CIK 2023380
TRAPHAGEN INVESTMENT ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
196
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 196
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 473K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 1.3M | $1M+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 2.4M | $1M+ | SH |
| COWG | PACER FDS TR | 1.9M | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 357K | $1M+ | SH |
| JSI | JANUS DETROIT STR TR | 884K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 750K | $1M+ | SH |
| AAPL | APPLE INC | 139K | $1M+ | SH |
| SGOV | ISHARES TR | 265K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 443K | $1M+ | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 738K | $1M+ | SH |
| GPZ | VANECK ETF TRUST | 892K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 1.1M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 44K | $1M+ | SH |
| SHY | ISHARES TR | 164K | $1M+ | SH |
| CME | CME GROUP INC | 49K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 256K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 14 | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 56K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 10K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 39K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 85K | $1M+ | SH |
| MUB | ISHARES TR | 52K | $1M+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 216K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 58K | $1M+ | SH |
| AMZN | AMAZON COM INC | 19K | $1M+ | SH |
| GOOG | ALPHABET INC | 14K | $1M+ | SH |
| IGM | ISHARES TR | 34K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| HD | HOME DEPOT INC | 12K | $1M+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 68K | $1M+ | SH |
| GOOGL | ALPHABET INC | 12K | $1M+ | SH |
| COWZ | PACER FDS TR | 58K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 112K | $1M+ | SH |
| GFLW | VICTORY PORTFOLIOS II | 103K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 59K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| STRV | EA SERIES TRUST | 55K | $1M+ | SH |
| IEI | ISHARES TR | 20K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 86K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 50K | $1M+ | SH |
| CSCO | CISCO SYS INC | 25K | $1M+ | SH |