Traphagen Investment Advisors LLC - Q42025 Holdings
Traphagen Investment Advisors LLC holds 196 stocks with a total portfolio value of $ 1.22B as of Q42025. In Q42025, Traphagen Investment Advisors LLC added 13 new positions, increased stakes in 113 stocks, reduced 58 holdings, and fully exited 9 positions. The largest holding is Ishares Tr (IVV), representing 26.66% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options