TRAPHAGEN INVESTMENT ADVISORS LLC: 13F holdings
CIK 20233802026Q2
| Positions | 219 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 482,471 | $361.3m | 25.8% |
| AVUS AMERICAN CENTY ETF TR | 1,015,751 | $130.1m | 9.3% |
| ACT VICTORY PORTFOLIOS II | 2,167,764 | $99.2m | 7.1% |
| SVIX VICTORY PORTFOLIOS II | 2,292,105 | $78.6m | 5.6% |
| JANUS DETROIT STR TR | 1,080,779 | $55.3m | 4.0% |
| GRID FIRST TR EXCHANGE-TRADED FD | 270,550 | $51.9m | 3.7% |
| AAPL APPLE INC | 159,148 | $46.1m | 3.3% |
| JAAA JANUS DETROIT STR TR | 880,835 | $44.5m | 3.2% |
| FIDELITY COVINGTON TRUST | 1,042,003 | $41.8m | 3.0% |
| TORTOISE CAPITAL SERIES TRUS | 885,428 | $37.1m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2023380")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.