $46.1M 3.29% 159,148 SH
8 JANUS DETROIT STR TR JAAA 47103U845 $44.5M 3.18% 880,835 SH
9 FIDELITY COVINGTON TRUST FENI 31609A404 $41.8M 2.99% 1,042,003 SH
10 TORTOISE CAPITAL SERIES TRUS TPYP 890930308 $37.1M 2.65% 885,428 SH
11 FIDELITY COVINGTON TRUST FUTY 316092865 $26.3M 1.88% 449,543 SH
12 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $26.1M 1.86% 441,994 SH
13 ISHARES TR SGOV 46436E718 $25.3M 1.81% 251,033 SH
14 VANECK ETF TRUST GPZ 92189H649 $22.8M 1.63% 1,061,286 SH
15 THE ALGER ETF TRUST ALAI 015564503 $18.9M 1.35% 413,367 SH
16 VANGUARD INDEX FDS VOO 922908363 $17.6M 1.26% 25,676 SH
17 VANGUARD INDEX FDS VTI 922908769 $17.2M 1.23% 46,567 SH
18 BLUEROCK PVT REAL ESTATE FD BPRE 09631P102 $15.2M 1.09% 1,168,414 SH
19 CME GROUP INC CME 12572Q105 $10.7M 0.77% 48,595 SH
20 BITWISE BITCOIN ETF TR BITB 09174C104 $10.5M 0.75% 329,963 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $10.5M 0.75% 14 SH
22 GOLDMAN SACHS GROUP INC GS 38141G104 $10.3M 0.73% 10,138 SH
23 SCHWAB STRATEGIC TR SCHD 808524797 $8.8M 0.63% 278,360 SH
24 NVIDIA CORPORATION NVDA 67066G104 $7.9M 0.56% 39,450 SH
25 ISHARES TR TLTW 46436E338 $7.7M 0.55% 345,355 SH
26 ISHARES TR SHY 464287457 $7.3M 0.52% 89,004 SH
27 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $6.9M 0.49% 56,188 SH
28 MICROSOFT CORP MSFT 594918104 $5.8M 0.42% 15,594 SH
29 ISHARES TR IGM 464287549 $5.4M 0.39% 33,162 SH
30 INVESCO EXCH TRADED FD TR II PZA 46138E537 $5.2M 0.37% 219,917 SH
31 NETFLIX INC. NFLX 64110L106 $5.0M 0.36% 70,700 SH
32 PUBLIC SVC ENTERPRISE GROUP PEG 744573106 $4.9M 0.35% 60,180 SH
33 ALPHABET INC GOOG 02079K107 $4.8M 0.34% 13,502 SH
34 AMAZON COM INC AMZN 023135106 $4.7M 0.33% 19,629 SH
35 ISHARES TR MUB 464288414 $4.5M 0.32% 41,755 SH
36 JPMORGAN CHASE & CO JPM 46625H100 $4.4M 0.31% 13,459 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.3M 0.31% 8,620 SH
38 HOME DEPOT INC HD 437076102 $4.1M 0.29% 11,502 SH
39 ALPHABET INC GOOGL 02079K305 $4.0M 0.29% 11,212 SH
40 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $3.8M 0.27% 83,314 SH
41 CATERPILLAR INC CAT 149123101 $3.4M 0.24% 3,191 SH
42 SCHWAB STRATEGIC TR SCHX 808524201 $3.3M 0.24% 112,180 SH
43 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $3.0M 0.22% 90,532 SH
44 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.9M 0.21% 3,939 SH
45 PACER FDS TR COWZ 69374H881 $2.8M 0.20% 45,474 SH
46 CISCO SYS INC CSCO 17275R102 $2.8M 0.20% 23,523 SH
47 EA SERIES TRUST STRV 02072L680 $2.6M 0.19% 54,819 SH
48 JOHNSON & JOHNSON JNJ 478160104 $2.5M 0.18% 9,821 SH
49 ABBVIE INC ABBV 00287Y109 $2.4M 0.17% 9,472 SH
50 VANGUARD INDEX FDS VXF 922908652 $2.4M 0.17% 9,645 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $1.40B 220 0002023380-26-000003
2026-03-31 2026-04-22 $1.23B 207 0002023380-26-000002
2025-12-31 2026-01-27 $1.22B 196 0002023380-26-000001