Traphagen Investment Advisors
$1.2B Assets Reported
215 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 476,372 | $311M | 25.2% |
| AVUS | AMERICAN CENTY ETF TR | 1,053,744 | $117M | 9.5% |
| VFLO | VICTORY PORTFOLIOS II | 2,181,802 | $86M | 7.0% |
| JSI | JANUS DETROIT STR TR | 1,011,249 | $52M | 4.2% |
| GRID | FIRST TR EXCHANGE-TRADED FD | 280,152 | $46M | 3.7% |
| JAAA | JANUS DETROIT STR TR | 859,924 | $43M | 3.5% |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 865,826 | $37M | 3.0% |
| AAPL | APPLE INC | 141,414 | $36M | 2.9% |
| GFLW | VICTORY PORTFOLIOS II | 1,328,040 | $35M | 2.8% |
| COWG | PACER FDS TR | 889,007 | $30M | 2.4% |
Track Traphagen Investment Advisors's 13F portfolio: $1.2B in reported holdings, 215 positions. Top holdings, AUM, and quarterly changes on SentiSense.