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 151–196 of 196
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| UL | UNILEVER PLC | 5K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 10K | $100K–$500K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 988 | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 11K | $100K–$500K | SH |
| ANGL | VANECK ETF TRUST | 10K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 810 | $100K–$500K | SH |
| CMI | CUMMINS INC | 552 | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| SHE | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| OUNZ | VANECK MERK GOLD ETF | 7K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 548 | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 509 | $100K–$500K | SH |
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| DE | DEERE & CO | 555 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | 21K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| CTRE | CARETRUST REIT INC | 7K | $100K–$500K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO | 10K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 653 | $100K–$500K | SH |
| DGRO | ISHARES TR | 3K | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| EAGG | ISHARES TR | 5K | $100K–$500K | SH |
| GDLC | GRAYSCALE COINDESK CRYPTO | 5K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| FENY | FIDELITY COVINGTON TRUST | 9K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 591 | $100K–$500K | SH |
| NOBL | PROSHARES TR | 2K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |
| SCHO | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| BKN | BLACKROCK INVT QUALITY MUN T | 11K | $100K–$500K | SH |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 39K | $100K–$500K | SH |
| AMC | AMC ENTMT HLDGS INC | 30K | $15K–$50K | SH |
| LUCD | LUCID DIAGNOSTICS INC | 29K | $15K–$50K | SH |
| THM | INTERNATIONAL TOWER HILL MIN | 11K | $15K–$50K | SH |
| OPK | OPKO HEALTH INC | 12K | $1K–$15K | SH |
| DYAI | DYADIC INTL INC DEL | 13K | $1K–$15K | SH |