TRAPHAGEN INVESTMENT ADVISORS LLC
TRAPHAGEN INVESTMENT ADVISORS LLC reported 219 positions worth $1.40B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: IVV (25.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $361.3M | 25.81% | 482,471 | — | — | |
| ▸ 2 | AVUS | SH | $130.1M | 9.29% | 1,015,751 | — | — | |
| ▸ 3 | VFLO | SH | $99.2M | 7.08% | 2,167,764 | — | — | |
| ▸ 4 | GFLW | SH | $78.6M | 5.61% | 2,292,105 | — | — | |
| ▸ 5 | JSI | SH | $55.3M | 3.95% | 1,080,779 | — | — | |
| ▸ 6 | GRID | SH | $51.9M | 3.71% | 270,550 | — | — | |
| ▸ 7 | AAPL | SH | $46.1M | 3.29% | 159,148 | — | — | |
| ▸ 8 | JAAA | SH | $44.5M | 3.18% | 880,835 | — | — | |
| ▸ 9 | FENI | SH | $41.8M | 2.99% | 1,042,003 | — | — | |
| ▸ 10 | TPYP | SH | $37.1M | 2.65% | 885,428 | — | — |
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Frequently Asked Questions
What stocks does TRAPHAGEN INVESTMENT ADVISORS LLC hold as of Q2 2026?
TRAPHAGEN INVESTMENT ADVISORS LLC reported 219 positions worth $1.40B in its Q2 2026 13F filing. Largest positions: IVV (25.8%), AVUS (9.3%), VFLO (7.1%), GFLW (5.6%) and JSI (4.0%).
What did TRAPHAGEN INVESTMENT ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TRAPHAGEN INVESTMENT ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.