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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,624.0 $466K 0.04% +1K +200.7% $287.23 +33.7%
62 AMGN AMGEN INC Healthcare 1,392.0 $455K 0.04% +10.0 +0.7% $327.20 -1.4%
63 CSX CSX CORP Industrials 12,439.0 $451K 0.04% +84.0 +0.7% $36.25 +26.4%
64 MU MICRON TECHNOLOGY INC Technology 1,527.0 $436K 0.04% +12.0 +0.8% $285.38 +141.5%
65 SCHG SCHWAB STRATEGIC TR 12,815.0 $418K 0.03% +1K +12.2% $32.62 +4.4%
66 AMD ADVANCED MICRO DEVICES INC Technology 1,868.0 $400K 0.03% +181.0 +10.7% $214.19 +95.9%
67 GILD GILEAD SCIENCES INC Healthcare 2,904.0 $356K 0.03% +28.0 +1.0% $122.73 +4.9%
68 BX BLACKSTONE INC Financial Services 2,266.0 $349K 0.03% +14.0 +0.6% $154.14 -24.6%
69 BA BOEING CO Industrials 1,577.0 $342K 0.03% +183.0 +13.1% $217.16 +0.4%
70 LRCX LAM RESEARCH CORP Technology 1,963.0 $336K 0.03% +46.0 +2.4% $171.19 +59.4%
71 NFLX NETFLIX INC Communication Services 3,560.0 $334K 0.03% +3K +1071.0% $93.76 -3.1%
72 UBER UBER TECHNOLOGIES INC Technology 3,941.0 $322K 0.03% +108.0 +2.8% $81.72 -8.7%
73 RSP INVESCO EXCHANGE TRADED FD T 1,675.0 $321K 0.03% +192.0 +12.9% $191.53 +5.0%
74 DVY ISHARES TR 2,255.0 $318K 0.03% +158.0 +7.5% $141.12 +7.3%
75 KMI KINDER MORGAN INC DEL Energy 10,929.0 $300K 0.03% +2K +22.6% $27.49 +22.5%
76 OUNZ VANECK MERK GOLD ETF Financial Services 6,678.0 $277K 0.02% +392.0 +6.2% $41.48 +3.8%
77 VUG VANGUARD INDEX FDS 548.0 $267K 0.02% +51.0 +10.3% $487.64 -82.2%
78 SPGI S&P GLOBAL INC Financial Services 509.0 $266K 0.02% +4.0 +0.8% $522.44 -20.3%
79 DE DEERE & CO Industrials 555.0 $258K 0.02% +49.0 +9.7% $465.53 +19.7%
80 MO ALTRIA GROUP INC Consumer Defensive 4,364.0 $252K 0.02% +46.0 +1.1% $57.66 +27.3%
Page 4 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%