TRAPHAGEN INVESTMENT ADVISORS LLC
All 13F Filings
- Location
- Oradell, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,460,245
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 227 | 1,460,245 | 13F-HR | TRAPHAGEN INVESTMENT ADVISORS LLC |
| Q2 2026 | 7/16/2026 | 220 | 1,399,724 | 13F-HR | TRAPHAGEN INVESTMENT ADVISORS LLC |
| Q1 2026 | 4/22/2026 | 207 | 1,234,102 | 13F-HR | TRAPHAGEN INVESTMENT ADVISORS LLC |
| Q4 2025 | 1/27/2026 | 196 | 1,215,247 | 13F-HR | TRAPHAGEN INVESTMENT ADVISORS LLC |
| Q3 2025 | 10/7/2025 | 192 | 1,161,926 | 13F-HR | TRAPHAGEN INVESTMENT ADVISORS LLC |
| Q2 2025 | 7/23/2025 | 188 | 1,055,693 | 13F-HR | TRAPHAGEN INVESTMENT ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 458.2 K | 31.4% | 21.36 K | 0 | 21.36 K |
| ETFs | 1.001 M | 68.6% | 44.22 K | 0 | 44.22 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
1,460,245
Holdings
227
QoQ value change ($000)
60,521
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.