Traphagen Investment Advisors
$1.4B 13F equity value
232 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Traphagen Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 482,471 | $361M | 25.8% |
| AVUS | AMERICAN CENTY ETF TR | 1,015,751 | $130M | 9.3% |
| VFLO | VICTORY PORTFOLIOS II | 2,167,764 | $99M | 7.1% |
| GFLW | VICTORY PORTFOLIOS II | 2,292,105 | $79M | 5.6% |
| JSI | JANUS DETROIT STR TR | 1,080,779 | $55M | 4.0% |
| GRID | FIRST TR EXCHANGE-TRADED FD | 270,550 | $52M | 3.7% |
| AAPL | APPLE INC | 159,148 | $46M | 3.3% |
| JAAA | JANUS DETROIT STR TR | 880,835 | $44M | 3.2% |
| FENI | FIDELITY COVINGTON TRUST | 1,042,003 | $42M | 3.0% |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 885,428 | $37M | 2.7% |
Track Traphagen Investment Advisors's 13F portfolio: $1.4B in reported holdings, 232 positions. Top holdings and quarterly changes on SentiSense.
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