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Traphagen Investment Advisors LLC

CIK:0002023380
Investment Adviser
$2B AUM
192 holdings
Oradell, NJ, US
Founded:1997
14 employees
Latest filing:Sep 30, 2025

Traphagen Investment Advisors LLC is a registered investment adviser headquartered in Oradell, New Jersey. Founded as an affiliate of Traphagen CPAs & Wealth Advisors, the firm provides comprehensive wealth management, investment advisory, and financial planning services to individuals, high net worth clients, pension and profit sharing plans, and charitable organizations. As of early 2025, the firm manages approximately $1.5 billion in assets across more than 1,800 client accounts, with a staff of 12-14 employees. The firm emphasizes customized investment solutions and fiduciary responsibility.

Investment Strategy

Traphagen Investment Advisors LLC seeks long-term growth through diversified portfolios, typically allocating around 80% of funds to commodities, real estate, and both conservative and cyclically sensitive equities (domestic and international), and 20% to a mix of investment grade, high yield, TIPS, and agency bonds. The firm uses both mutual funds and ETFs (with a bias toward ETFs) and may tactically adjust allocations based on market opportunities. Their strategies focus on cash flow yield, broad diversification, and active risk management, serving primarily individual and high net worth clients, as well as select institutional accounts.

Latest 13F Filing Activity

Traphagen Investment Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 190 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR, Janus Detroit STR TR, American Centy Etf TR among other positions. Traphagen Investment Advisors LLC reduced exposure to Intercontinental Exchange in, Ishares TR, Strategy Inc. among others.

Top Buys
I
IVVISHARES TR
+$26.7M
J
JSIJANUS DETROIT STR TR
+$19.8M
A
AVUSAMERICAN CENTY ETF TR
+$11.6M
V
VFLOVICTORY PORTFOLIOS II
+$8.2M
A
AAPLAPPLE INC
+$6.6M
Top Sells
I
ICEINTERCONTINENTAL EXCHANGE IN
-$846.8K
S
SHYISHARES TR
-$716.0K
M
MSTRSTRATEGY INC
-$608.2K
C
COWZPACER FDS TR
-$428.1K
V
VGITVANGUARD SCOTTSDALE FDS
-$401.9K

Top Holdings

I
IVVISHARES TR
+26.7%$309.7M
A
AVUSAMERICAN CENTY ETF TR
+11.5%$134.1M
V
VFLOVICTORY PORTFOLIOS II
+7.5%$86.6M
C
COWGPACER FDS TR
+6.0%$70.0M
G
GRIDFIRST TR EXCHANGE TRADED FD
+4.6%$53.0M

Equity Positions (190)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR26.66%$309.7M462,767$388.26$669.30+$26.7M
AMERICAN CENTY ETF TR11.54%$134.1M1,233,425$75.71$108.70+$11.6M
VICTORY PORTFOLIOS II7.45%$86.6M2,309,230$32.00$37.50+$8.2M
PACER FDS TR6.03%$70.0M1,929,240$31.72$36.30+$1.8M
FIRST TR EXCHANGE TRADED FD4.56%$53.0M350,615$115.48$151.08+$4.8M

Industry Allocation

ELECTRONIC COMPUTERS
+3.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+2.5%
SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
+1.9%
FIRE, MARINE & CASUALTY INSURANCE
+1.3%
SERVICES-PREPACKAGED SOFTWARE
+1.2%