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Portfolio (Quarterly) Guide ↗

TRAPHAGEN INVESTMENT ADVISORS LLC

· CIK 0002023380
13F Portfolio $1.2B AUM 196 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 83 Added 46 Reduced 10 Exited
Page 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VICTORY PORTFOLIOS II 103,459.0 $2.9M 0.24% +87K +539.9% $28.16
22 IBIT ISHARES BITCOIN TRUST ETF Financial Services 58,608.0 $2.9M 0.24% +5K +10.1% $49.65 -12.3%
23 SPY SPDR S&P 500 ETF TR Financial Services 3,894.0 $2.7M 0.22% +551.0 +16.5% $681.93 +8.3%
24 V VISA INC Financial Services 6,397.0 $2.2M 0.18% +203.0 +3.3% $350.72 -7.1%
25 META META PLATFORMS INC Communication Services 3,385.0 $2.2M 0.18% +105.0 +3.2% $660.16 -7.0%
26 VXF VANGUARD INDEX FDS 9,904.0 $2.1M 0.17% +164.0 +1.7% $209.12 +7.1%
27 CVX CHEVRON CORP NEW Energy 12,425.0 $1.9M 0.16% +73.0 +0.6% $152.41 +25.4%
28 XOM EXXON MOBIL CORP Energy 15,695.0 $1.9M 0.15% +297.0 +1.9% $120.34 +31.2%
29 GE GE AEROSPACE Industrials 5,578.0 $1.7M 0.14% +132.0 +2.4% $308.06 -8.6%
30 TSLA TESLA INC Consumer Cyclical 3,793.0 $1.7M 0.14% +573.0 +17.8% $449.67 -6.1%
31 SCHD SCHWAB STRATEGIC TR 61,698.0 $1.7M 0.14% +22K +55.9% $27.43 +16.8%
32 VIG VANGUARD SPECIALIZED FUNDS 7,638.0 $1.7M 0.14% +332.0 +4.5% $219.78 +4.9%
33 WMT WALMART INC Consumer Defensive 14,868.0 $1.7M 0.14% +175.0 +1.2% $111.41 +18.0%
34 FTEC FIDELITY COVINGTON TRUST 7,310.0 $1.6M 0.14% +110.0 +1.5% $224.68 +19.1%
35 QQQ INVESCO QQQ TR Financial Services 2,626.0 $1.6M 0.13% +847.0 +47.6% $614.20 +14.9%
36 ORCL ORACLE CORP Technology 8,151.0 $1.6M 0.13% +114.0 +1.4% $194.91 -1.0%
37 COST COSTCO WHSL CORP NEW Consumer Defensive 1,834.0 $1.6M 0.13% +25.0 +1.4% $862.57 +21.6%
38 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 35,477.0 $1.4M 0.11% +4K +13.4% $38.73 -12.3%
39 MSTR STRATEGY INC Technology 7,357.0 $1.1M 0.09% +194.0 +2.7% $151.96 +16.8%
40 IJH ISHARES TR 16,561.0 $1.1M 0.09% +362.0 +2.2% $66.00 +9.3%
Page 2 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.8%
Technology 30.6%
Communication Services 7.6%
Consumer Cyclical 6.4%
Healthcare 5.3%
Industrials 4.7%
Consumer Defensive 4.1%
Utilities 3.7%
Energy 2.5%
Basic Materials 0.3%