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TRAPHAGEN INVESTMENT ADVISORS LLC

Q2 2026 13F filing

Updated 56 days ago

220 disclosed positions worth $1.4B

Portfolio value
$1.4B
Total holdings
220
New positions
24
Closed positions
12
Increased
119
Decreased
64
Turnover
16.4%
Filed
2026-07-16

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+1.3%
Value
$361.3M
Shares
482.5K
% Port
25.81%
?
2.N/A

AMERICAN CENTY ETF TR

-3.6%
Value
$130.1M
Shares
1.02M
% Port
9.29%
V

VICTORY PORTFOLIOS II

-0.6%
Value
$99.2M
Shares
2.17M
% Port
7.09%
?
4.N/A

VICTORY PORTFOLIOS II

+72.6%
Value
$78.6M
Shares
2.29M
% Port
5.61%
?
5.N/A

JANUS DETROIT STR TR

+6.9%
Value
$55.3M
Shares
1.08M
% Port
3.95%
?
6.N/A

FIRST TR EXCHANGE-TRADED FD

-3.4%
Value
$51.9M
Shares
270.6K
% Port
3.71%
A

APPLE INC

+12.5%
Value
$46.1M
Shares
159.1K
% Port
3.29%
?
8.N/A

JANUS DETROIT STR TR

+2.4%
Value
$44.5M
Shares
880.8K
% Port
3.18%
?
9.N/A

FIDELITY COVINGTON TRUST

+49.5%
Value
$41.8M
Shares
1.04M
% Port
2.99%
?
10.N/A

TORTOISE CAPITAL SERIES TRUS

+2.3%
Value
$37.1M
Shares
885.4K
% Port
2.65%
?
11.N/A

FIDELITY COVINGTON TRUST

+13.2%
Value
$26.3M
Shares
449.5K
% Port
1.88%
?
12.N/A

VANGUARD SCOTTSDALE FDS

+1.9%
Value
$26.1M
Shares
442.0K
% Port
1.86%
?
13.N/A

ISHARES TR

-2.2%
Value
$25.3M
Shares
251.0K
% Port
1.81%
?
14.N/A

VANECK ETF TRUST

+5.5%
Value
$22.8M
Shares
1.06M
% Port
1.63%
?
15.N/A

THE ALGER ETF TRUST

+29.6%
Value
$18.9M
Shares
413.4K
% Port
1.35%
V
16.VGES

VANGUARD INDEX FDS

+6.7%
Value
$17.6M
Shares
25.7K
% Port
1.26%
V
17.VGES

VANGUARD INDEX FDS

+4.4%
Value
$17.2M
Shares
46.6K
% Port
1.23%
B
18.BPRE

BLUEROCK PVT REAL ESTATE FD

-0.2%
Value
$15.2M
Shares
1.17M
% Port
1.09%
C
19.CME

CME GROUP INC

+0.1%
Value
$10.7M
Shares
48.6K
% Port
0.77%
B
20.BITB

BITWISE BITCOIN ETF TR

+8.8%
Value
$10.5M
Shares
330.0K
% Port
0.75%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$10.5M
Shares
14
% Port
0.75%
G

GOLDMAN SACHS GROUP INC

+0.0%
Value
$10.3M
Shares
10.1K
% Port
0.73%
S

SCHWAB STRATEGIC TR

+21.1%
Value
$8.8M
Shares
278.4K
% Port
0.63%
N
24.NVDA

NVIDIA CORPORATION

-0.7%
Value
$7.9M
Shares
39.5K
% Port
0.56%
?
25.N/A

ISHARES TR

+394.4%
Value
$7.7M
Shares
345.4K
% Port
0.55%
?
26.N/A

ISHARES TR

-41.9%
Value
$7.3M
Shares
89.0K
% Port
0.52%
I
27.ICE

INTERCONTINENTAL EXCHANGE IN

+0.0%
Value
$6.9M
Shares
56.2K
% Port
0.49%
M
28.MSFT

MICROSOFT CORP

+0.9%
Value
$5.8M
Shares
15.6K
% Port
0.42%
?
29.N/A

ISHARES TR

-0.8%
Value
$5.4M
Shares
33.2K
% Port
0.39%
?
30.N/A

INVESCO EXCH TRADED FD TR II

+0.7%
Value
$5.2M
Shares
219.9K
% Port
0.37%
N
31.NFLX

NETFLIX INC.

+1568.6%
Value
$5M
Shares
70.7K
% Port
0.36%
P
32.PEG

PUBLIC SVC ENTERPRISE GROUP

+0.3%
Value
$4.9M
Shares
60.2K
% Port
0.35%
G

ALPHABET INC

-2.6%
Value
$4.8M
Shares
13.5K
% Port
0.34%
A
34.AMZN

AMAZON COM INC

+2.9%
Value
$4.7M
Shares
19.6K
% Port
0.33%
E
35.ETHA

ISHARES TR

-13.3%
Value
$4.5M
Shares
41.8K
% Port
0.32%
J

JPMORGAN CHASE & CO

+0.1%
Value
$4.4M
Shares
13.5K
% Port
0.31%
B

BERKSHIRE HATHAWAY INC DEL

+0.5%
Value
$4.3M
Shares
8.6K
% Port
0.31%
H
38.HD

HOME DEPOT INC

-2.9%
Value
$4.1M
Shares
11.5K
% Port
0.29%
G

ALPHABET INC

+1.5%
Value
$4M
Shares
11.2K
% Port
0.29%
G
40.GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.5%
Value
$3.8M
Shares
83.3K
% Port
0.27%
C
41.CAT

CATERPILLAR INC

-0.1%
Value
$3.4M
Shares
3.2K
% Port
0.24%
S

SCHWAB STRATEGIC TR

+0.3%
Value
$3.3M
Shares
112.2K
% Port
0.24%
I
43.IBIT

ISHARES BITCOIN TRUST ETF

+4.6%
Value
$3M
Shares
90.5K
% Port
0.22%
S
44.SPY

STATE STR SPDR S&P 500 ETF T

-4.9%
Value
$2.9M
Shares
3.9K
% Port
0.21%
?
45.N/A

PACER FDS TR

-15.0%
Value
$2.8M
Shares
45.5K
% Port
0.20%
C
46.CSCO

CISCO SYS INC

-4.1%
Value
$2.8M
Shares
23.5K
% Port
0.20%
?
47.N/A

EA SERIES TRUST

+0.4%
Value
$2.6M
Shares
54.8K
% Port
0.19%
J
48.JNJ

JOHNSON & JOHNSON

+1.1%
Value
$2.5M
Shares
9.8K
% Port
0.18%
A
49.ABBV

ABBVIE INC

-1.4%
Value
$2.4M
Shares
9.5K
% Port
0.17%
V
50.VGES

VANGUARD INDEX FDS

-3.6%
Value
$2.4M
Shares
9.6K
% Port
0.17%